Senior Syndication Specialist responsible for structuring and managing syndicated credit facilities. Building partner relationships and ensuring compliance in portfolio management at Innovation Federal Credit Union.
Responsibilities
Develop and maintain strong relationships with internal and external lending partners to structure effective syndicated credit solutions
Lead discussions and develop resolution strategies for distressed loans while keeping stakeholders informed and aligned
Negotiate complex loan terms and prepare detailed credit underwriting packages with clear recommendations for approvals, renewals, and amendments
Conduct in-depth financial analysis, including financial statements, projections, and cash flow modeling, to support sound credit decisions
Assess commercial real estate security by analyzing market trends, borrower strength, and collateral performance
Manage and monitor a portfolio of syndicated loans, ensuring compliance, strong performance, and proactive risk mitigation
Identify and pursue new business opportunities while actively managing and growing existing partner pipelines
Provide strong oversight on management of distressed loans and other account management activities
Stay informed on economic trends and industry developments impacting the syndication portfolio
Provide advisory support and mentorship to team members, sharing specialized knowledge and best practices
Contribute to continuous improvement initiatives and cross-functional projects to enhance operational efficiency
Ensure adherence to policies, regulatory requirements, and industry standards in all syndication activities
Requirements
Bachelor’s degree in Finance, Accounting, or a related field; professional designation (MBA, CFA, CPA) is considered an asset
7–10 years of experience in commercial real estate financing and portfolio management across asset classes
Strong expertise in financial statement analysis, credit underwriting, and portfolio management
Advanced proficiency in MS Office Suite and Power BI
Strong knowledge of commercial real estate markets and credit risk evaluation
Excellent communication skills with the ability to collaborate effectively with internal teams and external partners
Highly analytical, detail-oriented, and skilled in problem-solving and critical thinking
High level of digital literacy and ability to leverage tools and data to support decision-making
Benefits
Participates in a 7% employer-matched pension plan
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