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Syndications Product Associate
3 months ago
Company Description
For more than 70 years, IDB Bank has made it our mission to be the best bank for our clients by putting their needs first, and the success we've enjoyed fundamentally comes down to our people. Here at IDB, you'll work side by side with some of the most talented professionals in the industry who share a strong sense of teamwork and a passion for providing exceptional service down to the smallest detail. We offer a comprehensive benefits package that includes generous paid time off and the ability to participate in our medical coverage and 401(k) plan on your very first day with us. We are also committed to diversity and inclusion, and to providing all of our team members with an equal opportunity to succeed and make meaningful contributions within a work environment that is respectful, welcoming and inclusive.
Job Description
IDB is looking for an Associate to join the Syndications Department. The individual will handle the daily administration of all facilities in which IDBNY is the administrative agent. Responsibilities include but not limited to the following:
- Will be responsible for supporting the Onboarding Process for new financial institutions and supporting account management activities for existing institutional clients.
- Coordinating closings with Loan Administration. Continue to assist in the ongoing portfolio management by providing post-closing agency services and acting as the primary liaison between the client and the lenders in the bank group. Liaise and coordinate pre-closing requirements with across all involved parties
- Assist with ad-hoc inquiries from Borrowers, Lenders, and Arrangers pertaining to the closing process and ongoing maintenance of the deal and schedule conference calls as needed to ensure pre-closing requirements have been met and resolve / escalate any outstanding issues
- Work on deal terms and help prepare syndications materials such as confidential offering memoranda, term sheets, lender presentations, financial models, and other materials. Ensure that all fiduciary responsibilities of the agent are performed including:
- Delivery of financial information to lender group
- Managing amendment requests put forth by the borrower
- Acting as the conduit between the lender group and the borrower
- Assist in the preparation of internal credit memorandums and underwriting of syndicated transactions to develop credit analytic and loan structuring skills
- Arrange lender meetings and calls
- Assist with various projects supporting Commercial Banking, specifically the Chief Lending Officer. Assist with pre-screen process as well as assist with ad-hoc projects for the Commercial Bank.
- Coordinating all requests with the Account Officer that require credit approval
- Work with Syndications Managers and coverage units to continue ongoing portfolio management of Agented transactions post-closing, including maintaining ongoing Administrative Agency functions such as maintaining data sites, ensuring timely financial reporting, responding to lender information requests/questions. Manage the data rooms for each agented deal (web-based platform), which includes:
- Adding and removing new users
- Uploading documents to the data rooms
- Execute routine audit (refresh) procedures to assure product data (internal and external) remains in sync
- Ensure all post close fees, revenue, and breaks are allocated and cleared
- Respond promptly to inquiries from internal business partners and external financial institutions
Qualifications
- Undergraduate degree or equivalent experience and 2-3 years of Syndicated Loan (preferred) experience and understanding of financial services.
- Prior experience working with clients to collect and review loan documentation
- Proven ability to collaborate with team members and senior management across and within the lines of business with a keen attention to detail
- Strong oral and written communication skills, and strong analytical capability.
- Ability to operate in a challenging and rapidly changing environment with a desire to accept new assignments and the ability to learn new principles, ability to think outside the box
- Critical decision-making abilities including the ability to identify, escalate, and propose solutions to problems and ability to multi-task through the practice of strong organizational and time management skills
- Ability to take initiative and self-motivate, as well as work as part of a team
Technical Skills:
- Proficiency with Microsoft Office Suite (Excel, Word, and PowerPoint)
- Knowledge of Salesforce preferred
- Knowledge of Loan IQ preferred
- Knowledge of core banking systems, such as Jack Henry highly preferred
Compensation
The expected annual salary for this position is between $65,000 and $85,000 at the start of employment. A salary offer is determined on an individualized basis, taking into consideration factors such as an individual's skills and experience. In addition to base salary, our total rewards package also includes eligibility for an annual bonus, medical, pharmacy, dental, and vision plans, life and disability insurance, employee wellness program, retirement and savings plans with employer contributions, generous holiday and paid time off schedules, parental leave, and tuition reimbursement.
Additional Information
Disclaimer
The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed.
All your information will be kept confidential according to EEO guidelines.
The Bank will make reasonable accommodations to the following employees to allow them to perform the essential functions of their position, except where doing so would result in undue hardship to the Bank:
- Those with a known mental or physical disability.
- Pregnant individuals and/or individuals with pregnancy or childbirth-related medical conditions.
- Victims of domestic violence, sex offenses or stalking.
- Employees with religious observance and practice obligations.
Any employee who believes he or she needs an accommodation for any of the above reasons should contact their supervisor or a member of Human Resources to request such an accommodation. In each case, the Bank will engage in a good faith written or oral dialogue concerning the individual's accommodation needs; potential accommodations that may address the individual's accommodation needs, including alternatives to a requested accommodation; and the difficulties that such potential accommodations may pose for the employer.
The Bank retains the ultimate discretion to choose the appropriate reasonable accommodation. Upon reaching a final determination at the conclusion of the cooperative dialogue, the Bank will provide the requesting individual with a written final determination identifying any accommodation granted or denied. In addition, the Bank will maintain any information regarding the employee's request and status in the strictest confidence, except as requested by the employee, as required on a need-to-know basis or as otherwise required by law.
We are operating on a Hybrid schedule.
NO AGENCIES PLEASE.
IDB BANK, INCLUDING ITS SUBSIDIARIES AND DIVISIONS, PROVIDES EQUAL EMPLOYMENT OPPORTUNITIES TO ALL EMPLOYEES AND APPLICANTS FOR EMPLOYMENT WITHOUT REGARD TO RACE, COLOR, RELIGION, SEX, SEXUAL ORIENTATION, NATIONAL ORIGIN, AGE, DISABILITY, GENETIC STATUS, CITIZENSHIP STATUS, MARITAL STATUS, MILITARY OR VETERAN STATUS, CURRENT UNEMPLOYMENT OR ANY OTHER LEGALLY PROTECTED CATEGORY IN ACCORDANCE WITH APPLICABLE FEDERAL, STATE AND LOCAL LAW. NOTHING IN THIS SITE CONSTITUTES A PROMISE OR OFFER OF EMPLOYMENT.
IDB BANK, INCLUDING ITS SUBSIDIARIES AND DIVISIONS, PROVIDES EQUAL EMPLOYMENT OPPORTUNITIES TO ALL EMPLOYEES AND APPLICANTS FOR EMPLOYMENT WITHOUT REGARD TO RACE, COLOR, RELIGION, SEX, SEXUAL ORIENTATION, NATIONAL ORIGIN, AGE, DISABILITY, GENETIC STATUS, CITIZENSHIP STATUS, MARITAL STATUS, MILITARY OR VETERAN STATUS, CURRENT UNEMPLOYMENT OR ANY OTHER LEGALLY PROTECTED CATEGORY IN ACCORDANCE WITH APPLICABLE FEDERAL, STATE AND LOCAL LAW. NOTHING IN THIS SITE CONSTITUTES A PROMISE OR OFFER OF EMPLOYMENT.
IDB BANK, INCLUDING ITS SUBSIDIARIES AND DIVISIONS, PROVIDES EQUAL EMPLOYMENT OPPORTUNITIES TO ALL EMPLOYEES AND APPLICANTS FOR EMPLOYMENT WITHOUT REGARD TO RACE, COLOR, RELIGION, SEX, SEXUAL ORIENTATION, NATIONAL ORIGIN, AGE, DISABILITY, GENETIC STATUS, CITIZENSHIP STATUS, MARITAL STATUS, MILITARY OR VETERAN STATUS, CURRENT UNEMPLOYMENT OR ANY OTHER LEGALLY PROTECTED CATEGORY IN ACCORDANCE WITH APPLICABLE FEDERAL, STATE AND LOCAL LAW. NOTHING IN THIS SITE CONSTITUTES A PROMISE OR OFFER OF EMPLOYMENT.
