Loan Syndications Associate

BankUnited
United States, Florida, Miami Lakes
Mar 19, 2025
Location: Miami Lakes, Ft. Lauderdale, Orlando, NYC or Atlanta SUMMARY: The Loan Syndications Associate or Senior Associate (the "Associate") provides comprehensive coverage for both the Corporate Banking and Commercial Real Estate Banking lines of business (or "LOBs"). In this role, the Associate will support the Head of Corporate Syndications and the Head of CRE Syndications (collectively, "Syndications Heads") throughout the Bank's geographic and industry coverage footprint. The Associate will perform critical functions to help drive the identification, marketing, origination, execution, and ongoing servicing of lead syndications. This role will include a combination of financial analysis, credit underwriting, due diligence, and marketing of new lead mandated transactions and distribution of these transactions to participant banks. In addition, the Syndications Associate will support the portfolio of purchased syndications and leveraged loans. ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties and special projects may be assigned. Perform extensive financial analysis and modeling of a variety of transaction scenarios. Conduct comprehensive company and industry research. Work with Syndications Heads, Practice Leaders (PLs)/Relationship Managers (RMs), and Credit Products Officers (CPOs) to prepare internal screening memos. Prepare presentations for client meetings. Support syndication transaction execution process while developing the capabilities and experience to lead the execution process. Participate in accounting, business, underwriting, and legal due diligence. Launch and manage the syndication data room. Provide support to CPOs for agented relationships. Work with legal counsel and borrowers to draft and negotiate legal documentation. Prepare detailed transaction marketing materials including confidential information memoranda and lender presentations. Work directly with prospective lenders to market transactions, assisting them with their respective due diligence processes. Up to 25% travel; position can be based in Orlando or NYC. Adheres to and complies with applicable, federal and state laws, regulations and guidance, including those related to anti-money laundering (i.e. Bank Secrecy Act, US PATRIOT Act, etc.). Adheres to Bank policies and procedures and completes required training. Identifies and reports suspicious activity. EDUCATION Bachelor's Degree in business concentration or other acceptable field required Master's Degree or MBA preferred EXPERIENCE Commercial Banking, Capital Markets, or Investment Banking experience through internships or employment preferred KNOWLEDGE, SKILLS AND ABILITIES Demonstrated professionalism and client management skills Ability to work under pressure and tight deadlines Strong analytical skills and distinguished communication skills Ability to multi-task and manage a workload with multiple responsibilities without direct day-to-day supervision and ability to work with multiple deal teams simultaneously Understanding of the loan syndications market and the syndication process Knowledge of the commercial banking industry Strong financial analysis, credit underwriting, and due diligence knowledge Detailed knowledge and expertise with Excel, PowerPoint, and Word applications Ability to evaluate technology platforms and quickly gain expertise in new applications