Loan Syndications - Portfolio Manager

CIBC•Chicago, IL

1d•$160,000 - $180,000•Hybrid

About The Position

As part of the Commercial Banking team, you’ll build lasting relationships with business owners and executives across the country to help them achieve their ambitions. As the Loan Syndications Director, you’ll play a critical role in supporting the Middle Market Commercial & Industrial (C&I) Lending business by managing the loan syndication origination and amendment process from start to finish. You’ll ensure the accuracy of underwriting and drive efficient execution of multi-bank transactions. In addition to your core responsibilities, you’ll support broader infrastructure initiatives, contribute to internal reporting, and mentor junior team members. Your expertise in credit, lending, syndicated bank transactions, and debt capital markets will be central to your success in this highly analytical and detail-oriented role. Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview.

Requirements

Relationship builder with the ability to develop trust with clients, partners, and colleagues through professional and meaningful interactions.
Strong analytical skills with attention to detail and the ability to critically review complex documentation.
Solid background in C&I credit, syndicated bank transactions, and debt capital markets.
Resourceful self-starter who thrives in a fast-paced environment, working independently and proactively to drive results.
Process-driven with a structured approach to managing workflows and ensuring accuracy throughout the syndication process.
Values trust, teamwork, and accountability.
Legally eligible to work at the specified location(s) and, where applicable, must have a valid work or study permit.
Analytical Thinking
Business Banking
Business Development
Client Service
Financial Advising
Mergers and Acquisitions (M&A)
Portfolio Management
Researching
Results-Oriented

Responsibilities

Distribute and communicate transaction information to co-lenders by preparing marketing materials such as bank books, Confidential Information Memorandums (CIMs), and teasers.
Arrange and participate in bank meetings with co-lenders, including occasional travel, and collaborate with Agency Services to execute syndication closings.
Critically review underwriting and legal documentation, manage existing agented transactions, and lead the amendment process for previously closed syndications.
Produce accurate and timely reports for internal use, external data sharing, senior management, and various auditors.
Maintain up-to-date knowledge of market trends and industry dynamics, especially as they relate to credit and syndicated bank transactions, and effectively communicate findings to internal partners and external clients.
Mentor junior team members and contribute to the team’s broader infrastructure initiatives.