Loan Syndications Associate

Sunflower Bank NADallas, TX
Onsite

About The Position

Sunflower Bank, N.A. is looking for an energetic, highly motivated individual to fill the position of a full-time Loan Syndications Associate in/at our Dallas, TX office. The Loan Syndication Associate Reporting is responsible for supporting the commercial sales team through management of the loan syndication origination and amendment process from origination to close, ensuring accuracy of underwriting and efficient execution of multi-bank transactions.

Requirements

  • Business Degree with a major in Accounting, Finance, Economics, or a similar degree field required.
  • Two accounting courses and one course in finance, economics or related business classes.
  • Minimum of 2 years banking experience.
  • Ability to travel on short notice.

Nice To Haves

  • Experience preparing financial models and forecasts preferred.
  • Completion of a formal credit training program.

Responsibilities

  • Support deal origination by drafting pitch materials incorporating an analysis of capital structure, credit profile, publicly available data on companies and transactions, and industry research.
  • Prepare market comparables, initial due diligence lists, deal pre-screen presentations, and draft indicative term sheets.
  • Assist in the execution of lead-arranged transactions by preparing marketing materials (Confidential Information Memorandums, lender presentations), organizing bank meetings; assisting in the negotiation of legal documentation and assisting in the closing process.
  • Interface with banker coverage and other partners to assist in the coordination and execution of transactions and to effectively meet deal timelines.
  • Develop business and credit judgment as well as provide balanced assessments in working with internal team members and partners.
  • Assist with the maintenance and updating of the department pipeline.
  • Manage the collection and input of comparative transaction data into an existing database.
  • Conduct market research to determine market comparative data on pricing and structure.
  • Assess strengths and weaknesses of agented deals in order to assist in the marketing process.
  • Interact with other departments across the bank.
  • Obtain and analyze pertinent financial and credit data to assist in determining the risk of the loan request(s), including building, and updating financial models.

Benefits

  • 401(k) Plan with 6% Match
  • Health/Dental/Vision Insurance
  • Company-paid Life Insurance
  • Tuition Reimbursement
  • Fitness Reimbursement
  • Paid Time Off
  • Volunteer Leave
  • Paid Holidays
© 2026 Teal Labs, Inc
Privacy PolicyTerms of Service