Syndication Loans Associate Overview • Serve as a Syndication Loans Associate, driving impactful financial transactions in a hybrid work environment. • Collaborate with borrowers and financial institutions to structure and execute syndicated loans effectively. • Prepare comprehensive 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. Syndication Loans Associate 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. Syndication Loans Associate 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.