Loan Participations Specialist
Core
Support the full lifecycle of Participation and Syndication loans including onboarding, servicing, remittance processing, and reconciliation.
Role type
Senior IC loan operations specialist (participation/syndication)
Builds
Operational accuracy and portfolio stability for participation and syndication loan accounts
Domain
Banking / Loan Operations
Required skills
Loan operations experience, Participation and Syndication loan expertise, Financial report analysis, Legal document interpretation, System setup and maintenance, Discrepancy resolution, Process improvement, Data integrity management, Workflow optimization, Technology automation (via careerplan.io/jobs/24453915-loan-participations-specialist-at-customers-bank)
Preferred skills
AI tool usage for task automation, Mentoring and training capabilities
Technologies
CORE banking systems, Finastra LaserPro, Salesforce, Microsoft Office Suite, nCino, FIS Commercial Loan Servicing, Finastra Loan IQ
Responsibilities
Process Participation and Syndication loan activity daily, Perform ongoing servicing and maintenance for loans, Lead new loan onboarding for notes and sub-notes, Reconcile loan accounts across internal systems and partner records, Administer direct loan input and verification procedures, Collaborate with Loan Operations teams for data integrity, Identify workflow improvement opportunities, Share best practices with the broader team, Assist in developing plans for industry best practices, Leverage technology to streamline tasks
Seniority
Senior, hands-on IC