Senior Commercial Agency Services Specialist (Charlotte)

Position Overview:

The Senior Commercial Agency Services Specialist plays a key role in the execution, administration, and ongoing oversight of complex syndicated commercial lending transactions. This position serves as a central point of coordination between internal business units, lending partners, legal counsel, and external investors to facilitate accurate transaction processing and ensure a high standard of operational excellence.

The successful candidate will oversee a portfolio of syndicated credit facilities throughout the loan lifecycle, from closing through ongoing administration. This individual will apply advanced industry knowledge to support risk mitigation, maintain data integrity, ensure compliance with regulatory requirements, and enhance the client and investor experience.

Key Responsibilities:

• Manage the closing, onboarding, and ongoing administration of complex syndicated credit facilities, including commercial real estate and construction-related transactions.
• Conduct detailed reviews of loan documentation to verify consistency with approved credit structures, internal policies, and applicable regulatory requirements.
• Coordinate with relationship managers, underwriting teams, legal counsel, syndication partners, and investors to ensure seamless transaction execution and servicing.
• Act as the primary administrative contact for participating lenders and investors, delivering clear, timely communication regarding transaction activity, amendments, reporting requirements, and loan events.
• Facilitate funding, processing, and settlement activities within loan servicing and accounting platforms while ensuring accuracy and completeness of transaction records.
• Monitor and maintain portfolio data, ensuring financial, borrower, and transactional information remains accurate, complete, and compliant with established governance standards.
• Support risk management efforts by identifying operational, compliance, and reputational risks and taking appropriate action to resolve issues proactively.
• Prepare and distribute notices, reporting packages, and other transaction-related communications in accordance with market standards and servicing requirements.
• Partner with internal stakeholders across multiple business areas to improve efficiency, strengthen controls, and support high-quality service delivery.
• Provide guidance and technical expertise to less experienced team members and serve as a resource for complex transaction questions and process-related issues.
• Assist leadership with workflow coordination, project support, and team coverage as needed.

Qualifications:

• Minimum of 5 years of experience supporting syndicated loan closings, agency services, loan administration, or a related commercial banking function.
• Demonstrated expertise in the operational and administrative management of syndicated lending transactions across the full loan lifecycle.
• Strong understanding of commercial lending documentation, loan servicing practices, and syndicated credit structures.
• Proven ability to interpret complex legal and financial documents while identifying potential risks and discrepancies.
• Exceptional attention to detail with a track record of maintaining high levels of data accuracy and operational quality.
• Strong analytical and problem-solving capabilities with the ability to navigate complex situations and competing priorities.
• Excellent written and verbal communication skills with experience interacting with lenders, investors, clients, legal counsel, and senior business partners.
• Advanced proficiency with loan servicing, accounting, and transaction management systems.
• Experience with syndicated loan platforms and loan accounting applications; Loan IQ experience is highly preferred.
• Ability to work independently while effectively managing multiple transactions and deadlines in a fast-paced environment.

Preferred Education:

• Bachelor's degree in Finance, Business Administration, Accounting, Economics, or a related field preferred.