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Open nowFirst seen 8 hours ago

Specialty & Syndicated Portfolio Associate

EverBank15 open roles

Where
Charlotte, NC, USA
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Your applicationOpen nowSpecialty & Syndicated Portfolio AssociateEverBank · Charlotte, NC, USA

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The clock on this job

Early applications get read.

12.8% of postings close within 7 days. Measured by our own scanner across the market. EverBank postings stay open a median of 3 days.

Share of postings closed within
  1. 2.2%1 day
  2. 4.5%3 days
  3. 12.8%7 days
  4. 20.6%14 days
  5. 35.6%30 days
  6. 58.4%60 days
This job: first seen 8 hours ago

EverBank median: 3 days open

The posting

The Specialty and Syndicated Portfolio Associate manages portfolio administration activities for complex lending relationships. Interprets transaction structures, operationalizes deal terms, administers covenant frameworks, and serves as a key coordination point among stakeholders to ensure accurate execution and ongoing portfolio management.

Key Responsibilities and Duties

  • Owns execution and ongoing portfolio management activities for assigned relationships.
  • Interprets and operationalizes complex deal structures across systems, processes, and workflows.
  • Manages covenant frameworks, including monitoring, reporting, compliance tracking, and exception management.
  • Partners directly with Production, Credit, Legal, Risk, and Servicing teams to ensure accurate execution.
  • Supports regulatory and compliance requirements related to structured transactions.
  • Identifies risks, inconsistencies, and structural concerns and drives resolution.
  • Serves as a subject matter resource for complex portfolio administration activities.

Minimum Qualifications

  • Strong attention to detail with the ability to manage large datasets and reporting processes.
  • Proven stakeholder management experience, including the ability to communicate complex information clearly.
  • Advanced Excel proficiency with the ability to analyze data, create reports, and identify trends.

Preferred Qualifications

  • Experience analyzing structured finance, asset-based lending, lender finance, or commercial credit products.
  • Strong financial analysis and data management skills.
  • Understanding of borrowing base mechanics, collateral monitoring, and credit facility structures.
  • Experience working with Snowflake and utilizing data warehouse environments for reporting and analytics.

Role Specific Work Experience

  • 3+ Years Required; 5+ Years Preferred

Educational Requirements

  • University (Degree) Preferred

Physical Requirements

  • Physical Requirements: Sedentary Work

Career Level 7IC

  • Manage ongoing portfolio monitoring for asset-based lending and structured finance transactions.
  • Analyze collateral performance, borrowing base compliance, concentration limits, and covenant adherence across multiple credit facilities.
  • Prepare ad hoc and recurring reporting for senior management, investors, lenders, and internal stakeholders.
  • Assist with transaction onboarding and the ongoing maintenance of existing credit facilities.
  • Develop and maintain reporting dashboards, workflow tools, and portfolio analytics.
  • Coordinate with underwriting, risk management, operations, and treasury teams to support portfolio management activities.
  • Analyze trends in collateral performance and portfolio risk to identify emerging issues and recommend solutions.
  • Participate in process improvement initiatives focused on automation, data governance, and reporting efficiency.

Posting End Date: 11/2/26

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