Senior Syndication Specialist
About The Position
This position is integral to the Commercial Syndication function at Innovation Federal Credit Union, responsible for structuring, underwriting, and managing complex syndicated credit facilities. As a key contributor within the Syndication & Diversified Banking team, you will play a critical role in building strong partner relationships, supporting portfolio performance, and enabling sustainable business growth. You’ll bring a strong analytical and relationship-focused mindset, translating financial insights, market trends, and partner needs into sound credit decisions that align with business priorities, risk management practices, and regulatory expectations.
Requirements
- Bachelor’s degree in Finance, Accounting, or a related field
- 7–10 years of experience in commercial real estate financing and portfolio management across asset classes (e.g., land, construction, multifamily, office, retail, industrial)
- Strong expertise in financial statement analysis, credit underwriting, and portfolio management
- Advanced proficiency in MS Office Suite and Power BI
- Strong knowledge of commercial real estate markets and credit risk evaluation
- Excellent communication skills with the ability to collaborate effectively with internal teams and external partners
- Highly analytical, detail-oriented, and skilled in problem-solving and critical thinking
- High level of digital literacy and ability to leverage tools and data to support decision-making
Nice To Haves
- professional designation (MBA, CFA, CPA) is considered an asset
Responsibilities
- Develop and maintain strong relationships with internal and external lending partners to structure effective syndicated credit solutions
- Lead discussions and develop resolution strategies for distressed loans while keeping stakeholders informed and aligned
- Negotiate complex loan terms and prepare detailed credit underwriting packages with clear recommendations for approvals, renewals, and amendments
- Conduct in-depth financial analysis, including financial statements, projections, and cash flow modeling, to support sound credit decisions
- Assess commercial real estate security by analyzing market trends, borrower strength, and collateral performance
- Manage and monitor a portfolio of syndicated loans, ensuring compliance, strong performance, and proactive risk mitigation
- Identify and pursue new business opportunities while actively managing and growing existing partner pipelines
- Provide strong oversight on management of distressed loans and other account management activities
- Stay informed on economic trends and industry developments impacting the syndication portfolio
- Provide advisory support and mentorship to team members, sharing specialized knowledge and best practices
- Contribute to continuous improvement initiatives and cross-functional projects to enhance operational efficiency
- Ensure adherence to policies, regulatory requirements, and industry standards in all syndication activities
Benefits
- 7% employer-matched pension plan
- extended health benefits
- employee and family assistance program
- staff loan rate
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What This Job Offers
Job Type
Full-time
Career Level
Senior
