Job Abstract

Did you know Zions Bancorporation is one of the nation’s premier financial services companies with total assets exceeding $70 billion? We have local operations and management teams in 11 western states and we are dedicated to making a difference in our local communities and we haven’t forgotten who keeps us in business, meaning we’re committed to the success of our customers, and our employees! The possibilities are endless – come for a job, stay for a career! Amegy Bank is a division of Zions Bancorporation.

We are currently looking for a Loan Syndication Associate to join our team in El Segundo, CA.

Essential Functions:

• 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 identifying 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 data bases and reports for submission.
• Maintain external data sites and composing/reviewing associated communications with third-party lenders.
• Attending offsite meetings with borrowers and third-party lenders, and coordinating 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 assist 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 offering memorandums with current information on both Zions and the market.
• Actively sources loan market data and maintain database of comparable transactions and competitors.
• Maintains databased and reports for submission to senior management.
• Stay 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.

Qualifications:

Requires a Bachelor's degree in finance, business, accounting or a related field and 4+ years of related experience. A combination of education and experience may meet job requirements.

• Demonstrated track record 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.

Benefits:

• Medical, Dental, and Vision Insurance
• Employer-paid Life Insurance
• 401(k) plan + generous company matching
• Competitive compensation commensurate with work experience (some roles include incentives, mileage + travel time pay, and/or parking waivers.
• Paid Time Off (Vacation, Federal Holidays, Sick)
• Tuition Reimbursement for qualifying employees
• Promotional opportunities offered from within