CareerPlan

Associate, Syndicated Loans Agency Operations

Dallas, Texas; Boulder, ColoradoFull-time$50k2026-09-09 → 2026-09-24
Based in United StatesNo visa sponsorship

Core

Administer syndicated loan lending portfolios and manage lifecycle events for borrowers, lenders, and syndicate members.

Role type

Associate, Syndicated Loans Agency Operations

Builds

Operational support for syndicated loan deals and agent services product offerings

Domain

Financial Services / Syndicated Lending

Required skills

Client relationship management, Legal document interpretation, Financial analysis, Operational risk management, Process improvement, Stakeholder communication

Preferred skills

Syndicated loan trading process knowledge, Loan-related calculations (interest, fees, imputed rates), Advanced Excel (Pivot Tables), Credit agreement analysis, Syndicated loan platforms (WSO, iLEVEL, ClearPar, DebtDomain), Loan administration (amendments, cash management)

Responsibilities

Execute operational requirements for syndicated loan lifecycle events, Interpret legal documents for compliance, Answer client/borrower/lender queries, Perform financial analysis for accruals and pricing, Manage outstanding work items against KPIs, Support business initiatives to enhance agent services

Seniority

Associate, entry-level to mid-level IC