Syndications Specialist

Job Details

Position ID: # EB-1405991616
Date Posted: 8/1/2022 4:43:44 PM
Location: Philadelphia, PA
Job Type: Full Time
Salary (USD): $65,000 - $95,000

Job Description

Orion Talent is helping a client hire a Remote Syndications Specialist.

Position Details:

Location: Remote
Shift: Mon-Fri, normal business hours

Salary: $65,000-$95,000 based on experience

Benefits: Medical, Dental, and Vision Insurance, 401K Plan with Company Match, Paid Time Off, Company Paid Life Insurance, Continuous extensive training, and development, paid volunteer time

This role is responsible for providing working capital and equipment finance solutions through our syndication network of lenders to customers by prospecting, qualifying, and closing transactions.

Job Duties:

Review credit file and transaction documents to gain complete understanding of transaction including pricing, deal structure, collateral evaluation, credit requirements, and sales/use tax to accurately present syndication transactions.
Create and manage syndication packages including but not limited to credit and documentation files, closing documents, pricing, and investor feedback.
Review documentation packages for completeness and accuracy; and resolve any issues.
Take a leadership role in the development and maintenance of syndication relationships.
Manage due diligence and data requests from syndication partners.
Provide input/guidance on transactions regarding potential syndication issues.
Draft standard syndication documents (Specification, Power of Attorney, Buy-back Letter, etc.).
Engage management to ensure clear communication on syndication issues.
Assist with internal reporting and audit requests.
Assist with process improvement initiatives.


Ability to deliver results in a timely and accurate manner under tight deadlines.
Ability to multi-task and manage heavy transaction volume.
Effective organizational, analytical, and interpersonal skills.
Strong communication skills, both written and verbal.
Detail oriented.
Self-motivation with strong sense of initiative and accountability as well as attention to detail
Thorough knowledge of Syndication process and industry best practices
Detailed knowledge of industries, equipment types and Customer profiles financed by Amur
Ability to handle multiple tasks during constantly fluctuating workload
Excellent written and verbal communication skills
Commitment to exemplifying the highest integrity and professional business standards
Proficient in MS Office, including Excel and Word, Internet-based solutions, and information sources, as well as Amur transaction management platforms (e.g.,, Aspire, SSRS)

Job Posting

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