Sign upLog in

Syndications Portfolio Manager Senior

First Horizon Bank

Charlotte, NC

Apply
JOB DETAILS
SKILLS
Accounting, Banking Services, Brokerage, Business Administration, Capital Markets, Chartered Financial Analyst (CFA), Coaching, Commercial Banking, Competitive Analysis/Strategy, Corporate Banking, Credit Risk, Cross-Functional, Customer Relations, Customer Relationship Management (CRM), Data Collection, Data Management, Data Quality, Detail Oriented, Documentation, Documentation Standards, Economics, Facebook, Finance, Financial Modeling, Financial Services, Financial Trend Analysis, Fixed Income Investments, Funding, Investment Management, Know Your Customer (KYC), Leadership, Legal, Loans, Mentoring, Microsoft Excel, Microsoft PowerPoint, Model Review, Mortgage, Negotiation Skills, New Drug Application, Onboarding, Performance Metrics, Presentation/Verbal Skills, Pricing, Private Banking, Process Improvement, Product Pricing, Project/Program Management, Retail, Risk, Risk Analysis, Risk Management, Sales Pipeline, Small Business, Team Lead/Manager, Time Management, Underwriting, Wealth Management, Writing Skills
LOCATION
Charlotte, NC
POSTED
5 days ago
Location: On site in location listed in job posting.

Role Summary
  • The Vice President, Loan Syndications leads day-to-day execution of syndicated loan transactions from mandate through closing. The role partners with Origination Officers, Relationship Managers, credit, legal, and operations to deliver efficient, market-competitive outcomes for our clients across corporate, middle market, sponsor-backed, and specialty segments.
  • This role is designed as a progression path to a Syndications Origination Officer; the Vice President is expected to develop origination capabilities and advance to that position based on demonstrated performance, readiness, and business needs.


Key Responsibilities
  • Deal Management and Execution
    • Own the execution plan, timeline, and workstreams; run internal/external status calls and drive accountability across all parties.
    • Maintain issue logs, task trackers, and virtual data rooms; proactively identify risks and drive timely resolution.
  • Structuring and Underwriting Support
    • Support loan facility design, pricing, covenants, collateral packages, and intercreditor frameworks aligned to credit profile and market appetite.
    • Build/review financial models, sensitivities, and covenant capacity; assess leverage, coverage, and risk-adjusted returns/capital usage.
  • Syndication and Distribution
    • Partner with relationship teams to craft lender lists and investor messaging; guide the preparation of teasers, NDAs, lender presentations, and information memoranda.
    • Coordinate diligence Q&A, manage the data room, collect and synthesize investor feedback, support allocation decisions.
  • Documentation and Closing
    • Drive negotiations of commitment papers, fee letters, credit agreements, collateral and intercreditor documents with counsel; align terms with approvals and market norms.
    • Coordinate conditions precedent, KYC/AML onboarding, funding and settlement; ensure accurate system booking and clean handoff to portfolio teams.
  • Post-Close and Agency Support
    • Support amendments, waivers, and lender communications in partnership with relationship teams.
    • Monitor post-close deliverables; protect client confidentiality and relationship momentum.
  • Market Intelligence and Process Excellence
    • Track pricing, documentation trends, investor preferences, and sector dynamics; maintain internal comps/pricing matrices and market updates.
    • Contribute to templates, playbooks, and process improvements; support KPI tracking and audit-ready documentation standards.
  • Team Leadership and Development
    • Mentor analysts and associates; provide coaching, feedback, and training; back up other VPs and originators as capacity requires.
  • Systems and Reporting
    • Maintain accurate pipeline and deal data in CRM and deal platforms; ensure file completeness and reporting integrity.


Qualifications
  • 5+ years in loan syndications, leveraged finance, or corporate banking with direct responsibility for executing syndicated transactions.
  • Strong command of credit agreement documentation, covenant frameworks, collateral and intercreditor structures.
  • Advanced financial modeling and credit analysis; high proficiency in Excel and PowerPoint.
  • Proven project management and negotiation skills under tight timelines; effective stakeholder management across internal and external parties.
  • Established relationships with lenders (bank and institutional) and familiarity with sponsor processes preferred.
  • Experience with CRM and deal platforms (e.g., SyndTrak/DebtDomain) is a plus.
  • Bachelor's degree in finance, accounting, economics, or related field required; MBA, CFA, or similar credentials a plus.
  • Excellent written and verbal communication and executive presence.


Competencies
  • Execution leadership and attention to detail
  • Credit judgment and risk management
  • Market insight and pricing strategy
  • Collaboration and cross-functional coordination
  • Client-centric approach and integrity
  • Data accuracy and process discipline


About UsFirst Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at www.FirstHorizon.com .

Benefit Highlights
• Medical with wellness incentives, dental, and vision
• HSA with company match
• Maternity and parental leave
• Tuition reimbursement
• Mentor program
• 401(k) with 6% match
• More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits

Follow Us Facebook
X formerly Twitter
LinkedIn
Instagram
YouTube

About the Company

F

First Horizon Bank

Resume Resources

Free Resume TemplatesFree Resume Builder