MD, Commercial Loan Syndications
Texas Capital Bank · Dallas
Texas Capital is built to help businesses and their leaders. Our depth of knowledge and expertise allows us to bring the best of the big firms at a scale that works for our clients, with highly experienced bankers who truly invest in people’s success — today and tomorrow.
While we are rooted in core financial products, we are differentiated by our approach. Our bankers are seasoned financial experts who possess deep experience across a multitude of industries. Equally important, they bring commitment — investing the time and resources to understand our clients’ immediate needs, identify market opportunities and meet long-term objectives. At Texas Capital, we do more than build business success. We build long-lasting relationships.
Texas Capital provides a variety of benefits to colleagues, including health insurance coverage, wellness program, fertility and family building aids, life and disability insurance, retirement savings plans with a generous 401K match, paid leave programs, paid holidays, and paid time off (PTO).
Headquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital was recently named Best Regional Bank in 2024 by Bankrate and was named to The Dallas Morning News’ Dallas-Fort Worth metroplex Top Workplaces 2023 and GoBankingRate’s 2023 list of Best Regional Banks. For more information about joining our team, please visit us at www.texascapitalbank.com.
Overview:
Led by a team of experienced professionals, the group serves as lead arranger and administrative agent in the structuring and distribution of syndicated credit facilities. Loan Syndications provides customized structuring ideas and meaningful market color tailored to the specific financing requirements of our clients and prospects on a best-efforts and fully underwritten basis. The team can structure transactions on either a cash flow multiple/enterprise value or asset-covered basis across a multitude of sectors and leverage thresholds. Loan Syndications partners closely with Middle Market Private Credit and Leveraged Finance to pitch complex debt structures including unitranche facilities, first-lien/junior-lien facilities, mezzanine debt, institutional Term Loan B and high yield bonds.
Executive Directors are responsible for new deal origination and the execution of all live mandates. This includes the generation of meaningful, tailored client solutions which fit within an appropriate credit and market framework. Executive Directors are expected to work directly with coverage bankers to identify a reasonable addressable market and hold themselves and the firm accountable to driving client increasingly relevant dialogue.
Responsibilities:
Provide concise direction with respect to client materials to be generated by the team’s junior resources
Manage client and sponsor communications, servicing as the primary point of contact through the pitch, mandate, marketing and closing stages
Partner with coverage bankers to develop and execute calling strategies
Work directly with clients to coordinate business and financial due diligence to address internal credit questions
Lead required desk teach-ins as part of a consistent partnership with syndicate and sales & trading
Evaluate corporate capitalization and debt maturities to develop recommendations on structure and timing
Oversee and comment on all marketing materials, confidential information memoranda, management presentations, and other presentations as needed
Lead legal calls pertaining to the drafting of engagement papers, commitment documents and credit agreements
Communicate effectively with all members of the team, including the supervision, mentoring and development of analysts and associates
The environment at Texas Capital Securities is both collegial and entrepreneurial. Teamwork is essential to the firm’s success. At the same time, creativity and new ideas are encouraged. Associates are given substantial responsibility and are encouraged to help generate business.
Basic Qualifications:
Advanced knowledge of accounting and finance
Strong analytical/technical and qualitative abilities
Strong financial and computer skills (Excel, Word, and PowerPoint)
Excellent verbal and written communication skills
Undergraduate degree
10+ years of Investment Banking experience
Preferred Qualifications:
MBA, CPA, CFA or other professional designations preferred but not required
FINRA Series 79 and 63 licenses preferred; If unlicensed, registration must be completed within a designated period following the date of hire
Ability to develop and maintain strong relationships with internal partners and external clients Excellent public speaking and presentation skills
Ability to work in a fast-paced environment managing multiple project deliverables simultaneously
The duties listed above are the essential functions, or fundamental duties within the job classification. The essential functions of individual positions within the classification may differ. Texas Capital Bank may assign reasonably related additional duties to individual employees consistent with standard departmental policy.Texas Capital is an Equal Opportunity Employer.