Zions Debt Capital Markets CRE Loan Syndications Associate Los Angeles CA

Job Description

• Responsible for assisting the Loan Syndications Group with all aspects of the deal syndication process.  
  
  
• Support senior members of the Loan Syndications Group and/or bankers in commercial banking, commercial real estate or other specialty lending business units in the origination and execution of syndicated lending opportunities.  
  
  
• Review recent deals in the market and identify potential investors.  
  
  
• 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.  
  
  
• Coordinate closing activities with third-party lenders, business units and internal functional areas.  
  
  
• Maintain and/or review various databases and reports for submission.  
  
  
• Maintain external data sites and composing/reviewing associated communications with third-party lenders.  
  
  
• Attend offsite meetings with borrowers and third-party lenders, and coordinates follow up activities (documenting lender feedback, tracking market data points, etc.) 
  
  
• 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.  
  
  
• Research and track market trends, comparable transactions, and third-party lender activities and credit appetite.  
  
  
• Assist with the development and training of junior staff.  
  
  
• Supports internal Relationship Managers on prospective syndicated loan deals and assists in reviewing new lead opportunities.  
  
  
• Assists with drafting offering memoranda, proposals and financial presentations detailing client and transaction-related fundamental information including merits, risk and risk mitigation.  
  
  
• Prepares loan marketing packages for distribution to investors.  
  
  
• Administers and launches data room site for active deals where Zions is the agent bank where all other involved financial groups can review the information for the deal.  
  
  
• Keeps active templates for marketing materials and offers memorandums with current information on both Zions and the market.  
  
  
• Actively sources loan market data and maintain database of comparable transactions and competitors.  
  
  
• Maintains database and reports for submission to senior management.  
  
  
• Stays current on market data, particularly in the Bank's areas of industry focus.  
  
  
• Maintains relationships with investors and keeps an internal database of all participating financial institutions.  
  
  
• Some travel required.  
  
  
• Other duties as assigned. 
  
  

• Requires a bachelor’s degree in finance, business, accounting or a related field and 4+ years of related experience. Commercial real estate experience in the financial services industry preferred. A combination of education and experience may meet job requirements. 
  
  
• Demonstrated record of accomplishment of high academic achievement. MBA, CFA, and/or Formal Credit Training with equivalent background a plus. 
  
  
• FINRA Series 79 (or grandfathered Series 7), Series 63 will be required. 
  
  

• Medical, Dental and Vision Insurance – START DAY ONE! 
  
  
• Life and Disability Insurance, Paid Paternal Leave, and Adoption Assistance 
  
  
• Health Savings (HSA), Flexible Spending (FSA), and dependent care accounts 
  
  
• Paid Training, Paid Time Off (PTO), and 11 Paid Federal Holidays 
  
  
• 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience 
  
  
• Mental health benefits, including coaching and therapy sessions 
  
  
• Tuition Reimbursement for qualifying employees 
  
  
• Employee Ambassador preferred banking products