Syndications Portfolio Manager

Hancock Whitney•New Orleans, LA

About The Position

Partners with Capital Markets, Relationship Managers, Credit Officers, and Administrative Agency personnel to support the underwriting, execution, and ongoing management of syndicated credit facilities where the Bank serves as Sole Lead Arranger, Left Lead Arranger, or Administrative Agent. Leads syndication-specific due diligence, transaction screening, underwriting support, portfolio management, and administrative agency activities throughout the life of the credit relationship. Provides additional portfolio management support for syndicated transactions and helps ensure consistent credit underwriting, documentation, monitoring, lender communication, and risk management practices across the syndicated portfolio. The role works with internal and external stakeholders to evaluate and manage syndicated facilities, monitor borrower performance and compliance, support lender communications and post-closing administration, and maintain portfolio reporting. It also supports audits, loan reviews, regulatory examinations, and improvements to portfolio management and agency processes. The position has no supervisory responsibilities.

Requirements

Bachelor's degree in Finance, Accounting, Economics, Business Administration, or a related field.
5 to 8 years of experience in commercial banking, credit underwriting, portfolio management, corporate banking, leveraged finance, loan syndications, or a related financial services role.
Demonstrated experience analyzing commercial credit transactions and managing borrower relationships across a variety of industries.
Strong understanding of commercial lending, credit underwriting, portfolio management, and corporate finance principles.
Knowledge of syndicated loan structures, administrative agency responsibilities, and lender requirements.
Ability to analyze financial statements, cash flows, projections, leverage metrics, and borrowing structures.
Strong understanding of loan documentation, covenant packages, collateral structures, and credit risk management practices.
Ability to identify transaction risks and develop practical recommendations to support sound credit decisions.
Strong analytical, quantitative, and problem-solving skills.
Excellent written, verbal, and interpersonal communication skills.
Ability to present credit recommendations and transaction assessments effectively to internal stakeholders.
Strong organizational skills and ability to manage multiple transactions and portfolio responsibilities simultaneously.
Proficiency in Microsoft Excel, PowerPoint, Word, and other financial analysis and reporting tools.
Ability to collaborate across Capital Markets, Credit, Relationship Management, Operations, and Legal teams.
Strong attention to detail and commitment to regulatory compliance and risk management standards.
Ability to work under stress and meet deadlines.
Ability to travel.
Ability to lift, move, or carry approximately 25 pounds if required to perform essential job functions, subject to accommodation where applicable.

Nice To Haves

Experience underwriting and managing syndicated credit facilities or large corporate credit relationships.
Experience working with loan documentation, credit agreements, covenant compliance, and transaction execution processes.

Responsibilities

Partner with Capital Markets, Relationship Managers, Credit Officers, and other internal stakeholders to evaluate, underwrite, execute, and manage syndicated credit facilities.
Lead syndication screening, including transaction due diligence, financial and industry analysis, structure evaluation, and preparation of screening memoranda and approval materials.
Conduct credit analysis and underwriting for new transactions, amendments, extensions, renewals, and other credit requests involving syndicated facilities.
Evaluate transaction structures, borrower performance, industry dynamics, and risk factors to support underwriting and syndication decisions.
Prepare and present credit recommendations, risk assessments, and underwriting conclusions with the Capital Markets origination team.
Serve as a primary contact for participant lenders during active syndications, responding to due diligence requests, credit inquiries, and requests for transaction information.
Coordinate lender diligence and organize and distribute borrower information through virtual data rooms and other approved channels.
Perform ongoing portfolio management and risk monitoring to ensure compliance with approved credit structures, loan agreements, and internal standards.
Lead amendment or waiver requirements for agented syndicated transactions and coordinate with Credit and participant lenders.
Monitor borrower financial performance, covenant compliance, reporting requirements, collateral information, and other key credit indicators.
Review and analyze borrower financial statements, projections, borrowing base certificates, liquidity reporting, and other periodic information required by syndicated loan agreements.
Partner with Agency Services on lender communications, reporting distributions, amendments, waivers, and other post-closing administrative activities.
Review loan documentation to confirm transaction terms reflect approved structures and are appropriately administered after closing.
Coordinate with internal and external legal counsel on documentation review, amendments, and documentation-related matters.
Maintain syndicated portfolio reporting, risk assessments, tracking tools, and management reporting.
Support internal audits, loan reviews, regulatory examinations, and other risk management activities.
Identify opportunities to improve portfolio management practices, agency processes, reporting capabilities, and syndicated loan administration efficiency.
Build and maintain productive relationships with lenders, clients, Relationship Managers, Credit Officers, legal counsel, and other stakeholders.
Ensure compliance with internal policies, regulatory requirements, and risk management standards.