Loan Syndications - Portfolio Manager at CIBC | IL, USA | Rezi

Loan Syndications - Portfolio Manager at CIBC

Loan Syndications - Portfolio Manager

CIBC · IL, USA

1 months ago

Loan Syndications - Portfolio Manager

CIBC · IL, USA

a month ago
Resume preview

Impress employers and recruiters.
Choose from hundreds of resume examples.

Target Resume Now

About the Role

As part of the Commercial Banking team, you’ll build lasting relationships with business owners and executives across the country to help them achieve their ambitions. As the Loan Syndications Director, you’ll play a critical role in supporting the Middle Market Commercial & Industrial (C&I) Lending business by managing the loan syndication origination and amendment process from start to finish. You’ll ensure the accuracy of underwriting and drive efficient execution of multi-bank transactions. In addition to your core responsibilities, you’ll support broader infrastructure initiatives, contribute to internal reporting, and mentor junior team members. Your expertise in credit, lending, syndicated bank transactions, and debt capital markets will be central to your success in this highly analytical and detail-oriented role.

Responsibilities

  • Distribute and communicate transaction information to co-lenders by preparing marketing materials such as bank books, Confidential Information Memorandums (CIMs), and teasers.
  • Arrange and participate in bank meetings with co-lenders, including occasional travel, and collaborate with Agency Services to execute syndication closings.
  • Critically review underwriting and legal documentation, manage existing agented transactions, and lead the amendment process for previously closed syndications.
  • Produce accurate and timely reports for internal use, external data sharing, senior management, and various auditors.
  • Maintain up-to-date knowledge of market trends and industry dynamics, especially as they relate to credit and syndicated bank transactions, and effectively communicate findings to internal partners and external clients.
  • Mentor junior team members and contribute to the team’s broader infrastructure initiatives.

Requirements

  • You’re a relationship builder. You excel at developing trust with clients, partners, and colleagues through professional and meaningful interactions.
  • You have strong analytical skills. Your attention to detail and ability to critically review complex documentation set you apart in managing multi-bank transactions.
  • You’re experienced in credit and lending. You bring a solid background in C&I credit, syndicated bank transactions, and debt capital markets.
  • You’re a resourceful self-starter. You thrive in a fast-paced environment, working independently and proactively to drive results.
  • You’re process-driven. You have a structured approach to managing workflows and ensuring accuracy throughout the syndication process.
  • Values matter to you. You bring your real self to work, and you live our values - trust, teamwork, and accountability.
  • You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.
  • We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, MS Office).

Skills

  • Analytical Thinking
  • Business Banking
  • Business Development
  • Client Service
  • Financial Advising
  • Mergers and Acquisitions (M&A)
  • Portfolio Management
  • Researching
  • Results-Oriented
  • Credit
  • Lending
  • Syndicated bank transactions
  • Debt capital markets

Location

  • IL-120 S LaSalle St

Work Type

  • Regular
  • 40 hours

Experience Level

  • Loan Syndications Director
  • Middle Market Commercial & Industrial (C&I) Lending

Salary/Compensations

  • $160,000.00 - $180,000.00

Benefits

  • Medical
  • Dental
  • Vision
  • Health Savings Account
  • Life Insurance
  • Disability
  • Other Insurance Plans
  • Paid Time Off (including Sick Leave, Parental Leave and Vacation)
  • Holidays
  • 401(k)
  • Competitive salary
  • Incentive pay
  • Banking benefits
  • Benefits program
  • Vacation offering
  • Wellbeing support
  • MomentMakers, our social, points-based recognition program
  • Purpose Day; a paid day off dedicated for you to use to invest in your growth and development

About the Company

  • We’re building a relationship-oriented bank for the modern world.
  • At CIBC, we embrace your strengths and your ambitions, so you are empowered at work.
  • Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.
  • At CIBC, your goals are a priority.
  • We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential.
  • We aspire to give you a career, rather than just a paycheck.
  • Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.
  • We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.
  • CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong.
  • We seek applicants with a wide range of abilities and we provide an accessible candidate experience.
  • At CIBC, we are in business to help our clients, employees and shareholders achieve what is important to them.
  • Our ability to create value for all CIBC stakeholders is driven by a business culture based on common values: Trust, Teamwork and Accountability.
  • Working with CIBC makes you a part of a work environment committed to our clients, employees and communities - a place where you can excel.
  • Every day, our 48,000 employees help our clients achieve their financial goals, because what matters to our clients, matters to us.

Equal Opportunity

  • CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong.
  • We seek applicants with a wide range of abilities and we provide an accessible candidate experience.
  • If you need accommodation, please contact Mailbox.careers-carrieres@cibc.com