Sponsor And Leveraged Finance Product Specialist

Sponsor And Leverage Finance Underwriting Product Specialist

At Regions, the Sponsor and Leverage Finance Underwriting Product Specialist conducts screening, underwriting, negotiation, and documentation of leveraged sponsor transactions. This role will function to enhance the sponsor lending experience while serving as a dedicated point of contact for coverage partners.

Primary Responsibilities

• Completes end-to-end underwriting and execution for complex sponsor transactions
• Executes efficient and extensive due diligence and credit screening of sponsor financing opportunities
• Conducts structuring, underwriting, negotiation, closing, and documentation of transactions
• Owns communication to coverage and credit risk partners
• Ensures effective portfolio management as loans transition to Corporate or Commercial underwriting teams post close
• Utilizes market knowledge of leveraged loan pricing, structuring, and sponsor driven financing solutions
• Aligns private equity clients' needs with Regions risk appetite, while ensuring competitive positioning and disciplined client selectivity
• Mentors analyst and associate team members in Sponsor Leveraged Underwriting

Requirements

• Bachelor's degree in related field
• Seven (7) years of underwriting experience in Leverage Finance and/or Corporate Finance

Preferences

• Deal experience in underwriting and screening sponsor transactions including structuring, negotiation, and legal documentation
• Completion of a major corporate credit training program (or the equivalent corporate banking/corporate finance experience)
• Familiarity with following loan policy frameworks of a traditional bank or similar financial institution

Skills and Competencies

• Demonstrates strong interpersonal, verbal and written communication skills
• Demonstrates strong analytical and problem-solving skills
• Displays ability to identify and voice issues
• Well organized, detail-oriented, and can manage evaluating multiple, time sensitive projects under pressure
• Works collaboratively with multiple stakeholders

Position Type

Full time

Compensation Details

Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job.

The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.

Job Range Target:

Minimum:

$164,335.00 USD

Median:

$195,878.00 USD

Incentive Pay Plans:

This role is eligible to participate in a discretionary incentive plan. Employees have the potential to receive a discretionary award based on performance against defined metrics and goals.

Benefits Information

Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates.

Paid Vacation/Sick Time

401K with Company Match

Medical, Dental and Vision Benefits

Disability Benefits

Health Savings Account

Flexible Spending Account

Life Insurance

Parental Leave

Employee Assistance Program

Associate Volunteer Program

Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions' benefits, please click on the link below.

Location Details

Charlotte Uptown

Location:

Charlotte, North Carolina

Equal Opportunity Employer/including Disabled/Veterans