Syndication Team Lead

The Syndication Team Leader (Equipment Finance) is a new role within the Capital Markets Organization. This role will work in close partnership with the Kapitus Equipment Finance (KEF) Operations and Sales teams to operate and lead the syndication desk handling the exposure overflow for customer’s funded internally and customer requests outside balance sheet risk appetite. The KEF Operations team’s collective responsibilities encompass submissions, vendor evaluation, syndications and balance sheet lending. Application volume originates from 4 sales channels (Vendor, Customer, Direct Sales and ISO Referral) and processed efficiently/accurately while operating within a risk framework.

The syndication desk exists to maximize lending opportunities with relationship vendor application flow and returning existing customers through strategic transaction placement. Syndication submissions to sources are currently handled through email and portals, although the new processing system in development is expected to have API links to automate the submission function. As approvals are secured and sales closes the financing, the Doc Funding team is available to assist with the documentation and funding process with sources to return focus to securing approvals.

All Capital Markets and KEF Operations team member responsibilities will include an emphasis on internal processes and procedures ranging from partner evaluation to documentation and funding. Operations will continually strive to support origination efforts by producing quality work in a fast-paced environment and adhering to Kapitus risk policies and best practices.

What You Will Do:

• Player coach with primary role working directly with funding sources.
• Analyze transactions for off balance sheet placement with various sources.
• Maintain a comprehensive understanding of funding source evaluation and documentation guidelines.
• Collaborate with sales to develop transactions and further with source evaluation teams to effectively present transactions for consideration.
• Sales acumen is encouraged while representing the KEF brand with responsible lending practices and transparency to deepen trust with funding partners.
• Work closely with the KEF operations team to ensure opportunities are not overlooked following successful development or meaningful structure.
• Ensuring service levels are maintained in a compliant and efficient manner
• Participate in the hiring process for future syndication analysts and assist with evaluation of syndication desk team members

What We’re Looking For:

• Bachelor’s degree and/or comparable experience preferred
• 5+ years of syndication lending experience
• Existing relationships in place with current KEF syndication sources.
• Well versed with business/personal credit reports and tools.
• Operational professional team player with sales acumen.
• Communicates decisions effectively verbally and written
• Self-starter with ability to multi-task in a fast-paced environment
• Extensive industry knowledge of industries, assets and credit.
• Efficient planning, organization and time management skills
• Proficient in Microsoft Excel, Word, PowerPoint and Outlook and CRM
• Smart, hard-working individual who wants to be an integral part of a growing equipment finance division

Kapitus Total Rewards Package Includes: 

• Competitive Base Salary Range of $78,900-$118,300. Kapitus is providing this as a good faith salary range to comply with applicable law. The applicant’s final salary will depend on a number of factors including the candidate’s geographic location, skills, and experience.

• Annual Incentive Compensation Eligibility – up to 10%
• Health Insurance: We offer comprehensive medical, dental, and employer-paid vision plans through UnitedHealthcare (UHC), with various coverage levels available to meet the needs of our employees and their families.
• 100% Company Paid Insurances: Kapitus fully covers the cost of basic short-term and long-term disability insurance, as well as vision insurance, ensuring our employees have comprehensive protection without any personal expense.
• Voluntary Insurance: Supplemental life insurance as well as enhanced short- and long-term disability coverage are available through Mutual of Omaha, providing additional security for our employees. Additionally, Colonial Accident and Hospitalization insurances are also available, offering further protection against unforeseen events.
• Paid Maternity and Parental Leave: Beyond state-mandated leave policies, Kapitus provides company-paid maternity and parental leave, supporting our employees during important family milestones.
• LifeBalance Program: Enhance your lifestyle with our LifeBalance membership, which offers discounts on outdoor activities, the arts, health, and fitness. Additional benefits include:
  • Pet and car insurance discounts.
  • Financial services such as LegalShield.
  • Relaxation and stress management tools, including a fully covered annual subscription to The Calm App.
• Plum Benefits Discount Program: Access exclusive discounts on shows, travel, car rentals, and more, enriching your personal and family life.
• Tuition Reimbursement: Pursue further education with up to $5,000 annually in tuition reimbursement, plus opportunities to attend relevant conferences and career development events.
• Transit Reimbursement: We also offer transit reimbursement for all work-related travel, supporting your involvement in career and personal development activities.
• Paid Time Off: Employees enjoy 120 Hours of Paid Time Off and can rollover up to 40 Hours to the following year, in addition employees receive 56 hours of Sick Time annually. Unused sick time does not expire; instead, it accumulates in a special accrual bank that never expires and can be utilized for FMLA needs or other approved leaves.
• Retirement Benefits: Our 401K plan is managed through Fidelity, featuring a 25% match on employee contributions, helping you plan for a secure financial future.

About Kapitus:

Kapitus is one of the most reliable and respected names in small business financing. As both a direct lender and a marketplace built with a trusted network of lending partners, we can provide small businesses with the financing they need when, and how it is needed.

We have spent our entire existence building a culture that makes us excited to come to work in the morning. Our company is fast paced, teammates need to be self-directed and have an internal motivation to do the right thing, even when the right thing takes a lot of hard work.  

We show our teammates our appreciation by offering great benefits, competitive pay and solid opportunity for growth.

Company Mission:

At Kapitus, our mission is to help small business owners grow their organizations by providing tailored, transparent, and ethical financing solutions. We invest in every business owner’s story and we are dedicated to building lasting relationships to champion their goals. We promise to keep the best interests of our clients at the center of the financing process by operating with transparency, fairness, and integrity.