Loan Syndications Associate

Wintrust•Chicago, IL

About The Position

The Syndications Associate supports Wintrust’s syndicated lending platform, working closely with Senior Syndicators on the execution, administration, and ongoing management of C&I, Franchise Finance, and Sponsor Finance syndicated credit facilities. The role contributes throughout the transaction lifecycle, from preparing marketing materials and supporting underwriting and syndication through loan closings, lender communications, portfolio reporting, amendments, waivers, settlements, portfolio monitoring, and other Administrative Agent responsibilities. The Associate also serves as the primary analyst and underwriter for the Bank’s Small Business Investment Company (SBIC) portfolio. This work includes fund underwriting, investment due diligence, portfolio monitoring, valuation and performance reporting, and support for CRA-related initiatives. The role manages reporting on SBIC portfolio activity and cross-sell activity, coordinates the SBIC Investment Committee process, and works with internal stakeholders and fund managers to complete investment and portfolio-management deliverables. Over time, the Associate is expected to take on greater ownership of the SBIC program and contribute to Sponsor Finance’s strategic growth initiatives.

Requirements

Bachelor’s degree in Business, Finance, Accounting, or Economics.
One to three years of experience in Commercial Banking or Capital Markets at a financial institution.
Solid foundation in commercial credit analysis, including reviewing credit approval memoranda, understanding financial performance and cash flow drivers, analyzing transaction structures and financial covenants, and translating underwriting conclusions into lender-facing marketing materials.
Excellent quantitative and analytical skills, including the ability to synthesize information quickly and accurately to help develop appropriate syndication strategies.
Ability to work as a team player and interact with a variety of deal members within a financial firm.
Outstanding written and verbal communication skills; comfort presenting to senior client management, investors, and senior members of the firm.
Ability to work well under pressure, multitask, and meet time-sensitive deadlines.
Strong presentation, negotiation, and marketing skills.

Nice To Haves

Background in Syndications and Leverage Finance.

Responsibilities

Support the Bank’s syndicated lending platform across C&I, Franchise Finance, and Sponsor Finance credit facilities.
Prepare marketing materials, lender presentations, confidential information memoranda, term sheets, commitment letters, and syndication packages.
Support syndication and closing activities; administer lender communications, notices, and reporting.
Coordinate amendments, waivers, assignments, and settlements; assist with loan booking, operational issue resolution, and documentation management.
Support portfolio monitoring, covenant compliance reviews, and annual credit review processes.
Serve as the primary analyst supporting the Bank’s SBIC program, including investment underwriting, due diligence, portfolio monitoring, valuation analysis, performance reporting, and CRA-related initiatives.
Manage the SBIC Investment Committee process, including meeting schedules, agendas, presentation materials, minutes, and follow-up tracking.
Coordinate with internal stakeholders, fund managers, and Sponsor Finance personnel to complete investment, reporting, and portfolio-management deliverables on time.
Prepare management reporting to monitor sponsor relationships and cross-sell activity arising from SBIC investments.
Support process improvement initiatives, AI and automation projects, vendor evaluations, and enhancements to marketing materials and presentations.
Participate in annual sales meetings and broader Capital Markets initiatives while developing knowledge of FX, derivatives, treasury management, and other Bank products.
Maintain strong working relationships across business lines, support junior team members, respond promptly to internal requests, and demonstrate a professional and collaborative approach.