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Syndications & Capital Market Portfolio Manager

Sunwest Bank

  • Denver, Colorado
  • 30+ days ago

    Highlights

    Maintain deep knowledge of debt capital markets, including pricing trends, fee structures, spreads, and loan syndication practices. 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.

    Numbers & Facts

    LocationDenver, Colorado
    IndustryBanking
    Company Size50 to 99 employees
    Year Founded1970
    Websitehttps://www.sunwestbank.com/

    Description

    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.

    About Company

    Sunwest Bank has been consistently named one of the top performing banks in the United States by American Banker and SNL Financial. Sunwest’s primary focus is commercial business and real estate banking. Through 12 targeted locations across the Western United States, Sunwest offers a full suite of private and commercial banking services to its clients.

    Since 2009, Sunwest has completed five failed bank acquisitions beginning with the acquisitions of MetroPacific Bank of Irvine. Later that year, Sunwest expanded the franchise south to San Diego with the acquisition of Pacific Coast National Bank. Its expansion continued beyond the California border with the acquisition of First State Bank of Flagstaff from the FDIC, adding a presence in Northern Arizona. In 2013, the Bank expanded into the Northwest by acquiring the Washington-based Westside Community Bank which added two locations outside of Tacoma. Sunwest then broadened its Northwest presence to Boise through acquiring the failed Syringa Bank from the FDIC, adding nearly $140 million in assets and a network of five Idaho branches. In the latter half of last year, the Bank broadened its footprint further by adding LPOs in both the Salt Lake City and Phoenix, Arizona markets. These three out-of-state acquisitions and two de novo LPOs have positioned Sunwest well as it embarks on its next expansionary phase.

    Sunwest Bank operates with an iron clad balance sheet of $885 million in assets, $111 million in tangible capital and $4MM in reserves, making it well poised to continue its growth.

    Sunwest Bank is the flagship of H Bancorp, a $1.3 billion privately-owned bank holding company with a controlling interest in Bay Bank located in the Baltimore/D.C. corridor. H Bancorp provides strategic leadership, access to capital and an opportunity to participate credits across the entire H Bancorp family.

    SUNWEST BANK – AN ENTREPRENEURIAL BUSINESS BANK
    Sunwest prides itself on being an entrepreneurial and innovative commercial business bank. The Bank positions itself through deep knowledge in lending niches ensuring our people are regarded as trusted advisors and not simply bankers. It is with this approach that we provide impeccable service to our clients.

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