Syndicated Loans


Syndicated Loans

We work with Financial Institutions that act as Lead Managers on Syndicated Loans,  and analyze, manage and consult on loan/project structuring for their clients. We are available on a short term contract basis (30-180 Day projects). We will only work with one Financial Institution at a time.  (Currently On Contract with Citi -Institutional Clients Group)

Duties we perform but not limited to: 

  • Responsible for all client interactions and deliverables associated with Loan products and programs.
  • Proactively manage client relationship. This means identifying, developing, automating and optimizing processes, tools and methodologies to retain clients and maximize efficiencies.
  • Maintain positive working relationships with internal and external clients by providing superior Client service.
  • Maintain accurate Client records, and regularly provide Client status updates, highlighting Client advocates and those at risk.
  • Collaborate with other internal departments e.g. product development, technology, support, training and external partners, on new releases impacting the client and operational readiness; including providing input on potential enhancements and identifying current pain points.
  • Conducts regular reviews with assigned customers to ensure that customer's goals and expectations are being met.
  • Ensures that the customer issues are being resolved in a timely manner and that all escalated matters are handled with a sense of urgency.
  • Prepare updates to internal management on the health of the client accounts and the overall status of all client related projects.
  • Provides support for a variety of tasks related to the loan process
  • Staff employs an advanced knowledge of lending documentation, operations and legal terminology to perform a variety of complex loan processing, closing and funding functions
  • Seasoned professionals that integrates subject matter and industry expertise within a defined area.
  • Directly impacts the area through shared responsibility for delivery of end results and formulation of procedures/process improvement.
  • Provides value-added perspective or advice that contributes to the development of new techniques and the improvement of the loan documentation processes for the area.
  • Responsible for own work to support business teams in an assigned area
  • Resolves complex problems where the analysis of situations or data requires an in-depth evaluation of loan procedures and industry standards
  • Makes a significant contribution to change-the-bank projects and offers solutions at an advanced level
  • Serves as an analytical and/or procedural expert, representing a unit or team to support deliverables/initiatives
  • Provides evaluative judgment based on analysis of factual information in complicated and unique situations, mostly but not limited to the loan documentation process
  • Responsible for escalating control gaps and issues to senior management
  • Identifies loan related control deficiencies and implements appropriate procedures and solutions to mitigate any risk or control losses
  • Identifies opportunities to reduce expenses
  • Applies in-depth knowledge of concepts and procedures within own area to resolve issues related to loan documentation processes
  • Demonstrates a comprehensive understanding of how own loan function collectively integrates to contribute to achieving overall business goals
  • Influences decisions through advice, counsel and/or facilitating services to others in area of specialization
  • Serves as the first point of escalation for staff members, management, and internal/external clients
  • Assumes informal/formal leadership role within the team, is involved in the coaching and training of new recruits, and provides guidance and support to junior staff
  • Creates, develops and maintains effective relationships with colleagues, management, internal/external clients and stakeholders, and seeks to understand their needs and provides solutions
  • Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Client, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Contact RC Patterson at 302-478-7500