S&P Global, Inc

Team Lead - Agent Services (Syndicated Loans)

S&P Global, Inc • $75K — $115K *
Dallas, TX 75217In-Person
Finance & Insurance
Less than 5 years of experience
Today
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Job Overview by Ladders

Qualifications

  • Minimum 4 years of agent-side syndicated loan operations experience.
  • Proven client-facing experience with borrowers and lenders.
  • Excellent verbal and written communication skills.
  • Demonstrated team leadership with a focus on coaching and development.
  • Familiarity with the syndicated loan trading process is preferred.
  • Bachelor's degree in a related field or equivalent experience is preferred.

Responsibilities

  • Support projects to enhance the Agent Services product offering.
  • Manage team performance and portfolio metrics according to KPIs.
  • Drive continuous improvement of team processes.
  • Act as initial escalation point for clients and stakeholders.
  • Manage risks to minimize impact on business operations.
  • Develop and oversee the performance management of the agent services team.

Benefits

  • Comprehensive employee benefits package.
  • Annual incentive plan eligibility.
  • Opportunity for professional growth and development.
Full Job Description
About the Role:

Grade Level (for internal use):
10

The Role:

Team Lead - Agent Services (Syndicated Loans)

The Team:

The Agent Services team performs as a Syndicated Loans Agency operations team for our client base, performing all operational tasks to support both the borrower and lenders. Acting as an agent is a varied and highly visible role requiring accuracy and understanding of complex deal mechanics.

The Impact:

S&P Global is seeking an experienced and motivated Syndicated Loans Agency Operations Lead to help lead the Agent Services team administering the lending portfolios for our client base. The individual will be responsible for the oversight and leadership of the team(s) within their remit, communicating with our clients, their borrowers and the lending syndicate members. Additional responsibilities include partnering with other S&P Global business lines to drive continued progress of the regions to support the global operating model and local client base.

Responsibilities:

  • Supporting projects and other business initiatives to help further the Agent Services product offering


  • Management of the team and portfolio level metrics in line with expected Key Performance Indicators (KPI's)


  • Applying experience to drive continuous improvement of the teams and processes


  • Acting as a point of contact and an initial escalation level for clients and stakeholders


  • Active risk management to minimize commercial impact to the business


  • Development and performance management of the Agent Services team(s)


Compensation/Benefits Information:

S&P Global states that the anticipated base salary range for this position is $75,000 to $115,000. Final base salary for this role will be based on the individual's geographic location, as well as experience level, skill set, training, licenses and certifications. In addition to base compensation, this role is eligible for an annual incentive plan. This role is eligible to receive additional S&P Global benefits. For more information on the benefits we provide to our employees, please click here.

What We're Looking For:

Basic Required Qualifications:

  • Minimum of 4 years of experience supporting agent-side syndicated loan operations. Strong working knowledge of credit agreements, interest and fee processing, borrowings, paydowns, amendments, cash management, and related loan administration activities.


  • Proven experience in client-facing roles, including regular interaction with borrowers, lenders, and other stakeholders via phone and email. Ability to build and maintain strong client relationships while delivering exceptional service.


  • Excellent verbal and written communication skills with the ability to effectively communicate with clients, senior management, and cross-functional teams.


  • Demonstrated experience leading and developing teams, including direct management responsibility for at least three employees. Proven track record of coaching, training, performance management, and supporting career growth and development.


Additional Preferred Qualifications:

  • Familiarity with the syndicated loan trading process, including the review and interpretation of Assignment and Assumption Agreements.
  • Bachelor's degree in Finance, Accounting, Business, Economics, or a related field, or equivalent relevant experience.


  • Demonstrated ability to perform and validate loan-related calculations, including interest, fees, payment amounts, and imputed rate calculations. Advanced Microsoft Excel proficiency, including the use of Pivot Tables for data analysis, reporting, and identifying trends or exceptions within large data sets. Understanding of financial ratio calculations and their application within credit agreements.


  • Experience with syndicated loan platforms and market tools such as S&P Market Intelligence products, including WSO, iLEVEL, ClearPar, and DebtDomain.


  • Strong analytical, organizational, and critical-thinking skills with the ability to manage multiple priorities while supporting team objectives and team members.


  • Demonstrated ability to evaluate existing processes, identify opportunities for enhancement, and implement operational improvements.


  • Ability to effectively lead, engage, and collaborate with team members in both in-office and remote work environments.


Right to Work Requirements:

This role is limited to persons with indefinite right to work in the United States.

20 - Professional (EEO-2 Job Categories-United States of America), OPRTON202.1 - Middle Professional Tier I (EEO Job Group)

About S&P Global, Inc

S&P Global Market Intelligence is an exclusive analysis and in-depth data in real time for the banking.

S&P Global, Inc Careers

Join the dynamic team at S&P Global, Inc, a leader in providing transparent and innovative financial intelligence and analytics. As a global powerhouse, we are at the forefront of shaping the financial industry, making this an ideal time to advance your career with us. Work You’ll Do At S&P Global, Inc, you will be part of a culture that thrives on diversity, leadership, and professional excellence. Our team is committed to fostering an environment where innovation and growth are not just encouraged but are part of everyday activities. Transform your career with opportunities that place you at the intersection of data, technology, and market insights. Our professionals lead the industry in delivering cutting-edge solutions that address the challenges of today’s global markets. Join our team and collaborate with some of the brightest minds in the industry. With over 20,000 dedicated professionals worldwide, S&P Global, Inc offers a unique platform for professional growth and networking. S&P Global, Inc Jobs and Employment Opportunities We are continuously expanding our team and looking for talented individuals who are eager to drive innovation and lead change. Explore job opportunities in various fields, from financial services to data analysis, and contribute to our mission of providing essential intelligence. Do Innovative Work Be part of a company that values the skills and knowledge of its employees. At S&P Global, Inc, innovation is at the core of what we do. We offer a range of positions that allow you to apply your expertise and push the boundaries of what is possible in the financial sector. Internship Programs Kickstart your career with an internship at S&P Global, Inc. Our internships provide invaluable workplace experience and a chance to develop key skills that will aid you in your professional journey. Interns at S&P Global, Inc are crucial team members, working on projects that directly impact our business and clients. Benefits and Growth S&P Global, Inc is dedicated to the growth and development of its employees. We offer comprehensive benefits designed to enhance your life and well-being. From advanced career development programs to leadership training, we provide the tools necessary for you to succeed. Stay Connected Join Our Team Search open positions that match your skills and interests. We are looking for passionate, curious, and solution-driven team players. Whether you are starting your career or looking to take it to the next level, S&P Global, Inc offers a range of job opportunities and career paths. Keep Up to Date Stay ahead with career tips, insider perspectives, and industry-leading insights you can put to use today—all from the people who work here. Job Alert Emails Personalize your subscription to receive job alerts, latest news, and insider tips tailored to your preferences. Discover the exciting and rewarding opportunities that await at S&P Global, Inc. S&P Global, Inc is not just a company—it’s a place where you can make a difference. Join us and help shape the future of the financial world.
Learn more about S&P Global, Inc
Size
22,850 employees
Market Cap
$107.6 billion
Industry
Finance & Insurance
Net Income
$2.3 billion
Founded
1888
5 Year Trend
+7.9%
Revenue
$7.4 billion
NASDAQ
SPGI
* Ladders Estimates

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