Loan Syndications Agency Services Analyst - Charlotte, ...

Zions Bancorporation Zions Bancorporation, N.A. (NYSE: ZION) is a premier financial services company with ~$100B in assets operating through 8 brands in Arizona, California, Colorado, Idaho, Nevada, New Mexico, Oregon, Texas, Utah, Washington, and Wyoming. With a leading market share in small and middle-market banking, the Banku2019s 500+ client managers and 200+ wealth advisors have vigorous client development strategies that feed into Zions Capital Markets. Zions Capital Markets Zions Capital Markets provides targeted, client-driven financing and advisory solutions to help companies across our markets raise capital efficiently and execute strategic transactions effectively. Our approach is simple u2013 help clients we know connect and tell their story to investors we know well. Zions Capital Markets brings u201cbulge bracketu201d solutions to the business customers of our local affiliates, as the platform is continually expanding our product capabilities to meet the evolving needs of our client base. The platform currently has teams of experienced professionals operating from offices in Salt Lake City, Houston, Los Angeles, Charlotte, Dallas, Ft. Lauderdale, and Orange County. We are looking for a Loan Syndication Agency Services Officer in Charlotte, NC. Essential Functions + Works directly with Loan Syndications Group, lending teams, participant banks and clients on the company's agented transactions. + Assists with Pre-Closing, Closing, and Post-Closing Support on Agented transactions and funds amounts as needed. + Functions as a liaison for day-to-day operations of the Agency Services Group to ensure timeliness and quality in all aspects of Agency Services Group. + Walks clients thru how the process works and functions as the intermediator between the clients and syndications. + Handles transactions, renews contracts and process thru system, get pricing from credit agreements and system. + Continuously works with the Loan Syndications Group to evaluate the Agency Services Group tasks and functions to provide customer service to internal bank partners, external bank partners and clients. + Resolves problems and issues with team members to accomplish established objectives. + Other duties as assigned. Qualifications + Requires a bachelor's degree in finance, business or a related field and 2+ yrs of loan processing, loan operations and credit analysis or other directly related experience. A combination of education and experience may meet requirements. + Working knowledge of lending operations, processing, documentation, loan processes and procedures, laws and regulations. + Solid analysis and problem resolution skills. + Ability to maintain working relationships with clients, participant banks, internal lenders, LSG team members and management. + Good leadership skills and ability to focus on goals and operational efficiency. + Solid organizational, project management, follow-up and communication skills, both verbal and written. + Uses judgement and creativity within policies and practices. + Ability to view and solve problems from customer's perspective. + Ability to manage and prioritize multiple projects and track details. + Must be detailed oriented. + Ability to meet deadlines. + Knowledge of various software applications including word processing and spreadsheets. Benefits + Medical & Dental Insurance & Vacation & Profit Sharing - START DAY ONE 401(k) plan, competitive compensation in line with work experience. + Most roles eligible for sales bonuses + monthly incentives and/or annual discretionary bonus, some roles include mileage + travel time pay, and/or parking waivers (must meet eligibility requirements + Paid Training, Paid Vacation, Paid Holidays, and promotional opportunities offered from within + Tuition Reimbursement for qualifying employees + Stable Employer, we are a division of Zions Bancorporation and included in the S&P 500 & NASDAQ Financial 100 indices. Req ID: 069984Equal Opportunity Employer It is the policy of this corporation to provide equal employment and advancement opportunities to all employees and applicants for employment, without regard to race, color, religion, age (40 and over), sex, pregnancy, gender, disability, national origin, ethnic background, citizenship, veteran status, sexual orientation, gender identity and expression or any other characteristic protected by applicable law. This policy is established and administered in accordance with all applicable federal, state, and local laws. If you are an individual with disabilities who needs accommodation, or you are having difficulty using our website to apply for employment, please contact us at (801) 844-7628, Mon.-Fri. between 9 a.m. - 5 p.m. MST. Click here to view applicable Federal, State and/or local employment law posters.

Created: 2026-04-04