Managing Director Loan Syndications
Fl25Normalexecutive
ExecutiveChief Executive Officer
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Quick Summary
Key Responsibilities
Provide distinctive service to clients and prospects, in person and over the telephone. Respond to client inquiries and satisfactorily resolve client issues.
Requirements Summary
Bachelor's degree in Business Administration, Finance, Marketing or related field or an equivalent combination of education and experience.
Technical Tools
ExecutiveChief Executive Officer
Job Summary:
Leads the Syndication group in pitching and executing lead-agented bank market transactions. Works with leadership to ensure the attainment of growth, productivity and profitability goals. Contributes to goals by providing credit and marketing support to commercial line units. Assists the Bank's commercial line units in new business development and portfolio management for existing and/or future syndicated credits. Contributes to the expansion of the syndicated credit client base and the development of client and investor relationships.
Job Duties and Responsibilities:
Leads the Syndication group in pitching and executing lead-agented bank market transactions. Works with leadership to ensure the attainment of growth, productivity and profitability goals. Contributes to goals by providing credit and marketing support to commercial line units. Assists the Bank's commercial line units in new business development and portfolio management for existing and/or future syndicated credits. Contributes to the expansion of the syndicated credit client base and the development of client and investor relationships.
Job Duties and Responsibilities:
- Provide distinctive service to clients and prospects, in person and over the telephone. Respond to client inquiries and satisfactorily resolve client issues. Support firm-wide achievement of the three-ring standard (all phones answered by a live person within three rings).
- Provides syndication origination and distribution support for senior debt financings for commercial real estate (CRE) client channels. Advises client teams on appropriate capital structure execution strategies and mobilizes the necessary resources against those client opportunities.
- Provides support for the execution of related business transactions including coordinating client and syndication group resources to effectively manage investor relationships and to ensure sufficient capital is raised. Establishes and cultivates bank and institutional relationships across the Financial Services sector and banker teams across the Pinnacle Bank platform. Works closely with banker partners to help pitch those opportunities leveraging syndication team resources and other parties.
- Collaborates with the region's senior leadership team to develop a business case for new commercial solutions, products and services, and presents it to leadership team to obtain needed support, financing, and resources. Identifies market opportunities that are consistent with the strategy of the business and takes appropriate action to capitalize on those opportunities.
- Develops the best portfolio of solutions, products, and services to counter competitor strategies and respond to community needs. Partners with Credit Risk Management teams to ensure the appropriate level of risk assessments are performed on all potential commercial business activities, and all identified risks are mitigated in accordance with standard operating procedures.
- Leads the process for centralized syndication group policies to ensure a highly disciplined and successful syndication product roll-out.
- Ensures organization strictly adheres to internal control policies such as the account opening protocols of accurate collection, completion and updating of all required documentation. Ensures the organization's activities are carried out in accordance with all regulatory, legal, and governmental regulations.
- Manages the annual performance management and merit processes for direct and indirect reports as applicable. Coaches and develops team members and builds a work environment where team members are engaged and feel a positive sense of achievement about their role in the company. Works closely with Human Resources regarding employee relations, compensation, training, posting and filling vacant positions and other Human Resources related matters.
- Each team member is expected to be aware of risk within their functional area. This includes observing all policies, procedures, laws, regulations and risk limits specific to their role. Additionally, they should raise and report known or suspected violations to the appropriate Company authority in a timely fashion.
- Meet all the client's financial needs, both business and personal, and refer clients to other specialty areas such as Trust, Investments, Insurance, Treasury Management, etc. as appropriate.
- Assist other team members as needed to ensure delivery of distinctive service.
- Performs other related duties as required.
The information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job
Pinnacle is an Equal Opportunity Employer committed to fostering an inclusive work environment.
Minimum Education: Bachelor's degree in Business Administration, Finance, Marketing or related field or an equivalent combination of education and experience.
Minimum Experience: Fifteen years of experience in CRE production or capital markets including sales and portfolio management experience; designing and executing commercial real estate (CRE) finance solutions in the middle market and larger markets; and developing analytical frameworks utilized in the CRE industry. Regular office environment;
Required Knowledge, Skills & Abilities:
- May sit for long periods of time;
- Talk and hear regularly;
- Use of hands, ability to reach;
- Ability to see objects up close or at a distance, use peripheral vision, identify basic colors;
- Up to 10 pounds weight lifting/force exertion required;
- Weight/force exertion required less than 25% of the time;
- Travel required less than 25% of the time.
Location & Eligibility
Where is the job
Fl25
On-site at the office
Who can apply
Same as job location
About this job
- Posted
- Today
Listing Details
- First seen
- November 4, 2026
- Last seen
- November 4, 2026
Posting Health
- Days active
- 0
- Repost count
- 0
- Trust Level
- 57%
- Scored at
- November 4, 2026
Signal breakdown
freshnesssource trustcontent trustemployer trust
External application
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