Syndication Loans Associate

Overview

• Play a pivotal role in syndicated lending operations, contributing to the structuring and execution of complex financial transactions.
• Collaborate with borrowers and financial institutions to foster strong professional relationships and ensure seamless syndication processes.
• Prepare detailed marketing materials, including financial projections and memoranda, to support transaction execution.
• Engage in risk management by ensuring compliance with regulatory standards and credit exposure mandates.
• Assist in due diligence and financial modeling to support informed decision-making in syndicated loan transactions.
• Collaborate with servicing departments to ensure proper administration and booking of syndication deals.
• Identify cross-selling opportunities for banking services, enhancing client engagement and organizational revenue.
• Contribute to strategic initiatives aimed at expanding syndication operations and optimizing financial outcomes.

Key Responsibilities & Duties

• Support sell-side syndications and buy-side opportunities, aligning efforts with organizational financial goals.
• Prepare and manage marketing materials, ensuring clarity and effectiveness in transaction communication.
• Oversee due diligence information on deal sites, maintaining data integrity and accessibility.
• Communicate syndication trends and opportunities internally, driving informed strategic decisions.
• Assist in risk assessment and exposure management, ensuring compliance with organizational and regulatory standards.
• Draft and negotiate credit documentation, collaborating with specialists and stakeholders to ensure accuracy.
• Support revenue generation initiatives and contribute to investor build-out objectives.
• Ensure compliance with AML/BSA regulations, completing required training and maintaining industry standards.

Job Requirements

• Bachelor’s degree in Business, Finance, Economics, or Accounting is required.
• Minimum of 3 years of experience in CRE, C-I lending, syndication, or financial services.
• Proficiency in Microsoft Suite and strong organizational and time management skills.
• Effective communication skills for engaging with borrowers and participant banks.
• Strong negotiation, leadership, and collaboration abilities to drive successful transactions.
• Preferred certifications include FINRA 7/79 and NASAA 63 (can be obtained post-hire).
• Ability to manage multiple priorities and present effectively in professional settings.
• Experience with third-party systems used in syndication processes is highly desirable.