Loan Syndications Agency Services Analyst - Los Angeles or Irvine, CA

Enterprise Services
El Segundo, California
Jun 19, 2024
Aug 22, 2024
Full Time
Did you know Zions Bancorporation is one of the nation's premier financial services companies with total assets exceeding $70 billion? We have local operations and management teams in 11 western states and we are dedicated to making a difference in our local communities and we haven't forgotten who keeps us in business, meaning we're committed to the success of our customers, and our employees! The possibilities are endless - come for a job, stay for a career! California Bank & Trust is a division of Zions Bancorporation.

We are currently looking for aLoan Syndications Agency Services Analystto join our team inEl Segundo or Irvine, CA.

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.


Requires a bachelor's degree in finance, business or a related field and 4+ 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.
  • Ability to lead or train lower level staff.
  • Knowledge of various software applications including word processing and spreadsheets.

  • Medical, Dental, and Vision Insurance
  • Employer-paid Life Insurance
  • 401(k) plan + generous company matching
  • Competitive compensation commensurate with work experience (some roles include incentives, mileage + travel time pay, and/or parking waivers.
  • Paid Time Off (Vacation, Federal Holidays, Sick)
  • Tuition Reimbursement for qualifying employees
  • Promotional opportunities offered from within

This position is eligible to earn a base salary in the range of $75,500 - $X80,000 annually depending on job-related factors such as level of experience.

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