Director, Secondary Market Syndication jobs in United States
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Kitsap Credit Union · 2 months ago

Director, Secondary Market Syndication

Kitsap Credit Union is a not-for-profit, member-owned financial cooperative committed to enhancing the financial wellbeing of its members and communities. They are seeking a Director of Secondary Markets & Loan Syndications who will lead the credit union's loan trading and syndication strategies, manage relationships with third-party originators, and ensure alignment with credit and risk goals.

BankingFinancial Services

Responsibilities

Develop and implement strategies to acquire and syndicate whole loans and participations aligned with asset diversification, yield, and risk targets
Source, evaluate, and execute purchase opportunities from loan originators, aggregators, and broker networks
Structure and market internally originated loan pools for sale or syndication to institutional buyers or credit union partners
Serve as the credit union's lead representative to the secondary loan market, including institutional investors, brokers, loan facilitators, and peer institutions
Cultivate and maintain strategic relationships with key market participants to generate ongoing opportunities
Attend industry events, conferences, and networking forums to stay current on market trends and expand the credit union's reach
Partner with Lending, Finance, Risk, and Compliance to ensure secondary market activities are aligned with credit policy, asset-liability strategies, and regulatory requirements
Lead cross-departmental initiatives to support syndication, sale, and acquisition strategies
Establish internal processes, governance frameworks, and reporting mechanisms for all secondary market transactions

Qualification

Loan Syndication StrategyMarket EngagementRelationship ManagementDue DiligenceCross-Functional Collaboration

Required

Experience in loan trading, syndication, and participation strategies
Proven ability to source and manage relationships with third-party originators, brokers, and institutional buyers
Strong understanding of credit, risk, and financial performance goals
Ability to represent the organization with strategic insight and professionalism
Experience in developing and implementing strategies for loan acquisition and syndication
Ability to evaluate and execute purchase opportunities from loan originators, aggregators, and broker networks
Experience in structuring and marketing loan pools for sale or syndication
Strong relationship management skills with key market participants
Ability to attend industry events, conferences, and networking forums
Experience in partnering with Lending, Finance, Risk, and Compliance departments
Ability to lead cross-departmental initiatives
Experience in establishing internal processes, governance frameworks, and reporting mechanisms for secondary market transactions

Company

Kitsap Credit Union

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Kitsap Credit Union helps employees to achieve more by helping them grow professionally through in-house trainings.

Funding

Current Stage
Growth Stage

Leadership Team

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Shawn Gilfedder
President and Chief Executive Officer
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Colin Morrison
Senior Vice President and CIO
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Company data provided by crunchbase