The Role
The Syndication Loans Associate supports the loan syndications process, assists in structuring and executing transactions, and engages with banks and clients to meet credit levels and business objectives.
Summary Generated by Built In
Job Summary & Responsibilities
The Syndication Loans Associate will work directly with the Head of Loan Syndications and the rest of the Loan Syndications Group and will be responsible for arranging, structuring, negotiating, syndicating and otherwise executing club syndicated lending transactions. Through these efforts, this individual will help the team meet the credit exposure levels mandated by Credit Risk Management with respect to individual loans and affiliated group loans. This position will service the needs of the Bank's commercial, industrial, specialty finance and real estate related borrowers and dynamically engage with the financial institutions who are the buyers of the Bank's loans.
Responsibilities include but are not limited to:
- Support the syndicated lending team in every aspect of the business and may work at selling down individual loans and affiliated group exposures that exceed the credit hold parameters as mandated by Credit Risk Management.
- Support the syndicated lending team on sell side syndications and support buy side opportunities when generated by the Loan Syndications Group or commercial lenders.
- Assist in the preparation of marketing materials for syndicated / participation transactions (Loan Sale Call Sheet, Teasers, projections, confidential information memoranda and bank meeting materials.
- Maintain deal site management activities through the Intralinks deal site and subfolders by populating and managing due diligence and reporting requirement information for loan participants.
- Support and may communicate with clients. Identify and communicate syndication / participation industry trends and opportunities into internal colleague communications, activities and training.
- Assist in the due diligence, modeling, pitchbook packaging, distribution, and ongoing support of syndicated loan prospecting, lead, and purchase activities.
- Work with loan servicing department to ensure syndication / participation deals are correctly booked and captured on the Bank's systems.
- Assist in the cross sell of VNB services, most specifically identifying opportunities and getting them to the right people and departments at the Bank. Assist in meeting / exceeding business plan objectives (revenue generation, internal and external marketing materials and investor build out).
- Help manage risk assessment and exposure levels to participant banks in cooperation with
- Credit Risk Management -- Counterparty Risk as it relates to active transactions that the associate is engaged with or assigned.
- Uses 3rd party systems contractually engaged by the Syndications department within their daily role and responsibilities.
- Work with specialist and bankers to draft and negotiate necessary credit documentation.
Other Responsibilities:
- Comply with all regulations pertaining to BSA, USA PATRIOT ACT, and OFAC. Complete annual BSA training. Report suspicions of criminal activity, or any attempt to avoid BSA reporting requirements on the part of customers or employees, to the AML/BSA Compliance Department. For supervisory positions, ensure BSA training requirements are completed by staff.
- Performs other job duties as deemed necessary by supervisor.
Required Skills:
- Strong negotiation skills.
- Strong leadership and collaboration skills.
- Ability to handle multiple priorities simultaneously.
- Strong communication skills both written and verbal with all levels of employees and customers.
- Proficient in Microsoft Suite.
- Strong interpersonal skills needed to interact with commercial borrowers, participant banks and various bank partners and operations teams.
- Strong time management skills.
- Strong and effective presentation skills.
Required Experience:
- High School diploma or equivalent and Min. 3 years CRE and/or C-I lending, syndication experience or financial services experience.
- Bachelor's Degree in a business-related field (Business, Finance, Economics, Accounting) and/or formal Credit training preferred.
- Finra 7/79 and NASAA 63 (training and licensing can occur after hire date preferred.
Top Skills
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The Company
What We Do
At Valley, we aren’t just your average financial institution; we're your trusted partner in building a brighter future. With a widespread presence across the U.S., we've been serving communities since 1927. For over 95 years, our team of dedicated professionals has been committed to creating better banking opportunities for our customers and fostering growth and prosperity in the communities we serve. From personalized financial solutions to comprehensive banking services, home mortgages, commercial lending, and wealth management, we're here to help you achieve your financial goals, no matter how big or small. We understand that each individual and business has unique challenges and opportunities, and we're here to listen, understand, and provide tailored solutions to help you succeed. ©2025 Valley National Bank. Member FDIC. Equal Opportunity Employer. Equal Housing Lender. All Rights Reserved.
