Senior Syndications & Capital Markets Portfolio Lead

Sunwest Bank; Sandy (UT); On-site; USD 120,000 - 190,000; Full time

Benefits offered by this job

Benefits or Perks

Job summary

Sunwest Bank is seeking a Syndications & Capital Market Portfolio Manager in Sandy, Utah to lead the Bank’s syndications and capital markets activities. You will structure large facilities, coordinate loan sales and participations, and support the capital markets strategy in collaboration with relationship teams and borrowers.

The role requires deep knowledge of complex lending structures, credit underwriting, and market pricing trends, with responsibility for managing investor relationships and

Qualifications

• 10–12 years of credit experience in commercial and/or real estate lending.
• Demonstrated knowledge of capital markets, loan syndications, or related activities.
• Advanced knowledge of complex lending structures, financial structuring, and credit arrangements.
• Strong financial and credit analysis skills with the ability to evaluate risk and return.
• Advanced knowledge of credit underwriting policies, procedures, processes, and documentation requirements.
• Knowledge of capital markets regulations, financial reporting requirements, rating agency methodologies, and multi-lender credit facility documentation.
• Strong communication, negotiation, and relationship management skills.
• Bachelor’s degree in Business, Finance, Accounting, Management, or related field.
• Established network of lenders, investors, and capital markets participants.
• Experience leading syndicated loan transactions and participation sales.

Responsibilities

• Negotiate terms and conditions with borrowers and participating lenders on multi-lender transactions.
• Determine loan structure, pricing, and lender group composition for syndicated transactions originated by the Bank.
• Provide consultation and guidance to relationship teams on structuring loans for future syndication or participation opportunities.
• Coordinate and manage the sale of syndicated loans and participations.
• Advise Relationship Managers on loan structure, pricing, and competitive market conditions for loan purchases, sales, and potential syndications.
• Conduct ongoing portfolio reviews with business line leaders to identify loans appropriate for participation opportunities.
• Maintain deep knowledge of debt capital markets, including pricing trends, fee structures, spreads, and loan syndication practices.
• Develop and maintain a strong network of capital markets participants and lending institutions.
• Organize and coordinate meetings and communications among borrowers, lenders, investors, and internal stakeholders.
• Ensure timely and accurate information flow between borrowers, lenders, investors, and internal teams.
• Provide training and guidance on capital markets and syndication-related topics to internal and external audiences.
• Represent the Bank at industry conferences, networking events, and business opportunities.

Skills

Credit analysis

Capital markets knowledge

Loan syndications

Negotiation

Relationship management

Financial structuring

Underwriting policies

Communication

Education

Bachelor’s degree in Business, Finance, Accounting, Management, or related field

Job description

Sunwest Bank is seeking a Syndications & Capital Market Portfolio Manager in Sandy, Utah to lead the Bank’s syndications and capital markets activities. You will structure large facilities, coordinate loan sales and participations, and support the capital markets strategy in collaboration with relationship teams and borrowers.

The role requires deep knowledge of complex lending structures, credit underwriting, and market pricing trends, with responsibility for managing investor relationships and