Lewis James Professional
Syndicated Loan Closer (Houston)
Lewis James Professional, Houston, Texas, United States, 77246
Syndicated Loan Closing Specialist
Lewis James Professional is a woman-owned staff augmentation, project consulting and direct hire search and placement firm. We are currently seeking a Syndicated Loan Closing Specialist for a direct hire opportunity with a financial services client.
Responsibilities: Gather and validate required due-diligence items for loan closings and amendments. Facilitate and verify initial funding activities, ensuring all general ledger entries balance appropriately. Manage the collection and application of all fees associated with the closing. Communicate relevant closing updates to partner banks involved in the syndication. Set up new loan facilities within internal systems and process ongoing maintenance activities. Assist in clearing post-closing exceptions and resolving documentation or booking discrepancies. Strong understanding of loan syndications and participations. Familiarity with syndicated credit structures and legal documentation. Knowledge of general ledger processes and reconciliation. Working understanding of real estate due-diligence requirements, including flood compliance. Interpret loan approvals, validate lending authority, and review complex credit agreements. Translate loan terms into accurate system setups that reflect legal documentation. Organize work effectively and maintain a structured operational approach.
Qualifications: Strong customer service orientation and ability to work with high-value clients. Advanced analytical and problem-solving abilities. Clear, professional written and verbal communication skills. Proficiency in Microsoft Office, particularly Excel. Exceptional attention to detail with the ability to identify, troubleshoot, and escalate risks or inconsistencies. Comfort working through ambiguity and adapting to changing requirements. Bachelors degree in finance or a related field required. 35 years of experience in loan closing, loan operations, due diligence, or loan system administration. Experience with ACBS or similar commercial loan systems is preferred.
For immediate consideration, please click Apply and use Job Code BHJOB11837_4316. You may also send a copy of your resume to: resumes@lewisjamesprofessional.com and enter only the following job code in the subject line: BHJOB11837_4316. Lewis James Professional is an Equal Opportunity Employer. M/F/D/V
Lewis James Professional is a woman-owned staff augmentation, project consulting and direct hire search and placement firm. We are currently seeking a Syndicated Loan Closing Specialist for a direct hire opportunity with a financial services client.
Responsibilities: Gather and validate required due-diligence items for loan closings and amendments. Facilitate and verify initial funding activities, ensuring all general ledger entries balance appropriately. Manage the collection and application of all fees associated with the closing. Communicate relevant closing updates to partner banks involved in the syndication. Set up new loan facilities within internal systems and process ongoing maintenance activities. Assist in clearing post-closing exceptions and resolving documentation or booking discrepancies. Strong understanding of loan syndications and participations. Familiarity with syndicated credit structures and legal documentation. Knowledge of general ledger processes and reconciliation. Working understanding of real estate due-diligence requirements, including flood compliance. Interpret loan approvals, validate lending authority, and review complex credit agreements. Translate loan terms into accurate system setups that reflect legal documentation. Organize work effectively and maintain a structured operational approach.
Qualifications: Strong customer service orientation and ability to work with high-value clients. Advanced analytical and problem-solving abilities. Clear, professional written and verbal communication skills. Proficiency in Microsoft Office, particularly Excel. Exceptional attention to detail with the ability to identify, troubleshoot, and escalate risks or inconsistencies. Comfort working through ambiguity and adapting to changing requirements. Bachelors degree in finance or a related field required. 35 years of experience in loan closing, loan operations, due diligence, or loan system administration. Experience with ACBS or similar commercial loan systems is preferred.
For immediate consideration, please click Apply and use Job Code BHJOB11837_4316. You may also send a copy of your resume to: resumes@lewisjamesprofessional.com and enter only the following job code in the subject line: BHJOB11837_4316. Lewis James Professional is an Equal Opportunity Employer. M/F/D/V