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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing loan syndication processes, including origination and amendments, while ensuring underwriting accuracy and effective communication with co-lenders. Proficient in analyzing market trends and mentoring team members to enhance operational efficiency.
Highest-signal resume keywords
C&I Credit ExpertiseSyndicated Bank TransactionsAnalytical SkillsRelationship-BuildingMarket Trend Analysis
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Loan Syndication ManagementUnderwriting AccuracyMulti-Bank Transaction ManagementLegal Documentation ReviewReport Production
Soft Skills
Attention to DetailIndependent WorkProactive Problem SolvingTeam Mentoring
Tools & Technologies
Confidential Information MemorandumsMarketing Materials
Industry Keywords
Debt Capital MarketsMiddle Market Commercial LendingStructured WorkflowsCo-Lender CommunicationInternal Reporting
About the role
Key responsibilities & impact- Manage the loan syndication origination and amendment process from start to finish
- Support the Middle Market Commercial & Industrial Lending business
- Ensure underwriting accuracy and efficient execution of multi-bank transactions
- Prepare bank books, Confidential Information Memorandums, teasers, and other marketing materials
- Distribute and communicate transaction information to co-lenders
- Arrange and participate in bank meetings with co-lenders, including occasional travel
- Collaborate with Agency Services to execute syndication closings
- Review underwriting and legal documentation
- Manage existing agented transactions
- Lead amendments for previously closed syndications
- Produce reports for internal use, external data sharing, senior management, and auditors
- Monitor and communicate market and industry trends
- Mentor junior team members
- Contribute to broader team infrastructure initiatives and internal reporting
Requirements
What you’ll need- Solid background in C&I credit, syndicated bank transactions, and debt capital markets
- Strong analytical skills and attention to detail
- Ability to critically review complex underwriting and legal documentation
- Ability to manage multi-bank transactions and structured workflows
- Up-to-date knowledge of market trends and industry dynamics related to credit and syndicated bank transactions
- Ability to work independently and proactively in a fast-paced environment
- Relationship-building skills with clients, partners, and colleagues
- Must be legally eligible to work at the specified location(s)
- This position does not offer visa sponsorship
Benefits
Comp & perks- Competitive salary
- Incentive pay
- Discretionary bonus component may be included in the incentive compensation plan
- Medical insurance
- Dental insurance
- Vision insurance
- Health Savings Account
- Life Insurance
- Disability Insurance
- Other Insurance Plans
- Paid Time Off, including Sick Leave, Parental Leave and Vacation
- Holidays
- 401(k)
- Banking benefits
- Wellbeing support
- MomentMakers social, points-based recognition program
- Purpose Day, a paid day off dedicated to personal growth and development
- Accessible candidate experience and accommodation support