Fifth Third Bank Logo

Fifth Third Bank

Analyst, Agency Management

Posted 2 Days Ago
Be an Early Applicant
In-Office
Charlotte, NC
Mid level
In-Office
Charlotte, NC
Mid level
The Analyst will manage post-closing items for syndicated loans, track financial deliverables, assist deal teams, and maintain compliance and reporting responsibilities across multiple transactions.
The summary above was generated by AI

Make banking a Fifth Third better®
We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.

GENERAL FUNCTION:

The Agency Management Analyst role is part of the Agency Management group at Fifth Third and will work predominantly on post-closing items for Agented Syndicated Loan deals.  The primary focus of the role will be to be to track and lead the process involving financial deliverables and compliance certificates for deals where Fifth Third acts as Administrative Agent.

This role performs a wide range of analytical, tracking, and transaction due diligence functions in support of the ongoing, post-closing servicing of capital markets financing solutions across loan products.  The qualified candidate will function in roles that include project management, compliance, and operational excellence while working closely with all capital market teams, industry verticals, middle market, and large-corporate teams.  Requires highly skilled analytical and communication skills, along with the ability to work well under pressure and with tight deadlines.  Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

  • Assist deal team by engaging the Middle Office Closing Manager upon notification of new transactions in the pipeline
  • Once deal is closed, onboard new clients by preparing the welcome package for the client with key contacts at Fifth Third and what the ongoing requirements of the Credit Agreement are, including reporting deliverables and key dates/timelines
  • Manage multiple, competing priorities while working on a number of high priority deals simultaneously
  • Manage the receipt of ongoing financial deliverables and compliance certificates from the client
  • Maintain the Agency Management Portal – Track collection of client deliverables and follow up for receipt of all necessary documents while escalating when necessary
  • Manage the deal site (SyndTrak) access for other lenders and post reporting and other documents to the site for lenders
  • Assist Agency Services in term out of DLOCs and ensuring amortization schedules are established and client is invoiced for payment
  • Tabulate lender votes on amendments
  • Communicate effectively with PMs, RMs, and deal team members on issues that arise with any deliverables or and work on other projects as needed
  • Develop proficiency in multiple relevant systems used by the team, including SyndTrak, Wall Street Office, Microsoft Office, ACBS, and others
  • Perform additional duties as required

SUPERVISORY RESPONSIBILITIES: None

MINIMUM KNOWLEDGE & SKILLS REQUIRED:

  • 3-5 years of previous banking experience with background in Agency Services or Agency Management preferred
  • Bachelor's degree with strong financial or business background
  • Undergraduate level financial and managerial accounting course work preferred
  • Strong analytical skills and an interest in corporate finance, deal servicing, and financial markets
  • Must be familiar with Agented Syndicated Credit Agreements and how to navigate/interpret those documents
  • Strong attention to detail and organizational skills
Analyst, Agency Management

At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day.

The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. In addition to the base salary, this role is eligible to participate in an incentive compensation plan, with any such payment based upon company, line of business and/or individual performance.

Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: https://www.53.com/content/fifth-third/en/careers/benefits.html or by consulting with your talent acquisition partner. 

LOCATION -- Charlotte, North Carolina 28202

Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.

Top Skills

Acbs
MS Office
Syndtrak
Wall Street Office

Similar Jobs

45 Minutes Ago
Remote or Hybrid
Raleigh, NC, USA
Senior level
Senior level
Artificial Intelligence • Cloud • HR Tech • Information Technology • Productivity • Software • Automation
The role involves consulting and configuring ServiceNow Integrations, driving customer satisfaction, integrating AI solutions, and resolving complex technical issues.
Top Skills: AIAPIsAutomated Test FrameworkDelegated DevelopmentEncryptionExport SetsFlow DesignerIdrImport SetsIntegrationsJavaScriptJdbcLdapMiddlewareMobileRemote ProcessRemote TablesRestServicenowSoapSsoStudio IdeWeb Services
54 Minutes Ago
In-Office
Wilmington, NC, USA
Mid level
Mid level
Information Technology • Internet of Things • Mobile • On-Demand • Software
The role involves developing and managing client relationships, delivering product solutions, closing sales, and coordinating client retention efforts through teamwork.
Top Skills: Fiber NetworksLanMS OfficeSalesforceWan
54 Minutes Ago
In-Office
Fayetteville, NC, USA
Junior
Junior
Information Technology • Internet of Things • Mobile • On-Demand • Software
As a Spectrum B2B Outside Sales Account Executive, you will sell internet, voice, and video services to small businesses, focusing on lead generation and sales targets while maintaining relationships in your territory.
Top Skills: Microsoft Office (ExcelOutlook)PowerPointSalesforceWord

What you need to know about the Charlotte Tech Scene

Ranked among the hottest tech cities in 2024 by CompTIA, Charlotte is quickly cementing its place as a major U.S. tech hub. Home to more than 90,000 tech workers, the city’s ecosystem is primed for continued growth, fueled by billions in annual funding from heavyweights like Microsoft and RevTech Labs, which has created thousands of fintech jobs and made the city a go-to for tech pros looking for their next big opportunity.

Key Facts About Charlotte Tech

  • Number of Tech Workers: 90,859; 6.5% of overall workforce (2024 CompTIA survey)
  • Major Tech Employers: Lowe’s, Bank of America, TIAA, Microsoft, Honeywell
  • Key Industries: Fintech, artificial intelligence, cybersecurity, cloud computing, e-commerce
  • Funding Landscape: $3.1 billion in venture capital funding in 2024 (CED)
  • Notable Investors: Microsoft, Google, Falfurrias Management Partners, RevTech Labs Foundation
  • Research Centers and Universities: University of North Carolina at Charlotte, Northeastern University, North Carolina Research Campus

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account