This article explores how private credit’s shift to active portfolio preservation is reshaping the role of the loan agent — and what that means for ongoing midstream work like refinancings, repricings, restructurings, amendments, and consent solicitations.
Download it now to learn the five key criteria that define a deal-ready loan agent built for today’s market.
Factors impacting today's loan agent:
- 70% — of participants say loans already on the books are the top opportunity in the next one to two years
- 50/50 — executives’ market sentiment is split on whether private credit is strengthening or weakening
- 26% — of executives cite rising corporate defaults as the leading risk, up from just 1% last year
Source: SRS Acquiom BarometerTM: 2026 Credit Markets Pulse
Today’s loan agents can expect:
- Evolving relationships: The loan lifecycle is no longer linear. Post-close activity continues to grow, making closing the start of a relationship, not the end.
- Increased uncertainty: As the market shifts from aggressive deployment to disciplined portfolio management, split confidence and rising defaults are adding pressure across private credit.
- Increased complexity: As direct lending scales, tailored facilities are creating heavier administrative demands, with more lenders, approvals, calculations, documentation, and points of friction.
- More bottlenecks: Standardized, high-volume loan administration models can strain under more complex debt structures, creating blockers across relationships, execution, and technology.
Gain exclusive insight into what it takes to protect yield and deal velocity throughout today’s iterative post-closing lifecycle.
Renee is the Managing Director of Loan Solutions at SRS Acquiom. Based out of Minnesota, she manages the company’s Loan Agency and Loan Closings departments.
Before joining SRS Acquiom, Renee served as an administrative vice president at Wilmington Trust, N.A., most recently leading the loan agency and restructuring products. In addition to her 10 years at Wilmington Trust, she also worked at Wells Fargo Bank, N.A. in both the corporate trust and shareholder service departments.
Renee received a J.D. from Mitchell Hamline School of Law, a B.A. in History and Political Science from Azusa Pacific University and is a member of the Minnesota Bar.