Syndications Finance Associate

Veritex Community Bank
United States, Texas, Dallas
Feb 21, 2025
Syndications Finance Associate Dallas, TX, USA Req #369 Thursday, February 13, 2025 Job Summary: The Syndicated Finance Associate will report to the SVP, Director of Syndicated Finance. The role will be responsible for assisting the existing members of the team in coordinating and managing the origination, syndication, and servicing of multi-bank credits. Responsibilities and Duties: This professional will help to structure and execute on syndicated opportunities in a variety of industries. The position will be responsible for building strategic bank relationships, structuring market-clearing transactions, executing on transaction timelines, and collaborating with internal teams to provide exceptional client service. He or she will provide transactional support in syndicating loan transactions while working alongside senior members of the Syndicated Finance team and the relationship management teams. The individual will actively provide input and analysis related to structuring and pricing discussions. This person will assist in managing inter-bank relationships, including the facilitation of lender due diligence, documentation review, and post-closing funding/amendment processes. Create deal memos and pitch books for lead-bank transactions. Manage transaction sites and information flow to participant banks. Maintain non-deal-flow related activity including pipeline management, revenue tracking, comparative transaction databases, and others as needed. Review new opportunities with oversight from the Syndicated Finance Director and VP's. Actively participate in syndication discussions during opportunity assessment discussions. Provide input and analysis relating to the structuring of new opportunities to ensure transactions clear market. Maintain communications and relationships with other banks to facilitate syndication capabilities. Review engagement papers for new transactions. Work alongside senior members of the Syndicated Finance team to manage the overall syndication process for new and existing syndicated loan transactions. Participate in and eventually lead outgoing calls to potential lenders on new syndicated transactions. Lead creation and review of forward projection models and financial analysis as needed. Job Skills and Qualifications: Experience with in arranging, syndicating, and participating multi-bank credits for corporate and commercial real estate lending is a positive. Strong written and interpersonal skills are required. Must have strong working knowledge of bank underwriting and credit considerations. Must be highly collaborative, detail-oriented, and have strong execution and strategic thinking skills. At least two years of experience in commercial or corporate banking role is preferred. Ability to handle complexity and intentional about understanding and solving issues. Highly organized and able to multi-task in an environment of change. Ability to interact with members of senior management, executives, and other staff members in a positive and direct manner. Exceptional interpersonal, verbal, and written communication skills. Ability to expand presentation skills. Ability to influence others and win support on critical issues. Ability to maintain highest degree of confidentiality Good knowledge of bank operations and products. Experience in risk assessment across varying types of transactions, borrowers, and structures. Education/Certifications: Minimum of 4-year college degree with emphasis in finance/business/accounting/economics or hard sciences. Prior completion of Formal Bank Credit Training Program. Company Overview: Truth in Texas Banking. That's what we're about. Founded in 2010, we are one of the ten largest banks headquartered in the state of Texas. We became a publicly traded company in 2014 and in 2020 and 2021 we were listed on Fortune's 100 Fastest Growing Companies. Headquartered in Dallas, Texas, we've built a bank forever rooted in truth, transparency, and uncompromising integrity. We know our strongest asset is the passion, authenticity, and talent of our people. We focus on the growth and development of each team member to unlock potential to "Be Your True Self." Our "True You" culture is made up of five pillars: Be Mindful Be Healthy Be Better Be Prosperous Be Faithful With this as our foundation, we've built a bank of people who are transparent, tell the truth, and act with integrity. We unite together in common purpose - caring deeply for our clients and communities, communicating openly with each other, and treating everyone with respect. Visit our website at www.VeritexBank.com and come see how we're bringing truth and transparency to Texas banking. *Veritex Community Bank does not accept unsolicited resumes from recruiters or employment agencies.* Veritex Community Bank is under no obligation to pay any referral compensation or recruiter fee in the absence of a current executed Recruitment Services Agreement. In the event a recruiter or agency submits an unsolicited resume or candidate without an agreement, Veritex reserves the right to pursue and hire those candidate(s) without any financial obligation to the recruiter or agency. Any unsolicited resumes, including those submitted to hiring managers, shall be deemed the property of Veritex Community Bank. If your agency would like to be considered as a potential future recruiting partner, please leave your contact information at Recruiting@VeritexBank.com. Work environment and Physical demands: The employee may occasionally lift and/or move up to 25 pounds. The employee may occasionally stand, walk, reach, climb, balance, stoop, kneel, crouch, or crawl. The work environment and physical demands are those of a standard office setting. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job. Disclaimer: This job description is not an inclusive list of all duties and responsibilities of the position. Incumbents will be required to follow any other job- related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. Veritex Bank reserves the right to amend and change responsibilities to meet business and organizational needs. This document does not create an employment contract, implied or otherwise, other than an "at will" relationship. Veritex Community Bank is an equal opportunity employer. Veritex Community Bank Corporate Human Resources, Dallas, Texas. We are committed to a policy of Equal Employment Opportunity and will not discriminate against an applicant or employee on the basis of race, color, religion, creed, national origin or ancestry, sex, age, physical or mental disability, veteran or military status, genetic information, sexual orientation, marital status, or any other legally recognized protected basis under federal, state or local laws, regulations or ordinances. The information collected by this application is solely to determine suitability for employment, verify identity and maintain employment statistics on applicants. Applicants with disabilities may be entitled to reasonable accommodation under the terms of the Americans with Disabilities Act and certain state or local laws. A reasonable accommodation is a change in the way things are normally done which will ensure an equal employment opportunity without imposing undue hardship on the Company. Please inform the Company's personnel representative if you need assistance completing any forms or to otherwise participate in the application process. Other details Pay Type Salary Apply Now Dallas, TX, USA Share this job: