Syndication Loans Associate

Overview

• Collaborate with the Loan Syndications Group to arrange, structure, negotiate, and execute syndicated lending transactions.
• Support credit exposure management to align with Credit Risk Management mandates.
• Engage with borrowers and financial institutions to facilitate loan syndication processes.
• Prepare marketing materials including teasers, projections, and confidential information memoranda.
• Manage deal site activities, ensuring accurate documentation and reporting.
• Assist in due diligence, modeling, and packaging for syndicated loan transactions.
• Collaborate with loan servicing departments to ensure proper booking of syndication deals.
• Identify cross-selling opportunities for banking services and communicate them effectively.
• Comply with regulatory requirements including BSA, USA PATRIOT ACT, and OFAC.

Key Responsibilities & Duties

• Support sell-side syndications and buy-side opportunities within the Loan Syndications Group.
• Prepare and manage marketing materials for syndicated transactions.
• Populate and manage due diligence information on deal sites.
• Communicate syndication trends and opportunities internally.
• Assist in risk assessment and exposure management for participant banks.
• Draft and negotiate credit documentation with specialists and bankers.
• Support revenue generation and investor build-out objectives.
• Ensure compliance with AML/BSA regulations and complete required training.
• Perform other duties as assigned by the supervisor.

Job Requirements

• Bachelor's degree in Business, Finance, Economics, or Accounting preferred.
• Minimum of 3 years of experience in CRE, C-I lending, syndication, or financial services.
• Proficiency in Microsoft Suite and strong time management skills.
• Effective communication skills for interaction with borrowers and participant banks.
• Strong negotiation, leadership, and collaboration abilities.
• Preferred certifications: FINRA 7/79 and NASAA 63 (can be obtained post-hire).
• Ability to manage multiple priorities and present effectively.
• Experience with third-party systems used in syndication processes.
• Knowledge of regulatory compliance requirements and industry standards.