cibc
Loan Syndications - Underwriting & Portfolio Director/Executive Director
cibc, Chicago, Illinois, United States, 60290
We’re building a
relationship-oriented
bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.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.As a member of the Commercial Banking team, you’ll build lasting relationships with business owners and executives throughout the country to help them realize their ambitions. The Loan Syndications team is responsible for supporting the Middle Market Commercial & Industrial Lending business (“C&I”).The Loan Syndications Underwriting and Portfolio Director/Executive Director will be responsible for independent management of the loan syndication origination and amendment process from origination to close ensuring accuracy of underwriting and efficient execution of multi-bank transactions. Other responsibilities include supporting the team’s broader infrastructure initiatives, internal reporting and mentoring junior team members. The ideal professional for this highly analytical, detail-oriented and process-driven role is a resourceful, independent self-starter with a strong C&I credit background, fastidious attention to detail and solid relationship management skills.KEY ACCOUNTABILITIESCollaborating with external co-lenders. Preparing, distributing and communicating transaction information to co-lenders, including the preparation of transaction marketing materials (i.e. bank books, teasers, etc.) and management of our syndicated loan database.Arranging and participating in bank meetings with co-lenders (travel required), as well as collaborating with Agency Services to execute the syndication closing process.Producing complex reports for internal use, external data sharing, submission to senior management and various auditors.Critically reviewing underwriting, due diligence and legal documentation.Portfolio managing existing agented transactions and leading the amendment process on previously closed syndications.This position is highly involved in role-modeling and mentoring junior members of the team.Maintaining market knowledge and industry awareness, and effectively communicating knowledge to others within CIBC.Recommends infrastructure and process enhancements to maximize efficiency and accuracy.COMPLIANCE REQUIREMENTS/RESPONSIBILITIESAs an employee of CIBC, the incumbent must comply with all applicable CIBC and Line of Business policies, standards, guidelines and controls.AUTHORITIES/DECISION RIGHTSAs a key contributor to the business unit, this job has the authority to recommend changes to business processes in order to enhance operational efficiency and effectiveness.CONDUCT & CULTURE RISKOur CIBC risk culture is based on employees striving to exceed the expectations of ourselves and our leadership’s identification and mitigation of risks in their daily responsibilities, not just in quarterly or annual monitoring/assessments. We all are accountable for managing risk.As an employee of CIBC the incumbent must conduct themselves (and foster an environment for others) in a manner consistent with our strong risk culture. This includes:Following all aspects of the CIBC Code of Conduct, as well as all applicable CIBC policies, frameworks, guidelines, processes and controls.At all times acting in accordance with our Purpose and shared values, to achieve our Bank’s strategic goals.Understanding and following the qualitative and quantitative components of our Risk Appetite Statements.Completing all annual Corporate Mandatory Training and Testing modules, as well as any additional business-specific modules, as required and employing the learnings in daily activities and undertakings.Escalating matters through one of the appropriate channels identified in the CIBC Code of Conduct (i.e., HR, management, Ethics Hotline, Whistleblower, etc.) upon observing activities that may be inconsistent with CIBC’s policies, frameworks, guidelines, processes and controls.Speaking up if witnessing behaviors that drive poor or unfair outcomes for clients, team members or other stakeholders.Escalating matters that can result in adverse market practices and outcomes, thereby negatively impacting CIBC’s reputation as a leading financial institution.KNOWLEDGE AND SKILLSBachelor's Degree or higher.Minimum 12+ years of direct C&I credit experience.Ability to meet deadlines and establish priorities to manage a high volume of transactions.Exceptional verbal and written communication skills.Strong interpersonal skills.Capital Markets and Syndications experience is a plus.WORKING CONDITIONSThis role operates within a normal office environment.Occasional travel.
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relationship-oriented
bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.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.As a member of the Commercial Banking team, you’ll build lasting relationships with business owners and executives throughout the country to help them realize their ambitions. The Loan Syndications team is responsible for supporting the Middle Market Commercial & Industrial Lending business (“C&I”).The Loan Syndications Underwriting and Portfolio Director/Executive Director will be responsible for independent management of the loan syndication origination and amendment process from origination to close ensuring accuracy of underwriting and efficient execution of multi-bank transactions. Other responsibilities include supporting the team’s broader infrastructure initiatives, internal reporting and mentoring junior team members. The ideal professional for this highly analytical, detail-oriented and process-driven role is a resourceful, independent self-starter with a strong C&I credit background, fastidious attention to detail and solid relationship management skills.KEY ACCOUNTABILITIESCollaborating with external co-lenders. Preparing, distributing and communicating transaction information to co-lenders, including the preparation of transaction marketing materials (i.e. bank books, teasers, etc.) and management of our syndicated loan database.Arranging and participating in bank meetings with co-lenders (travel required), as well as collaborating with Agency Services to execute the syndication closing process.Producing complex reports for internal use, external data sharing, submission to senior management and various auditors.Critically reviewing underwriting, due diligence and legal documentation.Portfolio managing existing agented transactions and leading the amendment process on previously closed syndications.This position is highly involved in role-modeling and mentoring junior members of the team.Maintaining market knowledge and industry awareness, and effectively communicating knowledge to others within CIBC.Recommends infrastructure and process enhancements to maximize efficiency and accuracy.COMPLIANCE REQUIREMENTS/RESPONSIBILITIESAs an employee of CIBC, the incumbent must comply with all applicable CIBC and Line of Business policies, standards, guidelines and controls.AUTHORITIES/DECISION RIGHTSAs a key contributor to the business unit, this job has the authority to recommend changes to business processes in order to enhance operational efficiency and effectiveness.CONDUCT & CULTURE RISKOur CIBC risk culture is based on employees striving to exceed the expectations of ourselves and our leadership’s identification and mitigation of risks in their daily responsibilities, not just in quarterly or annual monitoring/assessments. We all are accountable for managing risk.As an employee of CIBC the incumbent must conduct themselves (and foster an environment for others) in a manner consistent with our strong risk culture. This includes:Following all aspects of the CIBC Code of Conduct, as well as all applicable CIBC policies, frameworks, guidelines, processes and controls.At all times acting in accordance with our Purpose and shared values, to achieve our Bank’s strategic goals.Understanding and following the qualitative and quantitative components of our Risk Appetite Statements.Completing all annual Corporate Mandatory Training and Testing modules, as well as any additional business-specific modules, as required and employing the learnings in daily activities and undertakings.Escalating matters through one of the appropriate channels identified in the CIBC Code of Conduct (i.e., HR, management, Ethics Hotline, Whistleblower, etc.) upon observing activities that may be inconsistent with CIBC’s policies, frameworks, guidelines, processes and controls.Speaking up if witnessing behaviors that drive poor or unfair outcomes for clients, team members or other stakeholders.Escalating matters that can result in adverse market practices and outcomes, thereby negatively impacting CIBC’s reputation as a leading financial institution.KNOWLEDGE AND SKILLSBachelor's Degree or higher.Minimum 12+ years of direct C&I credit experience.Ability to meet deadlines and establish priorities to manage a high volume of transactions.Exceptional verbal and written communication skills.Strong interpersonal skills.Capital Markets and Syndications experience is a plus.WORKING CONDITIONSThis role operates within a normal office environment.Occasional travel.
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