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Loan Syndications Associate

Wintrust Financial Corporation
Chicago, USA
Full-time
Junior · 1–3 years experience
Onsite
Discovered 1 weeks ago
Communication

Full Job Posting

Qualifications:

  • Bachelor’s degree in Business, Finance, Accounting, or Economics
  • Minimum of one to three years of experience in Commercial Banking or Capital Markets in a Financial Institution. A background in Syndications and Leverage Finance is a plus.
  • A solid foundation in commercial credit analysis, including the ability to review credit approval memoranda, understand financial performance and cash flow drivers, analyze transaction structures and financial covenants, and translate underwriting conclusions into lender-facing marketing materials for participant bank review.
  • Excellent quantitative and analytical skills with the ability to quickly and accurately synthesize information to help develop appropriate syndications strategies
  • Ability to work as a team player interacting with a variety of deal members within a financial firm
  • Outstanding written and verbal communication skills; comfortable presenting to senior client management, investors, and senior members of the firm
  • Ability to work well under pressure, multi-task, and meet time sensitive deadlines
  • Strong presentation, negotiation, and marketing skills necessary

Benefits:

  • Medical Insurance • Dental • Vision • Life insurance • Accidental death and dismemberment • Short-term and long-term Disability Insurance • Parental Leave • Employee Assistance Program (EAP) • Traditional and Roth 401(k) with company match • Flexible Spending Account (FSA) • Employee Stock Purchase Plan at 5% discount • Critical Illness Insurance • Accident Insurance • Transportation and Commuting Benefits • Banking Benefits • Pet Insurance
  • Compensation:
  • The estimated salary range for this role is $71,000 - $92,000, along with eligibility to earn an annual bonus. Actual salaries may vary based on several factors, such as a candidate’s qualifications, skills, and experience.
  • From our first day in business, Wintrust has been proud to serve a variety of unique communities and people from all walks of life. To build a company that reflects the communities we serve, we believe that fostering a unique and inclusive workplace where everyone feels valued and empowered to succeed will support our ongoing success. Wintrust Financial Corporation, including community banking and financial services subsidiaries, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, disability, veteran status, genetic information, and other legally protected categories.

Preferred Qualifications

  • Minimum of one to three years of experience in Commercial Banking or Capital Markets in a Financial Institution. A background in Syndications and Leverage Finance is a plus.

Responsibilities

  • Support the Bank's syndicated lending platform across C&I, Franchise Finance, and Sponsor Finance credit facilities.
  • Prepare marketing materials, lender presentations, confidential information memoranda, term sheets, commitment letters, and syndication packages; supporting syndication and closing activities; administering lender communications, notices, and reporting; coordinating amendments, waivers, assignments, and settlements; assisting with loan booking, operational issue resolution, and documentation management; and supporting portfolio monitoring, covenant compliance reviews, and annual credit review processes.
  • Serve as the primary analyst supporting the Bank's SBIC program.
  • Investment underwriting, due diligence, portfolio monitoring, valuation analysis, performance reporting, and support of CRA-related initiatives.
  • Manage the SBIC Investment Committee process, including meeting schedules, agendas, presentation materials, minutes, and follow-up tracking. Coordinate with internal stakeholders, fund managers, and Sponsor Finance personnel to ensure investment, reporting, and portfolio management deliverables are completed on a timely basis.
  • Prepare management reporting to monitor sponsor relationships and cross-sell activity arising from SBIC investments, supporting measurement of the Bank's success in leveraging SBIC investments into broader banking relationships
  • Support process improvement initiatives, AI and automation projects, vendor evaluations, and enhancements to marketing materials and presentations.
  • Participate in annual sales meetings and broader Capital Markets initiatives while developing knowledge of FX, derivatives, treasury management, and other Bank products. Maintain strong working relationships across business lines, support the development of junior team members, respond promptly to internal requests, and demonstrate a professional and collaborative approach in all interactions.

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