Sponsor and Leveraged Finance Product Specialist

Sorry, this job was removed at 04:29 p.m. (UTC) on Friday, Jul 31, 2026
Be an Early Applicant
Charlotte, NC, USA
In-Office
173K-211K Annually
Senior level
Fintech
The Role
Underwrite, structure, negotiate, document, and manage sponsor and leveraged finance transactions end-to-end. Conduct due diligence and credit screening, monitor portfolio performance, coordinate with coverage and credit risk partners, align private equity client needs with risk appetite, and mentor junior team members to support sponsor lending activities.
Summary Generated by Built In

Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice.

Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions’ Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system.

Job Description:

At Regions, the Credit Products Sponsor Finance Product Specialist conducts screening, underwriting, negotiation, documentation, and portfolio management of sponsor transactions within the Corporate bank. This role enhances the sponsor lending experience while serving as a dedicated point of contact for coverage partners.

Primary Responsibilities

  • Completes end-to-end underwriting, execution, and portfolio management for complex sponsor transactions

  • Executes efficient and extensive due diligence and credit screening of sponsor financing opportunities

  • Conducts structuring, underwriting, negotiation, closing, and documentation of transactions

  • Leads communication with coverage and credit risk partners

  • Ensures effective monitoring and servicing activities are completed for the portfolio

  • Utilizes market knowledge of loan pricing, structuring, and sponsor driven financing solutions

  • Aligns private equity clients’ needs with Regions’ risk appetite, while ensuring competitive positioning and disciplined client selectivity

  • Mentors analysts and associate team members in Sponsor Credit Products

This position is exempt from timekeeping requirements under the Fair Labor Standards Act and is not eligible for overtime pay.

This position is incentive eligible.

Requirements

  • Bachelor’s degree in a related field

  • Seven (7) years of underwriting experience in Leveraged Finance and/or Corporate Finance

Preferences

  • Experience in deal underwriting and screening sponsor transactions including structuring, negotiation, and legal documentation

  • Completion of a major corporate credit training program (or the equivalent corporate banking/corporate finance experience)

  • Familiarity with following loan policy frameworks of a traditional bank or similar financial institution

Skills and Competencies

  • Ability to identify and voice issues

  • Ability to manage evaluating multiple, time sensitive projects while under pressure

  • Ability to work collaboratively with multiple stakeholders

  • Strong analytical and problem-solving skills

  • Strong interpersonal skills

  • Strong verbal and written communication skills

  • Well organized and detail-oriented

Position Type

Full time

Compensation Details

Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job.

The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.

Job Range Target:

Minimum:

$172,660.37 USD

Median:

$211,039.50 USD

Incentive Pay Plans:

This role is eligible to participate in a discretionary incentive plan. Employees have the potential to receive a discretionary award based on performance against defined metrics and goals.

Benefits Information

Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions.

  • Paid Vacation/Sick Time

  • 401K with Company Match

  • Medical, Dental and Vision Benefits

  • Disability Benefits

  • Health Savings Account

  • Flexible Spending Account

  • Life Insurance

  • Parental Leave

  • Employee Assistance Program

  • Associate Volunteer Program

Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions’ benefits, please click or copy the link below to your browser.

https://www.regions.com/about-regions/welcome-portal/benefits

Location DetailsCharlotte Uptown

Location:Charlotte, North Carolina

Equal Opportunity Employer/including Disabled/Veterans

Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.

Skills Required

  • Bachelor's degree in a related field
  • Seven (7) years of underwriting experience in Leveraged Finance and/or Corporate Finance
  • Experience in deal underwriting and screening sponsor transactions including structuring, negotiation, and legal documentation
  • Completion of a major corporate credit training program or equivalent corporate banking/corporate finance experience
  • Familiarity with loan policy frameworks of a traditional bank or similar financial institution
  • Ability to identify and voice issues
  • Ability to manage multiple, time-sensitive projects under pressure
  • Ability to work collaboratively with multiple stakeholders
  • Strong analytical and problem-solving skills
  • Strong interpersonal skills
  • Strong verbal and written communication skills
  • Well organized and detail-oriented

Regions Bank Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Regions Bank and has not been reviewed or approved by Regions Bank.

  • Retirement Support — Retirement benefits are positioned as a standout, highlighted by a competitive 401(k) match and additional retirement-related contributions. Stock options are also referenced as part of the longer-term rewards mix for some roles.
  • Healthcare Strength — Healthcare coverage is characterized as comprehensive, spanning medical, dental, vision, disability, life insurance, and tax-advantaged accounts like FSAs/HSAs. Mental health support and wellness programs are also included, reinforcing breadth beyond core medical coverage.
  • Leave & Time Off Breadth — Time-off benefits are described as robust, including paid time off, paid sick days, paid volunteer time, and family medical leave. These offerings are repeatedly framed as a meaningful part of the overall rewards package even when base pay is viewed as less competitive.

Regions Bank Insights

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The Company
HQ: Birmingham, AL
18,851 Employees
Year Founded: 1971

What We Do

Regions Financial Corporation (NYSE:RF), with $144 billion in assets, is a member of the S&P 500 Index and is one of the nation’s largest full-service providers of consumer and commercial banking, wealth management, and mortgage products and services. Regions serves customers across the South, Midwest and Texas, and through its subsidiary, Regions Bank, operates approximately 1,300 banking offices and 2,000 ATMs. Regions Bank is an Equal Housing Lender and Member FDIC. Additional information about Regions and its full line of products and services can be found at www.regions.com. Our Company Mission We are Regions. And ours is a vibrant mission. Make life better. Make life better for associates. Make life better for our customers. Make life better for our communities. This is our roadmap to success. Our roadmap to create strong, consistent shareholder value. Regions'​ five core values guide everything we do: • Do What Is Right • Put People First • Reach Higher • Focus On Your Customer • Enjoy Life

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