Source Job

US

  • Supports the origination, execution, and portfolio management of syndicated loan transactions.
  • Conducts financial analysis, builds financial models, and evaluates credit risks for corporate borrowers.
  • Coordinates with internal teams, legal counsel, and external lenders to close transactions effectively.

Financial Analysis Credit Underwriting Microsoft Excel Financial Modeling

11 jobs similar to Associate - Loan Syndications

Jobs ranked by similarity.

$84,960–$127,440/yr
US 2w PTO

  • Assist Commercial Loan Officers in managing existing credit relationships and supporting new ones.
  • Analyze financial data, prepare loan review memorandums, and recommend risk upgrades or downgrades.
  • Underwrite and structure new loans or modifications while ensuring compliance with regulations.

Peak Credit Union is a member-focused financial institution offering banking and lending services. They emphasize community ties and provide comprehensive employee benefits, including medical, dental, and vision coverage.

$33–$50/hr
US

  • Evaluate prospective commercial borrowers and analyze complex financial information to assess credit risk.
  • Prepare comprehensive credit memorandums and supporting documentation for loan approval.
  • Mentor junior credit team members and collaborate across departments to improve credit processes.

This is a remote opportunity with a partner company that manages applications. They focus on commercial lending and portfolio management, seeking an experienced credit professional. The culture is collaborative, inclusive, and supportive, with a focus on process improvement and work-life balance.

US 5w PTO

  • Manage the institutional loan purchase process, ensuring team training, resources, and effective review to identify loans exceeding approval criteria.
  • Manage the institutional loan sale process, ensuring first-class partner responses, due diligence, pool creation, metrics, and contract review.
  • Manage the loan partner process, ensuring timely and appropriate documents and due diligence to maintain strong business partner relationships.

Serving members across all 50 states, Connexus Credit Union is a member-focused cooperative that returns profits to members through high yields and competitive rates. As a remote-first employer, it fosters collaboration and high performance to achieve excellence.

US

  • You provide comprehensive support to commercial lenders, managing loan processes from origination to closing and ensuring accuracy and compliance.
  • You coordinate with internal teams to streamline operations and maintain strong relationships with borrowers and partners.
  • You handle administrative tasks, CRM management, and reporting to keep your lender on track and drive portfolio success.

Climate First Bank is a Florida Benefit Corporation and FDIC-insured commercial bank offering personal and business banking services with a focus on sustainability and ethical banking. As a Certified B Corporation with a growing digital presence, they foster a culture of goal-setters and changemakers dedicated to social and environmental impact.

$72,000–$120,000/yr
US

  • Evaluate and underwrite a broad range of lending opportunities while maintaining sound credit risk.
  • Manage transactions from initial review through approval, funding, and closing.
  • Collaborate with business development and client-facing teams to support informed lending decisions.

The company provides commercial lending and credit underwriting services. It fosters a culture focused on financial inclusion, innovation, collaboration, and professional growth.

US

  • Build acquisition models and perform financial analysis to support deal decision-making.
  • Manage transaction execution from Letter of Intent through closing, coordinating due diligence across workstreams.
  • Prepare investment memos and presentations for leadership and board reviews.

Guardian Fire Services is building a leading platform for fire protection and life safety in the U.S. Since 2022, the company has acquired more than a dozen owner-operated businesses, offering resources and stability while preserving local identity.

US

  • Provide administrative and operational support to mortgage loan originators throughout the loan process.
  • Coordinate with processors, title companies, real estate agents, and customers to ensure deadlines are met.
  • Maintain organized loan files and verify completeness before forwarding to the processing team.

Our partner is a mortgage lending and financial services company. They offer a remote work environment with a collaborative culture and emphasize flexibility and growth.

$72,000–$120,000/yr
US

  • Underwrite a variety of lending products efficiently, applying credit policies and minimum standards to manage risk.
  • Collaborate with Business Development Officers to provide consultative credit perspectives and review deal packages.
  • Manage the underwriting process from initial review through closing, including financial analysis, due diligence, and mentoring team members.

Pathward is a financial empowerment company that works with innovators to increase financial availability, choice, and opportunity for all. We are a team of problem solvers and innovators who celebrate our differences and know that our unique perspectives make us stronger.

$60,000–$100,500/yr
US

  • Assist in building and leading the bank's Capital Markets Whole Loan Trading platform.
  • Provide analytical and operational support for secondary whole loan trading and day-to-day operations.
  • Assist in evaluating, structuring, and executing capital markets structured finance transactions including securitization and whole loan sales.

Pathward is a financial empowerment company that works with innovators to increase financial availability, choice, and opportunity for all. They are a team of problem solvers and innovators who celebrate differences and embrace diverse perspectives.

US Unlimited PTO

  • Follow up with new leads, schedule consultations, and collect borrower information to complete loan applications.
  • Send documentation requests and review files before submitting for pre-approval.
  • Manage the Mortgage Advisor's calendar and track lead activity in the CRM.

Better is an AI-native platform rebuilding home finance, having funded over $110B in loans and raised over $1.2B in equity capital. They operate at real scale with a focus on modernizing the mortgage industry.

US

  • Supports loan boarding and de-boarding processes within Transfer Services
  • Responds to Client Relations tickets and makes data corrections as needed
  • Orders, mails, and reviews RESPA or Transfer related letters for loan boarding and offboarding

LoanCare is a leading full-service mortgage loan subservicer, helping customers with home purchase transactions. Backed by Fidelity National Financial, a Fortune 500 company, they offer a culture built on integrity, innovation, and collaboration.