SMBC Syndication Support Specialist in New York, New York


This role will support the sales and marketing activities of Director of the Syndication business at SMFL. Support needs depend on several factors including the travel schedule of the marketing team as well as the program and customer requirements for processing business. A good sales support person will make the marketing team more productive from a New Business Volume perspective and will also improve customer service.


Entering new party records and quotes into Sungard AAF (lease management) system. Entering data into the SMBC KYC system when a new transaction is originated.

Assisting in the preparation of a 2-3 page write-up and other necessary internal forms for each credit application. This assistance may involve calling the Syndication source to resolve outstanding questions or to assist the Director of Syndications in obtaining financial information, company formation/articles of incorporation documents, equipment information and any other materials needed to underwrite the transaction.

Coordinate with SMFL Asset Management to obtain desktop appraisals and preparing loan to value analysis for incorporation into the credit application.

Coordinate with the Accounting team to fund the transaction. Prepare the list of the transaction in the portfolio with the brief detail of the transactions for Accounting team. Need to prepare the funding package for the Management approval and the Accounting team to approve to release the fund.

Coordinate with Documentation during the closing process to ensure receipt of appropriate transaction documents and to resolve any issues in accordance with SMFL policies and procedures. Request customer documents and follow up directly with Syndication sources for executed documents when necessary.

Work directly with SMFL senior management as it relates to communication of business flow and details, and other Syndication business development opportunities.


Bachelors Required, Should have 1-2 years of experience in a financial services environment. Asset finance or leasing experience a plus. Proficient in use of TValue, HP 12B or similar calculator for making lease and loan calculations.

Ability to work quickly in a detailed oriented environment by ensuring that all outputs and applicable processes are complete and accurate.

Ability to communicate (written and oral) effectively and professionally to internal and external customers.

Proficiency with our core systems (Sungard Lease Management system, TValue, White-Clark system, plus Microsoft Suite including Excel). 


Job Locations US - NY - New York

Career Category Sales

Position ID 2017-0188

Corporate Title N/A

Posting Date 4/3/2017

Type Full-Time