Loan Syndications Analyst

2 months ago


Atlanta, United States Synovus Full time
Job Description

Job Summary

Works closely with the Wholesale C I Syndication teams to assist and provide support with pitching, structuring and executing lead-agented bank market transactions. Works with leadership across Wholesale lines of business to ensure the attainment of growth, productivity and profitability goals. Contributes to goals by providing structuring and marketing support on agented transactions and manages ongoing lead bank activities including deal site management, loan documentation coordination and loan closing activities with operations. Assists the Wholesale Bank in maintaining existing and expanding future syndicated credit opportunities.

Job Duties and Responsibilities

  • Provides support for C I lines of business for syndication origination, and distribution. Advises client teams on appropriate capital structure execution strategies and mobilizes the necessary resources against those client opportunities.
  • Provides support for the execution of related business transactions including coordinating client and syndication group resources to effectively manage investor relationships and to ensure sufficient capital is raised.
  • Establishes and cultivates bank and institutional relationships across the Financial Services sector and banker teams across the Synovus Bank platform. Works closely with banker partners to help pitch those opportunities leveraging syndication team resources and other parties.
  • Maintains and develops relationships with other financial institutions to participate in transactions on both the buy and sell side. Understand the typical hold limits, areas of industry focus and general credit appetite of these institutions.
  • Helps to develop and create pitch materials and CIM's including debt capacity models, capital structures, term sheets, source and uses charts and other information as needed.
  • Develops the best portfolio of solutions, products, and services to counter competitor strategies and respond to community needs. Partners with Credit Risk Management teams to ensure the appropriate level of risk assessments are performed on all potential commercial business activities, and all identified risks are mitigated in accordance with standard operating procedures.
  • Leads the process for centralized syndication group policies to ensure a highly disciplined and successful syndication product roll-out.
  • Ensures organization strictly adheres to internal control policies such as the account opening protocols of accurate collection, completion and updating of all required documentation. Ensures the organization's activities are carried out in accordance with all regulatory, legal, and governmental regulations.
  • Each team member is expected to be aware of risk within their functional area. This includes observing all policies, procedures, laws, regulations and risk limits specific to their role. Additionally, they should raise and report known or suspected violations to the appropriate Company authority in a timely fashion.
  • Performs other related duties as required.
The information on this description has been designed to indicate the general nature and level of 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.

Synovus is an Equal Opportunity Employer supporting diversity in the workplace

Minimum Requirements

Minimum Education:
  • Bachelor's degree in Business Administration, Finance, Marketing or related field or an equivalent combination of education and experience.
Minimum Experience:
  • Two (2) plus years of experience in C I capital markets including sales desk and portfolio management experience; designing and executing commercial finance solutions in the middle market and large corporate markets; and developing analytical frameworks used to access risk.
Required Knowledge, Skills, Abilities:
  • Knowledge of senior debt, mezzanine debt, second lien loans, securitizations, equity placements, and interest rate derivative products.
  • Extensive knowledge of corporate finance products and capital markets solutions available to Synovus Bank clients
  • Broad knowledge of commercial lending policies, procedures, practices and documentation including accounting and financial statement, and cash flow analysis
  • Broad knowledge of syndicated market activities including general practices, deal structures, and documentation
  • In-depth knowledge of bank products and services used by commercial customers
  • Knowledge of commercial lending, sales and financial service needs of middle market businesses


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