Syndications Portfolio Manager

Thank you for your interest in our company! To apply, click on the button above. You will be required to create an account (or sign in with an existing account). Your account will provide you access to your application information. The email address used in establishing your account will be used to correspond with you throughout the application process.  Please be sure and check the spam folder. You may review, modify, or update your information by visiting and logging into your account.

JOB FUNCTION / SUMMARY:

Partners with Capital Markets, Relationship Managers, Credit Officers, and Administrative Agency personnel to support the underwriting, execution, and ongoing management of syndicated credit facilities where the Bank serves as Sole Lead Arranger, Left Lead Arranger, or Administrative Agent. Responsible for leading syndication-specific due diligence, transaction screening, underwriting support, portfolio management, and administrative agency activities throughout the life of the credit relationship. Serves as an additional portfolio management resource for syndicated transactions and helps ensure consistent credit underwriting, documentation, monitoring, lender communication, and risk management practices across the syndicated portfolio.

ESSENTIAL DUTIES & RESPONSIBILITIES:

ESSENTIAL DUTIES

• Partner with Capital Markets, Relationship Managers, Credit Officers, and other internal stakeholders to evaluate, underwrite, execute, and manage syndicated credit facilities.
• Lead the syndication screening process, including detailed transaction diligence, financial analysis, industry assessment, structure evaluation, and preparation of syndication screening memoranda and approval materials.
• Conduct comprehensive credit analysis and underwriting for new transactions, amendments, extensions, renewals, and other credit requests associated with syndicated facilities.
• Evaluate transaction structures, borrower performance, industry dynamics, and risk factors to support underwriting and syndication decisions.
• Prepare and present (with Capital Markets origination team) credit recommendations, risk assessments, and underwriting conclusions to credit approval authorities and other internal stakeholders.
• Support active syndication transactions by serving as a primary point of contact for participant lenders regarding due diligence requests, credit-related inquiries, and transaction information.
• Coordinate lender diligence processes and facilitate the collection, organization, and distribution of borrower information through virtual data rooms and other approved channels.
• Perform ongoing portfolio management and risk monitoring activities to ensure compliance with approved credit structures, loan agreements, and internal risk management standards. Lead any amendment or waiver requirements for Agented syndication transactions, spearheading communication with Credit and external participant lenders.
• Monitor borrower financial performance, covenant compliance, reporting requirements, collateral information, and other key credit indicators.
• Review and analyze borrower financial statements, projections, borrowing base certificates, liquidity reporting, and other periodic information required under syndicated loan agreements.
• Partner with Agency Services personnel to support lender communications, reporting distributions, amendment processes, waiver requests, and other post-closing administrative activities.
• Review loan documentation to ensure transaction terms accurately reflect approved structures and are appropriately administered post-closing.
• Coordinate with internal and external legal counsel regarding documentation review, amendments, and resolution of documentation-related matters.
• Maintain syndicated portfolio reporting, risk assessment information, tracking tools, and management reporting.
• Support internal audits, loan reviews, regulatory examinations, and other risk management activities.
• Identify opportunities to enhance portfolio management practices, agency processes, reporting capabilities, and overall syndicated loan administration efficiency.
• Build and maintain productive working relationships with lenders, clients, Relationship Managers, Credit Officers, legal counsel, and other internal and external stakeholders.
• Ensure compliance with internal policies, regulatory requirements, and risk management standards.

SUPERVISORY RESPONSIBILITIES:

None.

MINIMUM REQUIRED EDUCATION, EXPERIENCE & KNOWLEDGE:

• Bachelor's degree in Finance, Accounting, Economics, Business Administration, or a related field.
• 5 to 8 years of experience in commercial banking, credit underwriting, portfolio management, corporate banking, leveraged finance, loan syndications, or a related financial services role.
• Demonstrated experience analyzing commercial credit transactions and managing borrower relationships across a variety of industries.
• Experience underwriting and managing syndicated credit facilities or large corporate credit relationships preferred.
• Experience working with loan documentation, credit agreements, covenant compliance, and transaction execution processes preferred.

Knowledge, Skills & Abilities

• Strong understanding of commercial lending, credit underwriting, portfolio management, and corporate finance principles.
• Knowledge of syndicated loan structures, administrative agency responsibilities, and lender requirements.
• Ability to analyze financial statements, cash flows, projections, leverage metrics, and borrowing structures.
• Strong understanding of loan documentation, covenant packages, collateral structures, and credit risk management practices.
• Ability to identify transaction risks and develop practical recommendations to support sound credit decisions.
• Strong analytical, quantitative, and problem-solving skills.
• Excellent written, verbal, and interpersonal communication skills.
• Ability to effectively present credit recommendations and transaction assessments to internal stakeholders.
• Strong organizational skills with the ability to manage multiple transactions and portfolio responsibilities simultaneously.
• Proficiency in Microsoft Excel, PowerPoint, Word, and other financial analysis and reporting tools.
• Ability to work collaboratively across Capital Markets, Credit, Relationship Management, Operations, and Legal teams.
• Strong attention to detail and commitment to regulatory compliance and risk management standards.

ESSENTIAL MENTAL & PHYSICAL REQUIREMENTS:

• Ability to work under stress and meet deadlines
• Ability to travel
• Ability to lift/move/carry approximately 25 pounds if required to perform the essential job functions.  If the employee is unable to lift/move/carry this weight and can be accommodated without causing the department/division an “undue hardship” then the employee must be accommodated; hence omitting lifting/moving/carrying as a physical requirement.

#LI-SB1

Equal Opportunity/Affirmative Action Employers.  All qualified applicants will receive consideration for employment without regard to race, color, religious beliefs, national origin, ancestry, citizenship, sex, gender, sexual orientation, gender identity, marital status, age, physical or mental disability or history of disability, genetic information, status as a protected veteran, disabled veteran, or other protected characteristics as required by federal, state and local laws.