Specialty & Syndicated Portfolio Associate

EverBank Financial Corp.; Charlotte (NC); On-site; USD 126,000 - 170,000; Full time

Benefits offered by this job

401(k) savings

Wellness benefits

Life and Disability Insurance

Job summary

EverBank, N.A. is seeking a Specialty and Syndicated Portfolio Associate to manage portfolio administration for complex lending relationships.

You will interpret transaction structures, operationalize deal terms, and coordinate with Production, Credit, Legal, Risk, and Servicing teams to ensure accurate execution and ongoing management. The role requires strong attention to detail, stakeholder management, and advanced Excel skills to analyze data, produce reports, and identify trends across

Qualifications

• 3+ years of portfolio administration experience
• Experience with structured finance or asset-based lending preferred
• University degree preferred or required

Responsibilities

• Owns execution and ongoing portfolio management activities for assigned relationships.
• Interprets and operationalizes complex deal structures across systems, processes, and workflows.
• Manages covenant frameworks, including monitoring, reporting, compliance tracking, and exception management.
• Partners with Production, Credit, Legal, Risk, and Servicing teams to ensure accurate execution.
• Supports regulatory and compliance requirements related to structured transactions.
• Identifies risks and drives resolution.
• Coordinates with underwriting, risk management, operations, and treasury teams to support portfolio management.

Skills

Attention to detail

Stakeholder management

Advanced Excel

Education

University degree

Tools

Snowflake

Job description

Job Description

The Specialty and Syndicated Portfolio Associate manages portfolio administration activities for complex lending relationships. Interprets transaction structures, operationalizes deal terms, administers covenant frameworks, and serves as a key coordination point among stakeholders to ensure accurate execution and ongoing portfolio management.

Key Responsibilities and Duties

• Owns execution and ongoing portfolio management activities for assigned relationships.
• Interprets and operationalizes complex deal structures across systems, processes, and workflows.
• Manages covenant frameworks, including monitoring, reporting, compliance tracking, and exception management.
• Partners directly with Production, Credit, Legal, Risk, and Servicing teams to ensure accurate execution.
• Supports regulatory and compliance requirements related to structured transactions.
• Identifies risks, inconsistencies, and structural concerns and drives resolution.
• Serves as a subject matter resource for complex portfolio administration activities.

Minimum Qualifications

• Strong attention to detail with the ability to manage large datasets and reporting processes.
• Proven stakeholder management experience, including the ability to communicate complex information clearly.
• Advanced Excel proficiency with the ability to analyze data, create reports, and identify trends.

Preferred Qualifications

• Experience analyzing structured finance, asset-based lending, lender finance, or commercial credit products.
• Strong financial analysis and data management skills.
• Understanding of borrowing base mechanics, collateral monitoring, and credit facility structures.
• Experience working with Snowflake and utilizing data warehouse environments for reporting and analytics.

Role Specific Work Experience

• 3+ Years Required; 5+ Years Preferred

Educational Requirements

• University (Degree) Preferred

Physical Requirements

• Physical Requirements: Sedentary Work

Additional Information

• Manage ongoing portfolio monitoring for asset-based lending and structured finance transactions.
• Analyze collateral performance, borrowing base compliance, concentration limits, and covenant adherence across multiple credit facilities.
• Prepare ad hoc and recurring reporting for senior management, investors, lenders, and internal stakeholders.
• Assist with transaction onboarding and the ongoing maintenance of existing credit facilities.
• Develop and maintain reporting dashboards, workflow tools, and portfolio analytics.
• Coordinate with underwriting, risk management, operations, and treasury teams to support portfolio management activities.
• Analyze trends in collateral performance and portfolio risk to identify emerging issues and recommend solutions.
• Participate in process improvement initiatives focused on automation, data governance, and reporting efficiency.

Posting End Date: 11/2/26

Pay Range

$125,600 - $169,900

Pay & Benefits Summary

EverBank, N.A. is committed to the well-being of its associates. That's why we offer a comprehensive Total Rewards package commensurate with the position and job-related qualifications, skills and knowledge. The Company's comprehensive Total Rewards package provides choice and flexibility and respects differences. The following benefits are available through the Company:

• 401(k) savings
• Additional wellness & voluntary benefits

Additional Company-provided benefit options (subject to plan terms):

• Life and Disability Insurance

Job Description Disclaimer

This job description is not intended to be a comprehensive list of duties, responsibilities or activities that are required to perform this job. Duties, responsibilities and activities may change without notice.

EverBank, N.A. is a nationwide specialty bank providing high-value products and services to consumer and commercial clients nationwide. As a pioneer in online banking, we offer convenient digital access for clients 24/7, in addition to phone banking services and a network of financial centers.

The Company's commitment is to deliver to our clients high-performing, high-yield solutions backed by exceptional service, always giving them the advantage they expect, to make the most of their money.

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