Summer 2027 Intern: Loan Syndications
About The Position
Live Oak Bank is a digital bank that serves small business owners across the country. Our groundbreaking spin on service and technology has fueled our mission to be America’s Small Business Bank. Our products help customers buy, build, and expand their business, and our high-yield savings and CD products help them grow their hard-earned money. At Live Oak, we never lose sight of the well-being of our people. We believe our employees are the heart of our company. Our commitment to our customers and culture is intertwined, and we seek those who embody and embrace what it takes to empower the American dream. Ready to make an impact? We're looking for an onsite intern to join our team for the 10-week Summer Internship program (May 17 - July 23, 2027) at our headquarters in Wilmington, NC. Applications are due by 11:59 p.m. ET on Friday, September 25. At Live Oak Bank, the Loan Syndications team helps connect borrowers with capital by working alongside banks and financial institutions that participate in loans originated by Live Oak. As a Loan Syndications Intern, you will support a team that plays an important role in growing relationships, distributing credit opportunities, and helping execute successful transactions. This internship offers a unique opportunity to gain exposure to commercial banking, corporate finance, and relationship management while working with experienced professionals across lending, underwriting, credit, and capital markets. Your contributions will help the team stay organized, informed, and responsive while supporting the delivery of exceptional service to both internal and external stakeholders.
Requirements
- Currently pursuing a Bachelor's degree in Finance, Accounting, Economics, Business, Real Estate, or a related field.
- Strong interest in commercial banking, finance, capital markets, or lending.
- Strong analytical and problem-solving skills.
- Familiarity with AI-powered tools and willingness to apply emerging technologies to enhance financial research, reporting, and analytical processes.
- Excellent written and verbal communication skills.
- Ability to work effectively both independently and as part of a team.
- Strong attention to detail and organizational skills.
- Proficiency in Microsoft Office applications, including Excel and PowerPoint.
- Ability to manage multiple priorities while meeting deadlines.
- Eagerness to learn in a fast-paced, collaborative environment.
Nice To Haves
- Prior internship, coursework, student organization involvement, or project experience related to finance, accounting, banking, economics, or real estate.
- Experience using Excel for data analysis, reporting, or financial modeling through coursework or internships.
- Familiarity with financial statements and basic business concepts.
- Leadership experience through student organizations, athletics, volunteer work, or campus activities.
- Interest in commercial lending, credit analysis, commercial real estate, or capital markets.
- Experience presenting information or working on team-based projects.
Responsibilities
- Support the Loan Syndications team with day-to-day activities related to loan distribution and relationship management.
- Assist in preparing marketing materials, presentations, summaries, and other documents used to communicate investment opportunities to prospective banking partners.
- Conduct research on industries, borrowers, market trends, and financial institutions to help inform team discussions and decision-making.
- Help organize and maintain transaction data rooms, lender databases, and internal reporting tools.
- Assist with compiling and reviewing information for internal meetings, reporting, and portfolio monitoring.
- Track and organize key documentation, including non-disclosure agreements and transaction-related materials.
- Collaborate with team members across underwriting, lending, credit, and capital markets to support active projects and strategic initiatives.
- Analyze data using Excel and other business applications to identify trends and support reporting needs.
- Attend team meetings and gain exposure to the loan syndication process from origination through execution.
- Maintain a high standard of regulatory awareness including BSA, AML, CIP, and OFAC.
- Take on additional projects that provide learning opportunities and support team objectives.
Benefits
- Paid sick leave (in states that require it)
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What This Job Offers
Career Level
Intern
