Summer 2027 Intern: Loan Syndications

Live Oak Bank; Wilmington (NC); On-site; USD 27,000 - 44,000; Full time

Benefits offered by this job

Paid internship

Job summary

Live Oak Bank is seeking a Loan Syndications Intern for a 10-week Summer Internship (May 17 - July 23, 2027) at our headquarters in Wilmington, NC. You will support loan distribution, prepare marketing materials, and conduct market research alongside experienced professionals.

You'll gain exposure to commercial banking, corporate finance, and relationship management while contributing to regulatory and reporting tasks. This on-site internship offers hands-on learning and mentorship.

Qualifications

• Currently pursuing a Bachelor's degree in Finance, Accounting, Economics, Business, Real Estate, or a related field.
• Strong interest in commercial banking, finance, capital markets, or lending.
• Strong analytical and problem-solving skills.
• Familiarity with AI-powered tools and willingness to apply emerging technologies to enhance financial research, reporting, and analytical processes.
• Excellent written and verbal communication skills.
• Ability to work effectively both independently and as part of a team.
• Strong attention to detail and organizational skills.
• Proficiency in Microsoft Office applications, including Excel and PowerPoint.
• Ability to manage multiple priorities while meeting deadlines.
• Eagerness to learn in a fast-paced, collaborative environment.

Responsibilities

• Support the Loan Syndications team with day-to-day activities related to loan distribution and relationship management.
• Assist in preparing marketing materials, presentations, summaries, and other documents used to communicate investment opportunities to prospective banking partners.
• Conduct research on industries, borrowers, market trends, and financial institutions to help inform team discussions and decision-making.
• Help organize and maintain transaction data rooms, lender databases, and internal reporting tools.
• Assist with compiling and reviewing information for internal meetings, reporting, and portfolio monitoring.
• Track and organize key documentation, including non-disclosure agreements and transaction-related materials.
• Collaborate with team members across underwriting, lending, credit, and capital markets to support active projects and strategic initiatives.
• Analyze data using Excel and other business applications to identify trends and support reporting needs.
• Attend team meetings and gain exposure to the loan syndication process from origination through execution.
• Maintain a high standard of regulatory awareness including BSA, AML, CIP, and OFAC.
• Take on additional projects that provide learning opportunities and support team objectives.

Skills

Analytical thinking

Problem solving

Communication skills

Teamwork

Detail oriented

Education

Bachelor's degree in Finance, Accounting, Economics, Business, Real Estate, or related field

Tools

Excel

PowerPoint

Job description

About Us

Live Oak Bank is a digital bank that serves small business owners across the country. Our groundbreaking spin on service and technology has fueled our mission to be America’s Small Business Bank. Our products help customers buy, build, and expand their business, and our high-yield savings and CD products help them grow their hard‑earned money. At Live Oak, we never lose sight of the well‑being of our people. We believe our employees are the heart of our company. Our commitment to our customers and culture is intertwined, and we seek those who embody and embrace what it takes to empower the American dream.

We're looking for an onsite intern to join our team for the 10-week Summer Internship program (May 17 - July 23, 2027) at our headquarters in Wilmington, NC.

How This Role Impacts Live Oak and Its People

At Live Oak Bank, the Loan Syndications team helps connect borrowers with capital by working alongside banks and financial institutions that participate in loans originated by Live Oak. As a Loan Syndications Intern, you will support a team that plays an important role in growing relationships, distributing credit opportunities, and helping execute successful transactions. This internship offers a unique opportunity to gain exposure to commercial banking, corporate finance, and relationship management while working with experienced professionals across lending, underwriting, credit, and capital markets. Your contributions will help the team stay organized, informed, and responsive while supporting the delivery of exceptional service to both internal and external stakeholders.

What You’ll Do at Live Oak

Support the Loan Syndications team with day-to-day activities related to loan distribution and relationship management.

Assist in preparing marketing materials, presentations, summaries, and other documents used to communicate investment opportunities to prospective banking partners.

Conduct research on industries, borrowers, market trends, and financial institutions to help inform team discussions and decision-making.

Help organize and maintain transaction data rooms, lender databases, and internal reporting tools.

Assist with compiling and reviewing information for internal meetings, reporting, and portfolio monitoring.

Track and organize key documentation, including non-disclosure agreements and transaction-related materials.

Collaborate with team members across underwriting, lending, credit, and capital markets to support active projects and strategic initiatives.

Analyze data using Excel and other business applications to identify trends and support reporting needs.

Attend team meetings and gain exposure to the loan syndication process from origination through execution.

Maintain a high standard of regulatory awareness including BSA, AML, CIP, and OFAC.

Take on additional projects that provide learning opportunities and support team objectives.

Required Experience

Currently pursuing a Bachelor's degree in Finance, Accounting, Economics, Business, Real Estate, or a related field.

Strong interest in commercial banking, finance, capital markets, or lending.

Strong analytical and problem-solving skills.

Familiarity with AI-powered tools and willingness to apply emerging technologies to enhance financial research, reporting, and analytical processes.

Excellent written and verbal communication skills.

Ability to work effectively both independently and as part of a team.

Strong attention to detail and organizational skills.

Proficiency in Microsoft Office applications, including Excel and PowerPoint.

Ability to manage multiple priorities while meeting deadlines.

Eagerness to learn in a fast-paced, collaborative environment.

Preferred Experience

Prior internship, coursework, student organization involvement, or project experience related to finance, accounting, banking, economics, or real estate.

Experience using Excel for data analysis, reporting, or financial modeling through coursework or internships.

Familiarity with financial statements and basic business concepts.

Leadership experience through student organizations, athletics, volunteer work, or campus activities.

Interest in commercial lending, credit analysis, commercial real estate, or capital markets.

Experience presenting information or working on team-based projects.

Our Values

Dedication: Possess a deep commitment to Live Oak Bank’s mission and core values, exemplified through a strong work ethic, adaptability and pride in your work.

Ownership: Take initiative to deliver positive results by proactively and creatively solving problems, while maintaining a high degree of quality.

Respect: Treat everyone with courtesy, politeness, and kindness.

Innovation: Embrace fresh ideas and fearlessly contribute new solutions to emerging or existing problems.

Teamwork: Foster collaboration, accountability, and trust with others and understand that together, we do more.

Live Oak Bank is an affirmative Action and Equal Opportunity Employer, Minorities/Women/Veterans/Disabled. We consider applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, veteran status or disability. Equal access to programs, service and employment is available to all persons.

Those applicants requiring reasonable accommodation to the application and/or interview process should notify human resources at [e-mail].

EEO is the Law.

The base pay range for this position is $19.77 - $32.12 per hour. Compensation may also include annual bonuses and long-term incentives, subject to various metrics and company policy. A candidate’s salary is determined by several factors including travel, relevant work experience or skills and expertise.

For a detailed overview of our employee benefits please visit: http://www.liveoakbank.com/careers/

More than just a job, a career at Live Oak is an opportunity to mold the future of the banking industry. Live Oak Bank would not be the top SBA 7(a) and USDA lender in the country without our people. We focus on hiring folks who are dedicated to living our values, every single day. Together, we’re on a mission to be America’s small business bank. At Live Oak we never lose sight of focusing on the wellbeing of our folks. We believe our employees are the heart of our company and drive our commitment to our customers. As part of the Live Oak team, you’ll have the chance to shape the next chapter of banking while supporting the backbone of our nation – small businesses.