DescriptionSummary:This position provides strategic leadership and operational oversight for the Agency Services function within Commercial Loan Services. This role manages leaders and professional staff responsible for servicing syndicated and participated loan portfolios where the bank serves as Agent. The manager is accountable for operational performance, risk management, regulatory compliance, service quality, audit readiness, and execution of key business initiatives. This position partners closely with Syndications, Credit, Treasury Management, Technology, Risk, Accounting, and Line of Business teams to support portfolio growth, process efficiency, and strong client and investor service.
Duties and Responsibilities:- Establishes strategic plans and operational objectives that support corporate goals, business growth, regulatory requirements, and operational excellence.
- Provides leadership and direction to managers, supervisors, and colleagues responsible for syndicated and participated loan servicing activities.
- Oversees end-to-end servicing of agented loan portfolios, including loan boarding, funding coordination, payment processing, principal and interest distributions, fee processing, rate resets, rollovers, advances, paydowns, and loan maintenance.
- Ensures timely and accurate communication with participant banks, borrowers, investors, internal business partners, and external stakeholders.
- Leads resolution of complex operational, accounting, servicing, client, investor, and compliance-related issues.
- Maintains ownership of operational controls, audit readiness, SOX controls, regulatory examinations, internal testing, and remediation activities.
- Directs implementation of policies, procedures, technology enhancements, automation, and process improvements to increase efficiency, scalability, and control effectiveness.
- Partners with Syndications, Loan Closing, Treasury, Finance, Technology, and Risk Management to support loan closings, product implementations, acquisitions, conversions, and strategic initiatives.
- Monitors productivity, service-level agreements, quality metrics, risk indicators, budgets, and performance trends; provides reporting and recommendations to senior leadership.
- Leads resource planning, staffing, talent development, succession planning, performance management, and colleague engagement initiatives.
- Develops and maintains a culture of accountability, continuous improvement, operational excellence, and exceptional client service.
- Performs other duties as assigned.
Basic Qualifications:- Bachelor's Degree
- 5+ years of banking, commercial loan servicing, syndicated loan servicing, operations, or related financial services experience.
- 3+ years of leadership experience managing supervisors, managers, or operational teams.
- Experience with syndicated and participated commercial loan products.
- Experience with operational risk management, audit support, compliance reviews, and control environments.
Preferred Qualifications- Advanced knowledge of syndicated loan servicing and agent bank responsibilities.
- Experience with ACBS, AFSVision, ClearPar, SyndTrak, HAWC, CLOS, or related commercial lending platforms.
- Knowledge of commercial credit agreements, loan documentation, interest calculations, fee structures, and investor servicing requirements.
- Proven success leading large-scale operational improvements, technology implementations, conversions, or transformation initiatives.
- Demonstrated ability to build cross-functional partnerships and influence senior leaders.
- Experience leading high-performing teams in a fast-paced, highly regulated banking environment.
- Strong analytical, organizational, communication, and problem-solving skills.
Exempt Status: (Yes = not eligible for overtime pay) (
No = eligible for overtime pay)
Yes
Workplace Type:Office
Our Approach to
Office Workplace Type
Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.
