Syndications & Capital Market Portfolio Manager

Sunwest Bank

$100K — $130K *
Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • 10-12 years of credit experience in commercial and/or real estate lending
  • Demonstrated knowledge of capital markets and loan syndications
  • Advanced understanding of complex lending structures and credit arrangements
  • Strong financial and credit analysis skills for evaluating risk and return
  • Expertise in credit underwriting policies and documentation requirements
  • Knowledge of capital markets regulations and financial reporting standards

Responsibilities

  • Negotiate terms and conditions with borrowers and lenders on multi-lender transactions
  • Determine loan structure and lender composition for syndicated transactions
  • Consult with relationship teams on structuring loans for syndication opportunities
  • Manage the sale of syndicated loans and participations
  • Advise on loan structure, pricing, and competitive market conditions
  • Conduct portfolio reviews to identify participation opportunities
  • Maintain strong relationships within capital markets and lending institutions

Benefits

  • Flexible work arrangements including hybrid and remote options
  • Opportunity to represent the bank at industry events and conferences
  • Ongoing training and professional development opportunities
  • Involvement in high-impact capital market transactions
  • Collaboration with a diverse range of financial professionals
Full Job Description
Job Title: Syndications & Capital Market Portfolio Manager
Department: Choose an item.
Reports to: Director of Real Estate Lending
Status: ☒ Exempt • Non-Exempt

About the Role
The Syndications & Capital Market Portfolio Manager leads the Bank's syndications and capital
markets activities, including structuring large and complex credit facilities and coordinating loan
sales and participations. This role partners with relationship teams, borrowers, and lending
institutions to develop marketable loan structures, manage investor relationships, and support
the Bank's capital markets strategy.

Work Details

Schedule: Monday - Friday, Choose an item.
Work Location: • Onsite • Hybrid • Remote
Travel: None

What You'll Do
• Negotiate terms and conditions with borrowers and participating lenders on multi-lender
transactions
• Determine loan structure, pricing, and lender group composition for syndicated
transactions originated by the Bank
• Provide consultation and guidance to relationship teams on structuring loans for future
syndication or participation opportunities
• Coordinate and manage the sale of syndicated loans and participations
• Advise Relationship Managers on loan structure, pricing, and competitive market
conditions for loan purchases, sales, and potential syndications
• Conduct ongoing portfolio reviews with business line leaders to identify loans appropriate
for participation opportunities
• Maintain deep knowledge of debt capital markets, including pricing trends, fee structures,
spreads, and loan syndication practices
• Develop and maintain a strong network of capital markets participants and lending
institutions
• Organize and coordinate meetings and communications among borrowers, lenders,
investors, and internal stakeholders
• Ensure timely and accurate information flow between borrowers, lenders, investors, and
internal teams
• Provide training and guidance on capital markets and syndication-related topics to
internal and external audiences
• Represent the Bank at industry conferences, networking events, and business
development opportunities
• Perform additional duties as assigned
What We're Looking For

(Required)
• 10-12 years of credit experience in commercial and/or real estate lending
• Demonstrated knowledge of capital markets, loan syndications, or related activities
• Advanced knowledge of complex lending structures, financial structuring, and credit
arrangements
• Strong financial and credit analysis skills with the ability to evaluate risk and return in
capital market investments
• Advanced knowledge of credit underwriting policies, procedures, processes, and
documentation requirements
• Knowledge of capital markets regulations, financial reporting requirements, rating agency
methodologies, and multi-lender credit facility documentation
• Strong communication, negotiation, and relationship management skills

(Nice to Have)
• Bachelor's degree in Business, Finance, Accounting, Management, or a related field
• Established network of lenders, investors, and capital markets participants
• Experience leading syndicated loan transactions and participation sales

Posting Location(s)

Denver, CO

Physical Demands:
In general, the following physical demands are representative of those that must be met by an
employee to successfully perform the essential functions of this job. Reasonable
accommodations may be made to allow differently abled individuals to perform the essential
functions of the job.
• Sedentary: Limited activity, no lifting, limited walking
• Moderate: Mostly standing, walking, bending, frequent lifting
• Light: Office work, some lifting, bending, stooping or kneeling, walking
• Arduous: Heavy lifting, bending, crawling, climbing

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