
Product Specialist / Manager
Job Description
• 8+ years’ experience with 5-6 years’ experience in Syndicated Loans, Agency Operations, or
Syndication Technology.
• Deep understanding of:
o Loan origination & structuring
o Lender allocations & pricing
o Facility agent responsibilities
o Secondary trading & settlement
o Covenant and compliance tracking
Technology Skills
• Strong working knowledge of at least one major syndication platform:
o Loan IQ (preferred)
o Allvue
o DealCloud
o DebtDomain / SyndTrak
o ClearPar
Strong hands-on skills in:
o SQL (queries, data validation, reconciliations)
o Workflow design, system configuration
o API/data feed understanding
o Supporting UAT & release cycles
Business Analysis Competencies
• Strong experience writing BRDs, FSDs, user stories, and documenting complex processes.
• Ability to translate business needs into scalable technology solutions.
• Proven experience in leading cross-functional requirement sessions.
Data & Reporting
• Ability to understand loan data structures and map them between systems.
• Experience using Power BI, Tableau, or building analytical dashboards.
• Exposure to regulatory requirements (Basel/IFRS9) is a plus.
Leadership & Communication
• Ability to work directly with senior stakeholders.
• Strong communication and stakeholder management skills.
• Demonstrated experience mentoring or leading team members.
Preferred/Good-to-Have
• Experience in system migration (e.g., implementing Loan IQ or Allvue).
• Exposure to large-scale transformation programs.
• Knowledge of product management frameworks (Agile/Scrum).
• Understanding of credit risk or portfolio management systems.
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