Syndication Loans Associate

Green Key Resources; New York (NY); Hybrid; USD 90,000 - 140,000; Full time

Job summary

Green Key Resources is seeking a Syndication Loans Associate to drive impactful financial transactions in a hybrid work environment. You will structure and execute syndicated loans, prepare marketing materials, and engage in due diligence, risk management, and regulatory compliance.

The role involves collaboration with borrowers, banks, and servicing departments to optimize syndication deals and identify cross-selling opportunities, contributing to revenue growth and strategic expansion.

Qualifications

• Bachelor's degree in Business, Finance, Economics, or Accounting is required.
• Minimum of 3 years of experience in CRE, C&I lending, syndication, or financial services.
• Proficiency in Microsoft Office; strong organizational and time-management skills.
• Effective communication, negotiation, leadership, and collaboration abilities.
• Experience with third-party systems used in syndication processes is desirable.

Responsibilities

• Support sell-side syndications and buy-side opportunities, aligning with financial goals.
• Prepare and manage marketing materials for transactions.
• Oversee due diligence information on deal sites, ensuring data integrity.
• Communicate syndication trends and opportunities internally for strategic decisions.
• Assist in risk assessment and exposure management for compliance.
• Draft and negotiate credit documentation with stakeholders for accuracy.
• Support revenue generation initiatives and investor build-out objectives.
• Ensure AML/BSA compliance and complete required training.

Skills

Microsoft Suite

Organization

Time management

Communication

Negotiation

Leadership

Collaboration

Presentation

Third-party systems experience

Education

Bachelor's degree in Business, Finance, Economics, or Accounting

Tools

Third-party syndication systems

Job description

Job DetailExperience Level Mid LevelDegree Type Bachelor of Science (BS)Employment Full TimeWorking Type HybridJob Reference 0000016709Salary Type AnnuallyIndustry BankingSelling Points Drive impactful syndicated lending operations in a hybrid work environment. Collaborate on complex financial transactions with growth opportunities. Enhance your expertise in risk management and strategic decision-making.

Syndication Loans Associate Overview

Serve as a Syndication Loans Associate, driving impactful financial transactions in a hybrid work environment. Collaborate with borrowers and financial institutions to structure and execute syndicated loans effectively. Prepare comprehensive marketing materials, including financial projections and memoranda, to support transaction execution. Engage in risk management by ensuring compliance with regulatory standards and credit exposure mandates. Assist in due diligence and financial modeling to support informed decision-making in syndicated loan transactions. Collaborate with servicing departments to ensure proper administration and booking of syndication deals. Identify cross-selling opportunities for banking services, enhancing client engagement and organizational revenue. Contribute to strategic initiatives aimed at expanding syndication operations and optimizing financial outcomes.

Syndication Loans Associate Key Responsibilities & Duties

• Support sell-side syndications and buy-side opportunities, aligning efforts with organizational financial goals.
• Prepare and manage marketing materials, ensuring clarity and effectiveness in transaction communication.
• Oversee due diligence information on deal sites, maintaining data integrity and accessibility.
• Communicate syndication trends and opportunities internally, driving informed strategic decisions.
• Assist in risk assessment and exposure management, ensuring compliance with organizational and regulatory standards.
• Draft and negotiate credit documentation, collaborating with specialists and stakeholders to ensure accuracy.
• Support revenue generation initiatives and contribute to investor build-out objectives.
• Ensure compliance with AML/BSA regulations, completing required training and maintaining industry standards.

Syndication Loans Associate Job Requirements

• Bachelor's degree in Business, Finance, Economics, or Accounting is required.
• Minimum of 3 years of experience in CRE, C-I lending, syndication, or financial services.
• Proficiency in Microsoft Suite and strong organizational and time management skills.
• Effective communication skills for engaging with borrowers and participant banks.
• Strong negotiation, leadership, and collaboration abilities to drive successful transactions.
• Preferred certifications include FINRA 7/79 and NASAA 63 (can be obtained post-hire).
• Ability to manage multiple priorities and present effectively in professional settings.
• Experience with third-party systems used in syndication processes is highly desirable.