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
Career Level
7IC
- 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: 11/4/26
Skills Required
- At least 3 years of relevant work experience
- Strong attention to detail and ability to manage large datasets and reporting processes
- Proven stakeholder management experience and ability to communicate complex information clearly
- Advanced Excel proficiency, including data analysis, report creation, and trend identification
- 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 with Snowflake and data warehouse environments for reporting and analytics
- University degree
EverBank Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about EverBank and has not been reviewed or approved by EverBank.
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Fair & Transparent Compensation — Pay is often positioned as fair-to-good, including being competitive for certain roles and local markets. Satisfaction appears stronger in specific teams where compensation aligns with expectations.
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Wellbeing & Lifestyle Benefits — Well-being extras are emphasized, including a Lifestyle Spending Account for eligible wellness expenses alongside wellness resources and an EAP. These features can increase perceived total rewards value beyond base pay.
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Retirement Support — Retirement support is framed around a 401(k) match up to 4% with additional insurance protections. The structure is described as competitive for a mid-size bank, even if not best-in-class.
EverBank Insights
What We Do
EverBank 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 account access for clients 24/7, in addition to phone banking services and a network of financial centers across Florida. EverBank’s commitment is to deliver our clients high-performing, high-yield solutions backed by exceptional service, giving them the advantage they expect, to make the most of their money.
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