Senior Operations Specialist, Syndicated Loans Agency Operations

Job description

About the Role

Grade Level (for internal use): 09 The Role: We are seeking a motivated Senior Operations Specialist, Syndicated Loans Agency Operations to lead a team within the Agent Services administering the lending portfolios for our client base. The individual will be responsible for the lifecycle events of the deals, 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.

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 the understanding of complex deal mechanics.

Responsibilities

Executing the operational requirements to manage the lifecycle events of a syndicated loan Applying and continuously developing a subject matter expert (SME) level of support within the team, supporting more junior members of staff with any complexities within the deal/portfolio Interpreting the underlying legal documents to ensure the deal and its members are managed in compliance with the terms

Supporting projects and other business initiatives to help further the Agent Services product offering Answering client, borrower and lender queries in a timely manner Financial analysis of deals to ensure accruals and pricing mechanics are correct Management of outstanding work items in line with expected Key Performance Indicators (KPI’s) Ensuring a high level of accuracy to minimize operational risk within the lending portfolio

Compensation/Benefits Information: S&P Global states that the anticipated base salary range for this position is $70,000.00 to $90,000.00.

The 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 are looking for

Required Qualifications: Agent-Side Syndicated Loans Experience: Minimum of 3 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.

Client Relationship Management

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.

Communication Skills

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

Leadership & People Development

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.

Preferred Qualifications

Loan Trading Knowledge: Familiarity with the syndicated loan trading process, including the review and interpretation of Assignment and Assumption Agreements.

Loan Operations & Analytical Skills

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.

Education

Bachelor's degree in Finance, Accounting, Business, Economics, or a related field, or equivalent relevant experience.

Industry Systems Expertise

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

Problem-Solving & Organization

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

Process Improvement Mindset

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

Remote & Hybrid Leadership

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. About S&P Global Market Intelligence At S&P Global Market Intelligence, a division of S&P Global we understand the importance of accurate, deep and insightful information. Our team of experts delivers unrivaled insights and leading data and technology solutions, partnering with customers to expand their perspective, operate with confidence, and make decisions with conviction.

For more information, visit www.spglobal.com/marketintelligence . What’s In It For You?

Our Mission

Advancing Essential Intelligence.

Our People

We're more than 35,000 strong worldwide—so we're able to understand nuances while having a broad perspective. Our team is driven by curiosity and a shared belief that Essential Intelligence can help build a more prosperous future for us all.From finding new ways to measure sustainability to analyzing energy transition across the supply chain to building workflow solutions that make it easy to tap into insight and apply it.

We are changing the way people see things and empowering them to make an impact on the world we live in. We’re committed to a more equitable future and to helping our customers find new, sustainable ways of doing business. Join us and help create the critical insights that truly make a difference.

Our Values

Integrity, Discovery, Partnership Throughout our history, the world's leading organizations have relied on us for the Essential Intelligence they need to make confident decisions about the road ahead. We start with a foundation of integrity in all we do, bring a spirit of discovery to our work, and collaborate in close partnership with each other and our customers to achieve shared goals.

Benefits

We take care of you, so you can take care of business. We care about our people. That’s why we provide everything you—and your career—need to thrive at S&P Global.

Our benefits include: Health & Wellness: Health care coverage designed for the mind and body.

Flexible Downtime

Generous time off helps keep you energized for your time on.

Continuous Learning

Access a wealth of resources to grow your career and learn valuable new skills.

Invest in Your Future

Secure your financial future through competitive pay, retirement planning, a continuing education program with a company-matched student loan contribution, and financial wellness programs.

Family Friendly Perks

It’s not just about you. S&P Global has perks for your partners and little ones, too, with some best-in class benefits for families.

Beyond the Basics

From retail discounts to referral incentive awards—small perks can make a big difference.

For more information on benefits by country visit

https://spgbenefits.com/benefit-summaries Global Hiring and Opportunity at S&P Global: At S&P Global, we are committed to fostering a connected and engaged workplace where all individuals have access to opportunities based on their skills, experience, and contributions. Our hiring practices emphasize fairness, transparency, and merit, ensuring that we attract and retain top talent. By valuing different perspectives and promoting a culture of respect and collaboration, we drive innovation and power global markets.

Recruitment Fraud Alert

If you receive an email from a spglobalind.com domain or any other regionally based domains, it is a scam and should be reported to [email protected] . S&P Global never requires any candidate to pay money for job applications, interviews, offer letters, “pre-employment training” or for equipment/delivery of equipment. Stay informed and protect yourself from recruitment fraud by reviewing our guidelines, fraudulent domains, and how to report suspicious activity here . ----------------------------------------------------------- Equal Opportunity Employer S&P Global is an equal opportunity employer and all qualified candidates will receive consideration for employment without regard to race/ethnicity, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, military veteran status, unemployment status, or any other status protected by law.

Only electronic job submissions will be considered for employment. If you need an accommodation during the application process due to a disability, please send an email to: [email protected] and your request will be forwarded to the appropriate person.

US Candidates Only

Know Your Rights: Workplace discrimination is illegal ----------------------------------------------------------- 20 - Professional (EEO-2 Job Categories-United States of America), OPRTON202.1 - Middle Professional Tier I (EEO Job Group)