Major duties and responsibilities:

Support the syndication, closing, and ongoing administration of C&I and CRE loan transactions. Prepare transaction materials including Confidential Information Memorandums (CIMs), lender presentations, executive summaries, and other marketing materials. Coordinate due diligence, lender outreach, participant feedback, documentation, and closing activities for syndicated transactions. Provide underwriting support and industry research. Collaborate closely with relationship managers, portfolio managers, legal counsel, borrowers, and participant banks. Maintain a database of bank partners and monitor syndicated loan market activity, pricing trends, and competitive intelligence. Serve as administrator for virtual data rooms, ensuring transaction materials, compliance reporting, and participant communications are comprehensive, timely, and accurate. Support the continued growth of the Bank's commercial derivatives platform, including pipeline tracking, reporting, and client-facing materials.

Qualifications Requirements:

Bachelor's Degree in Arts/Sciences (BA/BS) in finance, business, economics, accounting or related field Formal Credit Training or web-based training preferred or successfully complete assigned Omega (or other assigned vendor) courses in first 90 days in role. 4 years Experience in commercial banking, credit underwriting, portfolio management, capital markets, syndicated lending, corporate banking, or a related discipline. Good communication skills General knowledge of credit underwriting, including cash flow and collateral analysis Excellent proficiency in Microsoft Excel and PowerPoint Strong logic and math skills Exceptional attention to detail, organization, and project management skills Strong written and verbal communication abilities Ability to manage multiple priorities in a fast-paced, entrepreneurial environment

Preferences:

Bank product knowledge Don't meet all the requirements? We encourage you to still apply if you think you are the right person to join our community. We are always interested connecting with people inspired by our mission and values. If you aren't hired for this position, your resume will remain available for the next year and might be considered for future openings.

Note:

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Capital Markets and Syndications Analyst