SMBC Group

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Syndication and Business Development Support Analyst

Syndication and Business Development Support Analyst

Job Locations 
US-NY-New York
Career Category 
Leasing & Finance
Position ID 
Corporate Title 
Posting Date 

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This position is responsible for originating new business volume by soliciting and supporting transactions from various sources including direct customer, vendors, dealers, manufacturers and syndication sources including, bank owned equipment finance companies and captive and independent equipment finance company relationships active in the equipment leasing industry in the United States. Mainly managing existing relationships by delivering on and exceeding source expectations throughout and after the transaction cycle, and by resolving any issues timely.

This role will also support the sales and marketing activities of Syndication & Business Development Group at SMFL. Support needs depend on several factors including spreading financials, pre-screening deals, preparing credit write-up for deals over $500K and fulfilling customer requirements for processing business. You would be assigned some of existing partners.



  • Interface with existing partners for small ticket deals and mid-large ticket deals in order to maintain or increase business volume by providing excellent level of service.
  • Identify new sales opportunities from existing partners and potential deal sources via email or phone call.
  • Preparing proposals for identified opportunities from partners. The process includes entering new party records, calculating and entering quotes into Sungard AAF (lease management) system.  Entering data into the SMBC KYC system when a new transaction is originated. 
  • Preparing credit write-up for deal over $500K and other necessary internal forms for each credit application. These duties include calling the source to resolve outstanding questions or to assist other team members 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 transactions in the portfolio with the brief detail of the transactions for Accounting team.   Prepare the funding package for  Management approval and the Accounting team for  approval to release the funds.  
  • Coordinate with Documentation during the closing process to ensure receipt of appropriate transaction documents and  resolve any issues in accordance with SMFL policies and procedures.   Request customer documents and follow up directly with sources for executed documents when necessary.
  • Prepare and submit credit application along with supporting documents to Credit team for small ticket deals. The process includes pull and pre-screen PAYNET report, D&B report and FICO report. The process also includes calling our partners to resolve outstanding credit issues or questions.
  • Work directly with SMFL senior management as it relates to communication of business flow and details, and other Syndication & Business Development opportunities.


  • Candidate should have 3+ years capital markets or vendor financing experience within the equipment leasing industry and a 3+ year career in the industry. Good track-record of meeting and exceeding sales targets in previous roles.
  • Ability to develop new relationships. 
  • Strong credit and underwriting skills with a deep understanding of financial statement analysis and interpretation of the same.
  • Strong familiarity with industry pricing models such as Super Trump, T-Value and Excel spreadsheet. 
  • Extensive knowledge of financing products including, small and mid ticket leases, loans and other banking/equipment financing services products including tax leases, synthetic leases and insurance etc. 
  • Strong understanding and deep experience of syndication, equipment leasing and loan documentation to facilitate and lead closing and document negotiations. 
  • Strong negotiation skills. 
  • Strong interpersonal skills and a positive and team oriented approach to achieving goals and contributing to the company.
  • Bachelors Required, Should have 3-5 years of experience in a financial services environment. 5 years Asset finance or leasing experience is 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, plus Microsoft Suite including Excel).
  • Ability to travel up to 20% of the time.