Associate, Commercial Loan Servicing Operations (Agency Syndications)

Capital One is a financial services company looking for an experienced candidate to join their Commercial Loan Servicing Operations Team. The role involves managing an agent syndicated portfolio, processing loan requests, and ensuring compliance with service level agreements while collaborating with various stakeholders.

Responsibilities

• Manage an agent syndicated portfolio of active credit facilities as the Loan Operations Servicer for a variety of the Commercial Corporate Banking line of business
• Process loan requests (disbursements, pay downs, payments, etc.); interest and exchange rate fixing, interest and fee calculations, billing and liquidations
• Manage high volumes of transaction processing and email correspondence with precision, ensuring all tasks are completed accurately and compliant with documented SLA’s
• Manage and maintain effective oversight across multiple workflow tools including Gmail, Slack, Salesforce, Customer Hotline
• Maintain relationships with various lines of business, participant banks/co-lenders and partner teams to include escalation, resolution and risk management
• Partner with respective business units and other internal teams to align needs and provide operational support
• Perform & drive team account management, exception reporting, cash breaks analysis and reconciliations within established SLA’s
• Ability to accurately interpret credit agreements, promissory notes etc. in order to determine operational feasibility and maintain data integrity of the commercial loan system of record (ACBS)
• Engage and contribute in virtual and in person forums with business partners, peers, senior leadership and direct team on a regular basis
• Communicate directly with customers & participants for all loan related requests, resolving and expediting inquiries, discrepancies, and special requests via email and telephone
• Contribute effectively to organizational initiatives, drive team goals and foster a culture of continuous improvement, engagement and inclusivity

Skills

• High School Diploma, GED or equivalent certification
• At least 1 year of experience in Commercial Loan Closing or Commercial Loan Servicing
• At least 1 year of experience with Microsoft Office (Outlook, Excel, Word, PowerPoint) or Google Suite (Sheets, Slides, Docs)
• Solid product knowledge related to admin agent syndicated loans within Corporate Banking
• Strong communication skills
• Ability to work collaboratively with stakeholders
• Ability to manage an agent syndicated portfolio of active credit facilities
• Ability to process loan requests (disbursements, pay downs, payments, etc.)
• Ability to manage high volumes of transaction processing and email correspondence with precision
• Ability to maintain effective oversight across multiple workflow tools including Gmail, Slack, Salesforce, Customer Hotline
• Ability to maintain relationships with various lines of business, participant banks/co-lenders and partner teams
• Ability to accurately interpret credit agreements, promissory notes etc
• Ability to engage and contribute in virtual and in person forums
• Ability to communicate directly with customers & participants for all loan related requests
• Ability to contribute effectively to organizational initiatives and drive team goals
• Bachelor's Degree or military experience
• 2+ years of systems experience in ACBS
• 2+ years of systems experience in Salesforce
• 2+ years of experience with Microsoft Office (Outlook, Excel, Word, PowerPoint) or Google Suite (Sheets, Slides, Docs)
• 2+ years of Agent Syndication Loan Closing or Agent Syndication Loan Servicing experience
• 2+ years of experience in Commercial Banking Operations

Benefits

• Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being.

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