Director of Syndications

About the Role:

United Leasing & Finance is seeking a Director of Syndication to originate, structure, and expand the company’s syndication function across both buy-side and sell-side activity. This individual contributor role owns the momentum of the syndications desk, builds productive source relationships, and drives transactions from opportunity through execution. The role is well suited for someone who takes initiative, moves decisively, and is comfortable balancing market-facing activity with deal structuring, internal coordination, and ongoing portfolio opportunities.

Core Responsibilities:

• Originate and drive buy-side and sell-side syndication transactions, including portfolio opportunities and individual applications, in line with annual business plan goals
• Build and maintain relationships with banks, independent lessors, insurance companies, and other capital providers to expand source networks and support transaction flow
• Structure transactions, coordinate underwriting package completion, and prepare deal write-ups, commitment letters, pricing recommendations, and related materials for internal review and approval
• Oversee sell-side offering materials and negotiate transaction terms that support portfolio objectives and business performance
• Partner with the President and internal leadership to identify transactions for sale, align pricing and structuring decisions, and support execution priorities
• Ensure required agreements and documentation are completed with appropriate legal and compliance support, including NDAs, master agreements, referral agreements, and related source documentation
• Maintain accurate pipeline visibility and syndication activity reporting using Salesforce, Aspire, and other internal tools
• Present business plan performance, market activity, pricing dynamics, and areas of opportunity or underperformance during quarterly reviews and ongoing leadership discussions
• Work cross-functionally with Compliance, Legal, Marketing, Credit, and executive leadership to support transaction execution, source development, and process improvement
• Contribute to continuous improvement efforts by updating desk procedures, strengthening workflows, and supporting quality-focused execution across the syndications function

Full-Time Employee Benefit Options Include:

• Health, Dental, & Vision Insurance
• 401(k) Retirement Savings Plan with Company Match, including Roth option
• Flexible Spending Accounts and/or Health Savings Accounts, including potential for company contributions based on annual health risk assessments
• Life and Accidental Death & Dismemberment Insurance
• Short- and Long-Term Disability Insurance
• Supplemental Voluntary Insurance Policies with options for Critical Illness, Hospital Indemnity, and Accidents
• Paid Time Off for Vacation, Sick, and Holidays
• Employee Assistance Program

------ The full, detailed formal job description is below for reference -----

PURPOSE OF JOB:

This individual contributor position is responsible for originating, structuring, growing, managing and leading United’s Syndication function with a focus on buy and sell side distribution of loan and lease syndications to various sources, including other independent lessors, banks, insurance companies, and others who navigate in the capital markets of finance.

JOB DUTIES:

1. Syndication Buy Desk

· Drive all syndication transactions including portfolios and one-off applications from approved sources.

· Achieve Buy Desk annual goals as defined with the President, United Leasing & Finance.

· Work with sources to complete underwriting packages or covenant requirements.

· Prepare and update Policies and Procedures and Desk Procedures for Buy Desk functions.

· Prepare transaction write-ups for presentation to the Credit Committee for consideration of approval and other documentation as required, including but not limited to:

· Preparation of commitment letters.

· Preparation and/or review of specifications and pricing for approval with President, United Leasing & Finance.

· Work with the Compliance Department to ensure all documentation is compliant with internal policies and requirements.

· Assist in completion of Master Agreements, Referral Agreements, or other required legal documentation.

2. Syndication Sell Desk

· Drive all sell side syndication transactions with sources as defined in the annual business plan.

· Prepare and update Policies and Procedures and Desk Procedures for Sell Desk functions.

· Oversee each sell side Offering Memorandum being presented for sale.

· Negotiate the best terms for selling transactions from our portfolio.

· Work collaboratively with the company President and internal leadership positions to identify transactions desired to sell from our portfolio.

3. Syndication Servicing

· Ensure non-disclosure agreements (NDAs) are executed by and between United Leasing, Inc. and all sources.

· Meet regularly as defined in your business plan with key relationships to monitor relationship growth.

· Oversee with legal assistance the execution of relationship documents with all sources, including but not limited to:

· Master Discounting Agreements

· Reviewing of sources documentation package to obtain approval from company President or CEO.

4. Syndication Reporting

· Maintain pipeline reporting for each source and combine to show all activity within the Syndications function.

· Fully utilize Salesforce and Aspire software to reflect the syndication flow of deals.

· Present business plan performance at each Quarterly Review to the President, EVP-CFO, and CEO to include the outlining of areas of non-performance and employees who are under plan achievement.

· As required, work with the Marketing department to manage deal marketing materials or other items required to penetrate and grow our source networks.

· Track market trends, pricing dynamics, and competitive behaviors, and share with the company President to assist in syndication pricing and structuring.

5. General

· Ensure prompt and regular attendance.

· Perform other appropriate duties as may be assigned by Management.

· Travel as business needs may require.

6. Quality & Continuous Improvement

· Personally commit to quality in all aspects of work.

· Provide “World Class Customer Service” for internal and external customers.

· Participate in and promote the established Quality Improvement Process (QIP) for continuous improvement.

· Participate on teams to research, measure, and correct problems and to strive for process improvement.

· Communicate and exemplify the Company’s Mission Statement, Vision Statement, Values, and Philosophy.

· Attend at least ten (10) credit hours of training each calendar year to continue development of work-related skills.

QUALIFICATIONS:

1. Education:

· Bachelor’s degree in Finance, Economics, or a related field is minimally expected OR a combination of both a high school diploma with 10+ years of relevant syndications experience.

· MBA or CFA is preferred.

2. Experience:

· 7+ years of experience in loan syndications, capital markets, structured finance, or leveraged finance, preferably within a non-bank lender or middle-market finance environment.

· Proven track record of executing syndicated transactions and raising capital from institutional investors.

3. Other Knowledge, Skills, Abilities & Competencies:

· Strong understanding of credit markets, loan documentation, and deal structuring.

· Excellent communication, presentation, and relationship management skills.

· Self-motivated with an entrepreneurial drive and ability to thrive in a fast-paced, growing organization.

· Demonstrate proactive approaches and strategic execution abilities.

· Demonstrate initiative to growing the business.

· Strong problem-solving skills.

· Ability to quickly pivot and adapt to unexpected changes.

· Demonstrate sound decision making and judgement.

· Exceptional prioritization and project management skills.

· Ensure active participation, engagement, and enjoy being part of the process.

· Maintain confidentiality.

This does not necessarily list all responsibilities, duties, requirements, or efforts associated with the job. While this list is intended to be an accurate reflection of the job, the company reserves the right to review and modify as circumstances or business needs require.

Required Skills & Abilities:

• Strong ability to take ownership of a specialized business function and move transactions forward with initiative and sound judgment
• Confidence navigating external relationships, internal stakeholders, and transaction negotiations in a market-facing finance environment
• Comfort working at a brisk pace, shifting between opportunities, and responding to changing deal conditions or market developments
• Strong understanding of credit markets, loan and lease documentation, covenant requirements, and transaction structuring
• Ability to translate complex deal information into clear recommendations, presentations, and written materials for executive and committee review
• Effective project and pipeline management skills, with the ability to keep multiple transactions progressing simultaneously
• Practical approach to problem-solving, decision-making, and prioritization in a growing organization
• Commitment to confidentiality, quality, and responsive service for internal and external partners

Other Requirements:

• Bachelor’s degree in Finance, Economics, or a related field required, or a high school diploma combined with 10+ years of relevant syndications experience
• MBA or CFA preferred
• 7+ years of experience in loan syndications, capital markets, structured finance, or leveraged finance, ideally within a non-bank lender or middle-market finance environment
• Demonstrated success executing syndicated transactions and raising capital from institutional investors
• Ability to travel as business needs require