Choice Bank · 12 hours ago
Director, National Equipment Finance Syndications
Fargo, ND
Full-time
Onsite
Senior Level, Lead/Staff
8+ years expChoice Bank is seeking a Director for their National Equipment Finance Syndications team. The role involves overseeing the syndication process, managing relationships with syndication partners, and ensuring compliance with regulations while providing financing solutions to corporate clients.
BankingFinanceFinancial Services
Responsibilities
Identify and source potential syndication partners by networking industry associations, working closely with relationship managers and corporate clients with the goal to successfully onboard new syndication partners
Develop relationships with current syndication partners
Assist executive management with establishing budgets and origination goals
Structure syndicated loan transactions based on the client's financing needs, market conditions, and the bank's risk tolerance
Negotiate pricing, credit parameters and documentation with syndication partners
Lead and coordinate the preparation of marketing materials, prospectuses, and information memoranda
Develop and maintain relationships with other banks, bank affiliates, financial institutions and potential co-lenders to facilitate syndication
Oversee the closing of syndication deals, including the execution of all necessary documents and the disbursement of funds
Monitor the ongoing administration of syndicated loans, including interest payments and covenant compliance
Stay informed about market trends, interest rate movements, and industry dynamics that may impact the syndication process
Adapt syndication strategies to current market conditions
Contribute to the development of the bank's syndication strategy and objectives
Identify opportunities for growth and expansion in the syndication market
Develop syndication department playbook, which includes, “Front End Guidance” regarding industries and markets, policies, procedures, etc
Cooperating with Credit, conduct thorough credit analysis, due diligence, and risk assessment on the borrower and the syndication partner
Continuously assess and manage risks associated with syndicated loans, including the monitoring of credit quality and borrower performance
Work closely with the banks’ compliance and credit departments to ensure compliance with regulatory and internal credit policies
Oversee the preparation and negotiation of syndication documents, ensuring that all legal and regulatory requirements are met
Collaborate with legal and compliance teams to address any documentation issues or concerns
Ensure that all syndication activities adhere to relevant banking regulations and internal compliance policies
Prepare reports and analysis on the bank's syndication activities for senior management and stakeholders
Provide insights into the performance of syndication deals and recommend improvements when necessary
Conduct regular one-on-ones with team members to align cultural & business objectives, prioritize the most important work and coach to high performance
Facilitate execution through effective situational leadership tools
Support engagement and action by listening to team member feedback – what’s working, what’s not – support them in initiating and executing positive changes and provided them with adequate resources
Support in team members’ professional and personal development
Qualification
Required
Minimum 8-12 years of experience in Equipment Finance, Capital Markets or Investment Banking
Bachelor's degree in Finance, Business, or a related field
Proven track record of successfully originating, negotiating and managing syndication deals, teams and partnerships
Solid knowledge of pricing strategies, participation agreements, and investor outreach
Ability to manage multiple priorities and coordinate with internal teams
Deep knowledge of documentation standards, investor eligibility, and risk frameworks
Strong leadership skills with experience building high-performing teams
Ability to influence senior committees and drive enterprise-level initiatives
In-depth knowledge of syndicated lending practices, loan syndication structures, and the legal and regulatory aspects of syndicated loans
Strong understanding of financial markets, credit analysis, and risk management
Clear and concise communication skills to interact with clients, co-lenders, and internal stakeholders. The ability to provide effective financial advice and support to corporate clients
Benefits
Competitive bonus and benefits package
Company
Choice Bank
Choice Bank operates to provide a full array of banking solutions.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Brian Johnson
CEO
Tom Jasper
Chief Operating Officer
Recent News
2025-11-01
Minneapolis / St. Paul Business Journal
2023-12-22
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