Syndicated Loan Closing Specialist (Commercial)

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About this role:

Commercial Banking Operations (CBO) delivers a world-class experience to wholesale banking clients through flawless execution and a robust risk management framework—enabling seamless lending, servicing, and specialized financial solutions across U.S. and global markets.

As a Syndicated Loan Closing Specialist, you’ll play a critical role in bringing moderately complex to complex commercial loans across the finish line—owning pre-close coordination, diligence, and document readiness while ensuring accuracy in systems of record and alignment to policy and regulatory requirements.

You’ll partner closely with Credit, Sales, and Legal as the connective tissue that keeps negotiated terms, documentation, and compliance standards aligned—while also helping strengthen controls, reduce documentation risk, and elevate the team through peer guidance.

In this role, you will:

• Work pre-close documents for moderately complex to complex commercial loans

• Coordinate all aspects of loan closings

• Perform customer, loan and regulatory diligence

• Accurately evaluate and upload data into the systems of record

• Ensure compliance with all bank policies, procedures and regulatory requirements

• Review and prepare complex loan documents

• Coordinate legal activities for loan documentation that may include

• Document purchased from third party sources, with internal staff and the Corporate Legal group

• Serve as primary liaison between Credit, Sales, and Legal departments

• Work collaboratively with Credit, Sales and Legal regarding proper procedures and documentation requirements necessary to ensure accuracy with negotiated terms and ensure alignment with appropriate compliance standards

• Review and negotiate complex legal documentation, evaluate risks, devise strategies to mitigate documentation risk and identifying procedural modifications

• Provide guidance and training to peers

• Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals

• Interact with internal customers

• Receive direction from leaders and exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements

Required Qualifications:

• 2+ years of Commercial Loan Closing experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Experience servicing syndicated commercial loans
• Familiarity with LoanIQ loan processing
• Ability to review and interpret complex commercial loan documentation
• Working knowledge of debits and credits
• Strong analytical skills with high attention to detail and accuracy
• Experience resolving escalated and complex customer issues
• Ability to prioritize work, meet deadlines, and perform under pressure in a dynamic environment
• Strong verbal, written, and interpersonal communication skills

Job Expectations:

• Willingness to work on-site at stated location on the job opening
• This role offers a hybrid work schedule
• This position is not eligible for Visa sponsorship