Agency Services-Deal Closer (Charlotte, NC)

Lewis James Professional

Agency Services- Deal Closer

Lewis James Professional is a woman-owned staff augmentation, project consulting and direct hire search and placement firm. We are currently seeking a Agency Services- Deal Closer for a direct hire opportunity with a financial services client.


  • Interact daily with internal and external clients.
  • Collection of required documents for deal closings including: Amendments, Refinancing, Agency Assumption, and assignments pertaining to transfers from bilateral to syndicated status.
  • Review of attorney prepared loan documents ensuring the bank can meet all operating requirements prior to closing.
  • Attend deal closing calls and ability to speak to any operational issues within documentation.
  • Request for CUSIP.
  • Input new or amended deal information into Loan IQ including: Creation of deal summary sheet for handoff to servicing team, input of doc tracking information, and set up of agency site on SyndTrak.
  • Movement of cash on day of closing.
  • Reconcile outstanding cash related to closing.
  • Participate in post-closing call handoff with client, deal team, PM and servicing contact.
  • Hold post-close meeting with servicing team for operational hand-off.
  • Provide ongoing closing support after loan is booked and back up support to servicing team when needed.


  • BS/BA College Degree or equivalent work experience.
  • 2-4 years in a Syndicated Loan Operations role.
  • Excellent written and verbal communication skills.
  • Ability to multi-task and excel in a fast-paced, time-sensitive, work environment.

For immediate consideration, please click “Apply” and use Job Code BHJOB11837_3717. You may also send a copy of your resume to: and enter only the following job code in the subject line: BHJOB11837_3717. Lewis James Professional is an Equal Opportunity Employer. M/F/D/V