Summary
Location
Charlotte
Salary
$63k - $70k
Type
full-time
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About this role
SMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a 400-year history, SMBC Group offers a diverse range of financial services, including banking, leasing, securities, credit cards, and consumer finance. The Group has more than 130 offices and 80,000 employees worldwide in nearly 40 countries. Sumitomo Mitsui Financial Group, Inc. (SMFG) is the holding company of SMBC Group, which is one of the three largest banking groups in Japan. SMFG’s shares trade on the Tokyo, Nagoya, and New York (NYSE: SMFG) stock exchanges.
In the Americas, SMBC Group has a presence in the US, Canada, Mexico, Brazil, Chile, Colombia, and Peru. Backed by the capital strength of SMBC Group and the value of its relationships in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization’s extensive global network. The Group’s operating companies in the Americas include Sumitomo Mitsui Banking Corp. (SMBC), SMBC Nikko Securities America, Inc., SMBC Capital Markets, Inc., SMBC MANUBANK, JRI America, Inc., SMBC Leasing and Finance, Inc., Banco Sumitomo Mitsui Brasileiro S.A., and Sumitomo Mitsui Finance and Leasing Co., Ltd.
The anticipated salary range for this role is between $63,000.00 and $70,000.00. The specific salary offered to an applicant will be based on their individual qualifications, experiences, and an analysis of the current compensation paid in their geography and the market for similar roles at the time of hire. The role may also be eligible for an annual discretionary incentive award. In addition to cash compensation, SMBC offers a competitive portfolio of benefits to its employees.
Role Description
The Loan Operations Closing Analyst is part of the Business Controls Department - Americas Division (BCDAD). The Closing Analyst will support a smooth and efficient closing of Bi-Lateral, Syndicated and Agented deals. The analyst must have the ability to read and interpret the operational aspects of credit agreements, support software processes, have an understanding of Loan IQ, and can communicate effectively via email and telephone with a variety of people including customers, banks, and client executives.
Responsibilities
- Complete coordination, review, and system (LIQ) input of assigned new deals and amendments
- Compare Credit Application to Credit Agreement to ensure there are no discrepancies between the two source documents.
- Creation of Deal Notebook and Facility Notebook in LIQ.
- Ensure banks books accurately reflect the intentions of the credit agreement and credit approval.
- Coordinate the flow of funds at closing.
- Complete assigned projects generally to address workflow or business-related matters
- Adhere to internal and external regulatory policies and procedures
- Coordinate daily funding requirements with Treasury Desk for managed loan portfolio.
Qualifications and Skills
- Interpret credit agreements and related documentation
- Experienced in a variety of loan types and servicing including all aspects of funding
- Follow instructions very well; detail-oriented and be able to organize and prioritize workload
- Understand all aspects of deal/loan administration functions and tasks
- Use of LIQ preferred, but not required; similar loan system experience acceptable
- Construct and amend bilateral and syndicated deal structures
- Trouble-shoot basic loan related functional problems/issues
Additional Requirements
SMBC’s employees participate in a Hybrid workforce model that provides employees with an opportunity to work from home, as well as, from an SMBC office. SMBC requires that employees live within a reasonable commuting distance of their office location. Prospective candidates will learn more about their specific hybrid work schedule during their interview process. Hybrid work may not be permitted for certain roles, including, for example, certain FINRA-registered roles for which in-office attendance for the entire workweek is required.
SMBC provides reasonable accommodations during candidacy for applicants with disabilities consistent with applicable federal, state, and local law. If you need a reasonable accommodation during the application process, please let us know at [email protected].
Other facts
About Sumitomo Mitsui Banking Corporation
SMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a 400-year history, SMBC Group offers a diverse range of financial services, including banking, leasing, securities, credit cards, and consumer finance. The Group has more than 150 offices and 120,000 employees worldwide in nearly 40 countries. Sumitomo Mitsui Financial Group, Inc. (SMFG) is the holding company of SMBC Group, one of the three largest banking groups in Japan. SMFG's shares trade on the Tokyo and Nagoya stock exchanges, and its ADRs trade on the New York Stock Exchange (NYSE: SMFG).
Americas: https://www.smbcgroup.com/
EMEA: https://www.smbcgroup.com/emea/
APAC: https://www.smbc.co.jp/asia/
Tokyo: https://www.smfg.co.jp/english/
What you'll do
- The Loan Operations Closing Analyst will support the efficient closing of Bi-Lateral, Syndicated, and Agented deals. Responsibilities include coordinating new deals, ensuring accuracy of credit agreements, and adhering to regulatory policies.
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