Sponsor and Leveraged Finance Product Specialist
Accounting & Finance, Product
North Charlotte, Charlotte, NC, USA
USD 172,660.37-211,039.5 / year
Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice.
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Job Description:
At Regions, the Credit Products Sponsor Finance Product Specialist conducts screening, underwriting, negotiation, documentation, and portfolio management of sponsor transactions within the Corporate bank. This role enhances the sponsor lending experience while serving as a dedicated point of contact for coverage partners.
Primary Responsibilities
Completes end-to-end underwriting, execution, and portfolio management 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
Leads communication with coverage and credit risk partners
Ensures effective monitoring and servicing activities are completed for the portfolio
Utilizes market knowledge of 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 analysts and associate team members in Sponsor Credit Products
This position is exempt from timekeeping requirements under the Fair Labor Standards Act and is not eligible for overtime pay.
This position is incentive eligible.
Requirements
Bachelor’s degree in a related field
Seven (7) years of underwriting experience in Leveraged Finance and/or Corporate Finance
Preferences
Experience in deal 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
Ability to identify and voice issues
Ability to manage evaluating multiple, time sensitive projects while under pressure
Ability to work collaboratively with multiple stakeholders
Strong analytical and problem-solving skills
Strong interpersonal skills
Strong verbal and written communication skills
Well organized and detail-oriented
Position Type
Full timeCompensation 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:
$172,660.37 USDMedian:
$211,039.50 USDIncentive 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. To learn more about Regions’ benefits, please click or copy the link below to your browser.
https://www.regions.com/about-regions/welcome-portal/benefits
Location Details
Charlotte UptownLocation:
Charlotte, North CarolinaEqual Opportunity Employer/including Disabled/Veterans
Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.