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Loan Syndications Associate Director

Did you know that Zions Bancorporation is one of the nation’s premier financial services companies with total assets of $88 billion? With local management teams at the helm in 11 western states, Zions is dedicated to making a difference in their local communities. At Zions, we haven’t forgotten who keeps us in business, meaning we’re committed to the success of our customers, and our employees. Here, the possibilities are endless – come for a job, stay for a career.

Zions Bancorporation is currently seeking a well-qualified Loan Syndication Professional for the role of Associate Director covering commercial real estate transactions.

The successful incumbent will be responsible for the following essential job duties:

  • Responsible for contributing to all aspects of the deal syndication process when Zions is the Agent Bank.
  • Help determine optimal capital structure for client and jointly pitch proper debt solutions and other ancillary banking and capital markets products.
  • Participate in the negotiation, structuring, and syndication of multi-bank transactions where Zions is the lead/agent bank.
  • Stay abreast of current market conditions and trends in order to provide market feedback and on transaction structures and pricing to deal teams, credit officers, and other internal parties.
  • Compose and/or review various internal memos required to support syndicated transactions (syndication opinions, fee accounting, etc.)
  • Prepare and/or review marketing materials and maintain current templates for such materials.
  • Assists with the preparation and negotiation of legal documents such as fee letters, non-disclosure agreements, mandate agreements, commitment letters, credit agreements, etc.
  • Conduct market screening for potential transactions prior to launch to accurately assess syndication risk for credit, then work with the client to select target lenders to invite to the transaction.
  • Coordinate closing activities with third-party lenders, business units and internal functional areas.
  • Track, answer or coordinate answers to deal questions from third-party lenders in consultation with senior members of the Loan Syndications Group and relevant business units.
  • Assist with the development and training of junior staff.
  • Supports internal Relationship Managers on prospective syndicated loan deals and assist in reviewing new lead opportunities.
  • Prepare syndications materials such as confidential information memorandums, term sheets, lender presentations, financial models, and other marketing materials and distribute as need to prospective lenders.
  • Build and maintain a strong network of syndication partners, including local and regional banks, and bank loan syndications trading partners, and other financial institutions.
  • Actively sources loan market data and maintain database of comparable transactions and competitors.
  • Assist senior members of the group with all internal matters and with all other responsibilities as required by the group.
  • Comprehensive knowledge of products and current market terms and conditions.
  • Some travel required.

Qualifications –

  • External Bachelor’s degree in finance, business, accounting or a related field 8+ years of related experience.
  • Demonstrated track record of high academic achievement. MBA, CFA a plus Formal Credit Training program.
  • FINRA Series 79 (or grandfathered Series 7), Series 63 will be required.
  • Prior commercial real estate or investment banking experience preferred.
  • Excellent communication skills, both verbal and written.
  • Excellent attention to detail.
  • Ability to review extensive and complicated reports and distill key findings into executive summaries efficiently and accurately.
  • Ability to learn and apply complex concepts quickly.
  • Strong organizational skills with demonstrated track record of meeting deadlines and effective time management.
  • Possess excellent writing skills. Is a team player and possess an outgoing nature.
  • Working knowledge of computer software programs including spreadsheets, word processing, etc. required.
  • Ability to manage and prioritize multiple projects and track details.
  • Excellent sales, negotiation, and closing skills.