Corporate Lending Closing Specialist
Listed on 2026-02-18
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Finance & Banking
Risk Manager/Analyst
Final date to receive applications: 02/26/2026
Address: 320 S Canal Street
Job Family Group:
Customer Shared Services
Seeking experienced candidates to join our Leveraged Finance Lending Operations Team, in the role of Corporate Lending Closing Specialist.
This role is primarily accountable to manage highly syndicated loan transactions within LoanIQ and Clear Par, including set up of the deal at closing, managing and executing the primary syndication settlement, maintaining ongoing lender positions, and booking of refinancing’s or other corporate actions. The ideal candidate is experienced in closing highly syndicated loan transactions and the primary syndication settlement process. Experienced in LoanIQ, Clear Par, and S&P Loan Platform is highly desired.
Provides loan closing and portfolio monitoring support in a professional and timely manner. Facilitates the loan closing process, commitment management and the booking and accounting of the loan portfolio ensuring all required policies, guidelines and standards are met. Delivers exceptional customer service by providing responsive, accurate, consistent, knowledgeable services and support.
Responsibilities- Addresses more complex escalated customer requests and transactions or escalates with recommendations.
- Provides advice and guidance to assigned business/group on implementation of solutions.
- Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.
- Conducts independent analysis and assessment to resolve strategic issues.
- Builds effective relationships with internal/external stakeholders.
- Ensures alignment between stakeholders.
- Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
- Supports change management of varying scope and type; tasks typically focused on execution and sustainment activities.
- Participates in defining the communication plan designed to positively influence or change behaviour; develops tailored messaging; and identifies appropriate distribution channels.
- May act as Team Lead and assist manager in activities such as coordination and scheduling of work, workload management, resource forecasting, quality control, training, coaching team members and problem resolution.
- Provides input into the planning and implementation of operational programs.
- Processes more complex transactions and activities.
- Researches and resolves discrepancies and issues or escalates to manager, as required.
- Completes administrative activities to ensure the smooth operation of the unit; including scanning and filing documents as required.
- Executes routine tasks such as service requests, transactions, queries etc. within relevant service level agreements.
- Identifies business needs, designs/develops tools and training programs; may include delivery of training to audiences.
- Acts as the day to day contact for vendors; supports the implementation, maintenance, and sustainment of vendor solutions.
- Participates in deal closing events to ensure conditions and funding requirements have been met.
- Analyzes the credit documentation to the credit approval, structures the loan parameters on the lending system and communicates deal information to deal stakeholders.
- Tracks and monitors credit, legal and compliance documentation/collateral and participates in the follow up and escalation process when issues are identified.
- Gathers additional documentation from the customer and/or internal/external stakeholders to ensure all required information is available to fulfill client requests.
- Manages customer documentation to ensure that records are maintained in a proper manner.
- Investigates and addresses customer services issues according to established parameters, referring or escalating as required.
- Collaborates with internal and external stakeholders to deliver on business objectives.
- Analyzes data and information to provide insights and recommendations.
- Develops knowledge around a customer's business, industry, and market in effort to better service their needs.
- May prepare legal documents.
- Collaborates in identifying, recommending and implementing workflow improvements to deliver a…
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