Join a dynamic team providing trust, agency, and administrative services to borrowers and issuers in global capital markets. This role focuses on middle-office agency support for syndicated loans, working with diverse clients such as hedge funds, private equity firms, and financial institutions.

Key Responsibilities:

Portfolio Management:

• Assist in managing a portfolio of syndicated loan transactions.
• Review and interpret credit agreements and amendments.
• Build new deals and amendments in loan systems.

Client Interaction:

• Liaise daily with borrowers, clients, lawyers, and syndicate banks.
• Maintain strong client relationships and resolve inquiries promptly.

Documentation & Administration:

• Assist in reviewing and negotiating loan documentation.
• Manage loan prepayments, drawdown requests, and transaction updates.
• Ensure accurate data entry and system updates.

Operations & Compliance:

• Coordinate with internal teams for KYC processes.
• Adhere to operational controls and regulatory procedures.
• Monitor and escalate open issues to team leadership.

Qualifications:

• Bachelor’s degree in Business, Finance, Accounting, or Economics preferred.
• 1-2 years of experience in finance or syndicated loan administration.
• Proficiency in MS Excel; familiarity with Loan IQ is a plus.
• Strong attention to detail, multitasking, and organizational skills.
• Excellent interpersonal and communication abilities.

*This is a contract position on a W-2 basis. This position cannot work with third party C2C employers. This position is hybrid in Jacksonville, FL.