Summer 2027 Intern: Loan Syndications

Live Oak Banking•Wilmington, NC

5d•Onsite

About The Position

Live Oak Bank is a digital bank serving small business owners nationwide, driven by a mission to be America’s Small Business Bank through innovative service and technology. Our products aid customers in buying, building, and expanding businesses, while our savings and CD products help grow their money. We prioritize employee well-being, recognizing them as the company's heart. Our commitment to customers and culture is intertwined, seeking individuals who empower the American dream. This 10-week onsite internship program (May 17 - July 23, 2027) at our Wilmington, NC headquarters offers a unique opportunity to gain exposure to commercial banking, corporate finance, and relationship management. The Loan Syndications team connects borrowers with capital by collaborating with banks and financial institutions participating in Live Oak-originated loans. Interns will support a team crucial for growing relationships, distributing credit opportunities, and executing transactions, working alongside experienced professionals in lending, underwriting, credit, and capital markets. Contributions will ensure the team remains organized, informed, and responsive, supporting exceptional service to 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.