Director, National Equipment Finance Syndications at Choice Bank

Minneapolis, Minnesota, United States -

Full Time

Start Date

Immediate

Expiry Date

01 May, 26

Salary

0.0

Posted On

31 Jan, 26

Experience

10 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Equipment Finance, Capital Markets, Investment Banking, Syndicated Loans, Credit Analysis, Risk Management, Negotiation, Leadership, Documentation Standards, Financial Markets, Client Interaction, Team Development, Market Trends, Compliance, Relationship Management, Syndication Strategies

Industry

Banking

Description

Description The Director, National Equipment Finance Syndications (NEFS) is responsible for overseeing the entire syndication process, from deal origination to closing, and for ensuring that the bank's syndication activities are conducted efficiently, profitably, and in compliance with all relevant regulations. They will be responsible for originating, leading, negotiating, and managing syndicated loan transactions. This role involves collaborating with various internal and external stakeholders to structure and execute syndication deals, providing financing solutions to corporate clients, managing syndicated loan transactions, and ensuring the successful execution of complex financing deals. Responsibilities Syndication Coordination Identify and source potential syndication partners by networking industry associations, working closely with relationship managers and corporate clients with the goal to successfully onboard new syndication partners. Develop relationships with current syndication partners. Assist executive management with establishing budgets and origination goals. Structure syndicated loan transactions based on the client's financing needs, market conditions, and the bank's risk tolerance. Negotiate pricing, credit parameters and documentation with syndication partners Lead and coordinate the preparation of marketing materials, prospectuses, and information memoranda. Develop and maintain relationships with other banks, bank affiliates, financial institutions and potential co-lenders to facilitate syndication. Oversee the closing of syndication deals, including the execution of all necessary documents and the disbursement of funds. Monitor the ongoing administration of syndicated loans, including interest payments and covenant compliance. Stay informed about market trends, interest rate movements, and industry dynamics that may impact the syndication process. Adapt syndication strategies to current market conditions. Contribute to the development of the bank's syndication strategy and objectives. Identify opportunities for growth and expansion in the syndication market. Documentation and Risk Assessment Develop syndication department playbook, which includes, “Front End Guidance” regarding industries and markets, policies, procedures, etc. Cooperating with Credit, conduct thorough credit analysis, due diligence, and risk assessment on the borrower and the syndication partner. Continuously assess and manage risks associated with syndicated loans, including the monitoring of credit quality and borrower performance. Work closely with the banks’ compliance and credit departments to ensure compliance with regulatory and internal credit policies. Oversee the preparation and negotiation of syndication documents, ensuring that all legal and regulatory requirements are met. Collaborate with legal and compliance teams to address any documentation issues or concerns. Ensure that all syndication activities adhere to relevant banking regulations and internal compliance policies. Prepare reports and analysis on the bank's syndication activities for senior management and stakeholders. Provide insights into the performance of syndication deals and recommend improvements when necessary. Leadership Conduct regular one-on-ones with team members to align cultural & business objectives, prioritize the most important work and coach to high performance. Facilitate execution through effective situational leadership tools. Support engagement and action by listening to team member feedback – what’s working, what’s not – support them in initiating and executing positive changes and provided them with adequate resources. Support in team members’ professional and personal development. Requirements Minimum 8-12 years of experience in Equipment Finance, Capital Markets or Investment Banking Bachelor's degree in Finance, Business, or a related field Proven track record of successfully originating, negotiating and managing syndication deals, teams and partnerships. Solid knowledge of pricing strategies, participation agreements, and investor outreach Ability to manage multiple priorities and coordinate with internal teams Deep knowledge of documentation standards, investor eligibility, and risk frameworks Strong leadership skills with experience building high-performing teams Ability to influence senior committees and drive enterprise-level initiatives In-depth knowledge of syndicated lending practices, loan syndication structures, and the legal and regulatory aspects of syndicated loans. Strong understanding of financial markets, credit analysis, and risk management. Clear and concise communication skills to interact with clients, co-lenders, and internal stakeholders. The ability to provide effective financial advice and support to corporate clients. Travel Requirement This position requires travel to support business needs, including team collaboration, internal trainings, association conferences, client visits and cross-functional initiatives. The frequency and duration of travel will vary based on organizational priorities and team needs. Cultural Alignment Choice is #PeopleFirst, banking second. People don’t need just another bank. People need to be supported by a team of trusted partners who will get to know them and their business, understand their challenges, discover their dreams, and recognize the success in bringing people and banking together in our communities. In contributing to our culture, Choice team members are guided by our core values. Embrace change and encourage innovation. Know when to ask for help and know when to offer help. Better the places we live. Work hard. Do the right thing. Have a little fun. Our vision of Diversity at Choice is supported by our #PeopleFirst mission and our core values. Being #PeopleFirst means that Choice is committed to focusing attention and resources towards creating an environment where everyone feels respected and valued and can do their best work. Doing the right thing means encouraging employees to share their experiences and ideas, and to bring their whole authentic selves to work. Together, we can build an inclusive culture that seeks out, supports, and celebrates diverse voices. We can use our diversity to fuel creativity and innovation and bring us closer to our customers and the communities we serve. Be welcome at Choice. We can see you here. Disclosure This job description is intended to describe the general content of, and requirements for, the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities or requirements. All requirements are subject to possible modification to reasonably accommodate individuals with disabilities. Some requirements may exclude individuals who pose a significant risk to the health and safety of themselves or other employees. All employment at Choice Financial Group is “at will” employment. This position description does not create an employment contract, implied or otherwise. The base salary for this role is listed below. This pay range is posted to comply with wage transparency laws. The base salary may vary based on skill, ability, knowledge, experience and geographic location. Full time employees are also eligible for a competitive bonus and benefits package. There is a rich bonus incentive associated with the role as well. Check out bankwithchoice.com/careers for an outline of current benefit offerings.

Responsibilities

The Director is responsible for overseeing the syndication process from deal origination to closing, ensuring efficiency and compliance. They will lead negotiations, manage transactions, and collaborate with stakeholders to provide financing solutions.