Job Title: Syndications & Capital Market Portfolio Manager
Department: Choose an item.
Reports to: Director of Real Estate Lending
Status: Exempt Non-Exempt
About the Role
The Syndications & Capital Market Portfolio Manager leads the Bank’s syndications and capital
markets activities, including structuring large and complex credit facilities and coordinating loan
sales and participations. This role partners with relationship teams, borrowers, and lending
institutions to develop marketable loan structures, manage investor relationships, and support
the Bank’s capital markets strategy.
Work Details
Schedule: Monday – Friday, Choose an item.
Work Location: Onsite Hybrid Remote
Travel: None
What You’ll Do
- Negotiate terms and conditions with borrowers and participating lenders on multi-lender
transactions
- Determine loan structure, pricing, and lender group composition for syndicated
transactions originated by the Bank
- Provide consultation and guidance to relationship teams on structuring loans for future
syndication or participation opportunities
- Coordinate and manage the sale of syndicated loans and participations
- Advise Relationship Managers on loan structure, pricing, and competitive market
conditions for loan purchases, sales, and potential syndications
- Conduct ongoing portfolio reviews with business line leaders to identify loans appropriate
for participation opportunities
- Maintain deep knowledge of debt capital markets, including pricing trends, fee structures,
spreads, and loan syndication practices
- Develop and maintain a strong network of capital markets participants and lending
institutions
- Organize and coordinate meetings and communications among borrowers, lenders,
investors, and internal stakeholders
- Ensure timely and accurate information flow between borrowers, lenders, investors, and
internal teams
- Provide training and guidance on capital markets and syndication-related topics to
internal and external audiences
- Represent the Bank at industry conferences, networking events, and business
development opportunities
- Perform additional duties as assigned
What We’re Looking For
(Required)
- 10–12 years of credit experience in commercial and/or real estate lending
- Demonstrated knowledge of capital markets, loan syndications, or related activities
- Advanced knowledge of complex lending structures, financial structuring, and credit
arrangements
- Strong financial and credit analysis skills with the ability to evaluate risk and return in
capital market investments
- Advanced knowledge of credit underwriting policies, procedures, processes, and
documentation requirements
- Knowledge of capital markets regulations, financial reporting requirements, rating agency
methodologies, and multi-lender credit facility documentation
- Strong communication, negotiation, and relationship management skills
(Nice to Have)
- Bachelor’s degree in Business, Finance, Accounting, Management, or a related field
- Established network of lenders, investors, and capital markets participants
- Experience leading syndicated loan transactions and participation sales
Why You’ll Love Working Here
- Team Culture
- Growth Opportunities
- Benefits or Perks
Posting Location(s)
Denver, CO
Physical Demands:
In general, the following physical demands are representative of those that must be met by an
employee to successfully perform the essential functions of this job. Reasonable
accommodations may be made to allow differently abled individuals to perform the essential
functions of the job.
- Sedentary: Limited activity, no lifting, limited walking
- Moderate: Mostly standing, walking, bending, frequent lifting
- Light: Office work, some lifting, bending, stooping or kneeling, walking
- Arduous: Heavy lifting, bending, crawling, climbing
The Fine Print
This job description reflects the general nature of the role and may change as business needs evolve. We are an equal opportunity
employer. Sunwest Bank works with staff members and customers without regard to race, ancestry, national origin, sex, marital
status, age, religion, medical condition, handicap, disability or veteran status and to assist the Bank in maintaining its Affirmative
Action Program.
Compliance with Bank Secrecy Act laws and regulations is considered an extremely serious matter, and it is intended that Sunwest
Bank, through the purposeful efforts of its employees and officers, are expected to make every resolute attempt to conform to its
Bank Secrecy Act Program and Procedures. Failure to comply will be reflected in their performance review as well as in any bonus
compensation programs in which they may participate.
Attend and complete all required classroom, computer-based, web-based and seminar training. It is the individual responsibility
of every employee to maintain a current awareness and understanding of and to fully comply with Sunwest Bank’s “Code of Ethics
and Conduct.” Each employee is also expected to maintain an awareness of the laws, regulations, internal policies and procedures
that are appropriate for his/her position.
Note: The preceding job description has been designed to indicate the general nature and level and work performed by
employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties,
responsibilities, and qualifications required of employees assigned to this job. All job descriptions can be amended without notice
as warranted by business necessity.
Federal Deposit Insurance Act This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment
offer for this position is contingent on Sunwest Bank’s review of criminal conviction history, including pretrial diversions or
program entries.
