Specialty & Syndicated Portfolio Associate

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.

• 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.

• 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.

• 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.

• 3+ Years Required; 5+ Years Preferred

• University (Degree) Preferred

• 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.

EverBank, N.A. is committed to the well-being of its associates. That's why we offer a comprehensive Total Rewards package commensurate with the position and job-related qualifications, skills and knowledge. The Company's comprehensive Total Rewards package provides choice and flexibility and respects differences. The following benefits are available through the Company:

• Medical, dental, vision & HSA/FSA
• 401(k) savings
• Paid holidays & generous PTO
• Additional wellness & voluntary benefits

• Tuition reimbursement
• Commuter Benefits
• Life and Disability Insurance

$125,600 - $169,900

This job description is not intended to be a comprehensive list of duties, responsibilities or activities that are required to perform this job. Duties, responsibilities and activities may change without notice.

EverBank, N.A. is a nationwide specialty bank providing high-value products and services to consumer and commercial clients nationwide. As a pioneer in online banking, we offer convenient digital access for clients 24/7, in addition to phone banking services and a network of financial centers.

The Company's commitment is to deliver to our clients high-performing, high-yield solutions backed by exceptional service, always giving them the advantage they expect, to make the most of their money.

VEVRAA Federal Contractor

Member FDIC