Director, National Equipment Finance Syndications

Choice Bank • Minneapolis, MN

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About The Position

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.

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.

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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level