Capital Markets Specialist
CoBank is a cooperative bank serving vital industries across rural America, and they are seeking a Capital Markets Specialist to coordinate the interrelationship between Capital Markets and Operations. The role involves documenting and closing syndicated and sold loans, disseminating borrower reports, and assisting in organizing bank syndications.
Responsibilities
- Prepares Participation Certificates for sales to farm credit institutions and Assignment Agreements for sales to syndicate banks
- Coordinates the execution of these documents and delivery to Operations
- Responsible for disseminating financial statements as required by the credit agreement to participants
- Follows up on related participant questions
- Assists the Capital Markets Officers in the syndication process by collecting Administrative Details forms, providing a closing notification to participants and fully executed documentation to participants
- Coordinates closing event and mechanics with Operations
- Ensures that all necessary approvals have been received from the bank group and completes the necessary assigned checklist items as the transaction progresses
Skills
- High school diploma or GED required
- Ability to read and understand credit reports and loan agreements in order to discern relevant facts
- Analytical and decision-making skills, with the ability to solve problems and identify when to escalate issues
- Ability to produce work that is timely, accurate and thorough
- Excellent detail and customer service orientation
- Ability to develop and maintain relationships with internal and external customers, and interact with and engage others appropriately at all levels in the organization
- Ability to work well in a collaborative team environment
- Strong organizational skills and ability to prioritize and complete regular work and special projects among competing timelines and priorities
- Strong verbal and written communication and interpersonal skills
- Knowledge of Microsoft Office (Outlook, Word, Excel, PowerPoint), and other relevant business applications
Benefits
- 15 days of vacation
- 10 paid sick days
- 11 paid holidays
- Medical, Dental and Vision coverage
- Disability
- AD&D
- Life Insurance
- Robust associate training and development with CoBank University
- Tuition reimbursement for higher education
- Outstanding 401k: up to 6% matching and additional 3% non-elective contribution & Student Loan Match
- United Way Angel Day
- Volunteer Day
- Associate Directed Contribution
- Associate Resource Groups: creating a culture of respect and inclusion
- GEM awards
Company Overview