Product Specialist I

Job Description:

At the company, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.

Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates' physical, emotional, and financial wellness through affordable, competitive and flexible benefits.

We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.

the company is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.

At the company, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Job Description:Typically acts as the secondary coverage for clients. Extensive product knowledge. Interacts with clients to execute complex product transactions that generate significant revenue. Works under direction of more senior associates.

Perform financial and statistical analyses, conduct research, and prepare support documentation and client presentation materials. Works under direction of more senior associates.

Business Overview

The Regional Loan Syndications group originates and executes club syndicated bank loans for Commercial Banking clients and prospects. The team partners closely with the Commercial Bank, Enterprise Credit, Middle Market Leveraged Finance and Regional Investment Banking to drive new the company led syndicated loans and corresponding ancillary business.

***This position can office in the following locations: Los Angeles, Newport Beach, Dallas, or Denver

Responsibilities

• Perform financial and statistical analysis
• Conduct research and prepare support documentation and client presentation material
• Development/Maintenance of Regional Loan Syndication comparative transactions
• Assist with quarterly/periodic data reporting and analysis
• Preparation of quarterly business updates
• Assist with logistical and operational tasks associated with lender meetings and loan closings
• Works under the direction of more senior associates

Required Skills

• Demonstrates initiative/self-motivation/capacity to learn
• Possesses strong interpersonal skills
• Possesses strong analytical and modeling skills
• Possesses understanding of corporate financial statements
• Possesses understanding of financial covenants and basic structuring; familiar with credit agreements
• Demonstrates strong critical thinking
• Demonstrates the ability to independently make decisions
• Licensing required - Series 79 & 63 (will support the employee through registration process if needed)

Desired Skills

• Commercial Credit experience recommended

Skills

• Analytical Thinking
• Customer and Client Focus
• Financial Forecasting and Modeling
• Financial Management
• Risk Management
• Causation Analysis
• Client Management
• Market Analysis
• Presentation Skills
• Relationship Building
• Data Management
• Project Management
• Result Orientation

Educational Requirements

• Undergraduate degree required. Accounting, Finance or equivalent experience

Shift:1st shift (United States of America)

Hours Per Week:40

Pay Transparency details

US - CA - Los Angeles - 333 S HOPE ST - the company PLAZA (CA9193), US - CA - Newport Beach - 520 Newport Center Dr - Newport Beach 520 Ncd (CA6814), US - CO - Denver - 370 17TH ST - REPUBLIC PLAZA (CO1004)

Pay and benefits information

Pay range

$100,000.00 - $123,500.00 annualized salary, offers to be determined based on experience, education and skill set.

Discretionary incentive eligible

This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.

Benefits

This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

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