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Sponsor and Leveraged Finance Product Specialist

Sponsor and Leveraged Finance Product Specialist

Regions FinancialCharlotte, NC, US
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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
  • 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.

    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. Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions.

  • 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.

    Location Details

    Location : Charlotte Uptown

    Charlotte, North Carolina

    Equal Opportunity Employer / including Disabled / Veterans

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    Product Specialist • Charlotte, NC, US

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