Syndications and Capital Market Portfolio Manager

Sunwest Bank; Sandy (UT); Presencial; USD 120.000 - 190.000; Jornada completa

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Benefits or Perks

Descripción de la vacante

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

Formación

• 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.

Responsabilidades

• 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.

Conocimientos

Credit analysis

Capital markets knowledge

Loan syndications

Negotiation

Relationship management

Financial structuring

Underwriting policies

Communication

Educación

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

Descripción del empleo

Job Title: Syndications & Capital Market Portfolio Manager

Department: Choose an item.

Reports to: Director of Real Estate Lending

About the Role

The Syndications & Capital Market Portfolio Manager leads the Bank’s syndications and capital

markets activities, including structuring large and complex credit facilities and coordinating loan

sales and participations. This role partners with relationship teams, borrowers, and lending

institutions to develop marketable loan structures, manage investor relationships, and support

the Bank’s capital markets strategy.

Schedule: Monday – Friday,

Work Location: Onsite

Travel: None

What You’ll Do

• 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
• Perform additional duties as assigned

What We’re Looking For

(Required)

• 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 in
• 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

(Nice to Have)

• Bachelor’s degree in Business, Finance, Accounting, Management, or a related field
• Established network of lenders, investors, and capital markets participants
• Experience leading syndicated loan transactions and participation sales

Why You’ll Love Working Here

• Benefits or Perks

Posting Location(s)

Sandy, UT

Physical Demands:

• Sedentary: Limited activity, no lifting, limited walking
• Moderate: Mostly standing, walking, bending, frequent lifting
• XLight: Office work, some lifting, bending, stooping or kneeling, walking
• Arduous: Heavy lifting, bending, crawling, climbing

The Fine Print

This job description reflects the general nature of the role and may change as business needs evolve. We are an equal opportunity

employer. Sunwest Bank works with staff members and customers without regard to race, ancestry, national origin, sex, marital status, age, religion, medical condition, handicap, disability or veteran status and to assist the Bank in maintaining its Aff

Action Program. Compliance with Bank Secrecy Act laws and regulations is considered an extremely serious matter, and it is intended that Sunwest

Bank, through the purposeful efforts of its employees and officers, are expected to make every resolute attempt to conform to its Bank Secrecy Act Program and Procedures. Failure to comply will be reflected in their performance review as well as in any bonus

compensation programs in which they may participate. Attend and complete all required classroom, computer-based, web-based and seminar training. It is the individual responsibility

of every employee to maintain a current awareness and understanding of and to fully comply with Sunwest Bank’s “Code of Ethics and Conduct.” Each employee is also expected to maintain an awareness of the laws, regulations, internal policies and procedures that are appropriate for his/her position.

Note: The preceding job description has been designed to indicate the general nature and level and work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties,

responsibilities, and qualifications required of employees assigned to this job. All job descriptions can be amended without notice as warranted by business necessity.

Federal Deposit Insurance Act This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment

offer for this position is contingent on Sunwest Bank’s review of criminal conviction history, including pretrial diversions or program entries.