Loan Syndication

Role Overview

We are seeking an experienced professional to lead the
Loan Syndication Reconciliation & Settlement team
, ensuring accurate and timely execution of loan transactions across the full lifecycle, including
paydowns, drawdowns, rollovers, and syndication settlements
. The role requires strong knowledge of
WSO tool
, syndicated loan structures, and middle-to-back-office processes to drive operational excellence, mitigate risk, and provide best-in-class support to front office and stakeholders.

Key Responsibilities

• Team Leadership & Oversight
• Lead and manage the Reconciliation & Settlement team within Loan Syndication.
• Provide guidance, mentoring, and performance management to ensure high-quality output.

• Drive process improvements and automation to enhance efficiency and accuracy.

• Operational Execution

• Oversee the end-to-end loan lifecycle activities
  , including:
• Paydowns
  – tracking, processing, and reconciling scheduled and unscheduled loan paydowns.
• Drawdowns
  – ensuring accurate funding of borrower requests in line with facility agreements.
• Rollovers
  – handling extensions and rollovers of loan tranches.
• Syndication Settlements
  – coordinating primary and secondary loan trade settlements.
• Ensure all bookings and reconciliations are accurately captured in
  WSO
  and aligned with internal systems.

• Manage cash flow tracking and settlement to ensure accuracy and timeliness.

• Reconciliation & Controls

• Perform daily position and cash reconciliations with counterparties, agents, and custodians.
• Investigate and resolve breaks, discrepancies, and trade mismatches promptly.

• Monitor exceptions and escalate potential risks to management.

• Stakeholder Management

• Partner with Front Office, Trading, Sales, Product Control, and Risk to ensure smooth loan operations.
• Liaise with Agent Banks, custodians, and external counterparties for settlement and reconciliation queries.

• Act as a key contact point for audit, compliance, and regulatory inquiries related to loan operations.

• Process Improvement

• Develop, document, and enforce policies and procedures for the Loan Syndication settlement process.
• Drive automation initiatives and system enhancements within
  WSO
  and related platforms.
• Proactively identify opportunities to strengthen operational controls and mitigate risk.

Qualifications & Skills

• Bachelor's degree in Finance, Accounting, Business, or related field.
• 7+ years of experience in
  Loan Operations / Loan Syndication
  , with at least 3 years in a
  leadership role
  .
• Strong knowledge of
  WSO
  and its integration in loan lifecycle management.
• In-depth understanding of
  loan syndication processes
  , including paydowns, drawdowns, rollovers, and settlements.
• Proven ability to manage reconciliation, settlement, and operational risk functions in a fast-paced environment.
• Strong leadership, team management, and mentoring skills.
• Excellent communication and interpersonal abilities for managing internal and external stakeholders.
• Detail-oriented with strong analytical, problem-solving, and decision-making skills.