Associate II, Financial Institutions

4. Serve as a subject-matter middle office client service resource to diagnose, investigate, and resolve issues across the syndicated loan life cycle partnering closely with multiple internal enterprise teams (relationship managers, credit, loan servicing teams) and external partners (legal firms) providing guidance using knowledge of loan structures, transaction terms, processes, and downstream impacts to recommend appropriate solutions.

5. Apply specialized knowledge and system expertise of nCino, Precision Lender, Foundation, and SMK to prepare, execute, and validate complex loan transactions including working with RMs on running loan pricing, funding wires, loan memos and related documentation, ensuring accuracy, completeness and adherence to established requirements for Financial Institutions' clients.

6. Own, orchestrate, and deliver an end-to-end syndicated deals closing process to ensure all internal and external stakeholders are prepared with all transaction requirements using specialized lending knowledge, system expertise and judgment to execute a series of complex interdependent activities. Ensure closing readiness in advance of transaction execution by anticipating requirements, identifying dependencies and gaps, coordinating responsible parties to ensure all critical details are accurately captured, validated, and completed across multiple platforms. This will include the execution of signatures, letters of commitment, opinion letters, funding requirements and other closing documentation necessary to successfully close. Attention to detail is critical due to the scale of these relationships. Responsible for data room management and coordination of document collection with RMs to be shared with bank partners in a timely manner.

Process & Operations

• Ability todocument complex workflowsinto clear, actionable procedures
• Experience identifyinggaps and inefficienciesand driving standardization
• Skill inclosing readiness- anticipating requirements, tracking dependencies, and coordinating across parties
• Comfort managingmultiple deals simultaneouslywith competing timelines
• Proactively identify areas for improvement

Relationship & Communication Skills

• Confident communicating withexternal financial institution partners, legal firms
• Ability to communicate and collaborate acrossinternal teams- credit, loan operations, relationship managers, and other business units as needed
• Skilled atescalating issues appropriatelywhile maintaining stakeholder confidence
• Strong presence inbank group meetingsand multi-party coordination settings

Analytical & Problem-Solving Ability

• Capacity todiagnose and resolve complex issuesacross the syndicated loan lifecycle
• Ability to usedata and customer insightsto improve service and relationship management
• Comfortable makingjudgment callson downstream impacts of transaction decisions

Attention to Detail & Compliance

• Exceptional accuracy in handlinglarge, high-value transactions
• Disciplined in managingconfidential financial information
• Thoroughness in capturing and validatingsignatures, commitment letters, opinion letters, and funding requirements

Minimum Qualifications:

Education:

Bachelor's degree in finance, Business, Economics, related field or sufficient applicable experience

Credit training or certifications (beneficial but not required)

Required Experience:

2-4 years in commercial banking, credit analysis, or loan operations

Exposure to syndications, participations, or multi-bank facilities either directly or adjacent experience

Demonstrated ability with deal coordination or transaction management to manage deal closings end-to-end

Experience in cross-functional collaboration working across credit, legal, operations, and relationship management teams

Involvement and participation in identifying inefficiencies and implementing solutions for continuous improvement

Preferred Skills:

Technical system proficiency - nCino, Precision Lender, Foundation, and Salesforce (or comparable loan / CRM platforms)

Documentation and procedural writing - ability to translate complex workflows into clear, accurate guides

Data analysis and interpretation - using data to identify trends, gaps, and relationship insights

Multi-stakeholder coordination - managing competing priorities across internal and external parties simultaneously.

Written and verbal communication - producing professional materials such as CIMs, term sheets, and procedural documentation

Problem diagnosis and resolution - investigating and resolving complex issues across the loan lifecycle with sound judgment

Confidentiality - requires the discreet handling of customer financial information