Director / Managing Director: Loan Sales and Syndications
Burke Stelling Group is looking for a Director or Managing Director to help lead and grow its loan sales and syndications practice. The role covers whole-loan portfolio sales, participations, syndications, forward flow arrangements, and non-performing loan sales.
This is a senior, entrepreneurial role with responsibility for both origination and execution. You will help clients manage liquidity, concentrations, capital, and credit risk by connecting them with buyers and partners across our network of banks, credit unions, and institutional lenders. You will work closely with other senior personnel to identify value-additive ideas with existing clients, including M&A transactions.
If interested, please contact us at careers@burkestelling.com with your resume.
Roles / Responsibilities
- Originate loan sale, participation, and syndication mandates from community banks, credit unions, specialty lenders, and other financial institutions
- Arrange participations and syndications that help clients manage legal lending limits, concentrations, and liquidity, and source participation opportunities for buy-side institutions
- Run non-performing and sub-performing loan sales through structured marketing and bid processes
- Prepare loan tapes, data rooms, offering memoranda, and bid packages, and coordinate buyer due diligence
- Help further build and maintain an active network of buyers, including banks, credit unions, debt funds, and institutional investors, and match their appetite to client portfolios
- Advise clients on loan pricing, valuation, and the earnings, capital, and accounting impact of a sale
- Negotiate purchase and sale agreements, participation agreements, and servicing terms with counterparties and legal counsel
- Support the firm’s M&A practice with loan portfolio reviews, credit mark analysis, and pre-closing loan sales
- Raise the practice’s profile through industry conferences, banking associations, and published market insights for the firm’s newsletter
- Mentor and direct analysts and associates on loan analysis, pricing models, and transaction materials
Experience / Credentials
- 5+ years of experience in loan sales, loan trading, syndications, or bank capital markets
- A demonstrated record of originating and closing whole-loan portfolio sales, participations, or syndications
- An established network of buyers and sellers among community banks, credit unions, debt funds, and institutional loan investors
- Strong credit underwriting background, with the ability to evaluate loan files and collateral
- Proficiency in loan pricing and cash flow modeling, including discount rate, prepayment, default, and loss-severity assumptions
- Working knowledge of purchase accounting, CECL, loan classification, and the regulatory treatment of loan sales and participations
- Familiarity with purchase and sale agreements, participation agreements, and servicing arrangements
- Bachelor’s degree in Banking, Finance, Accounting, Economics, or a related field
- Based in Atlanta preferred, with willingness to travel to clients and industry events