Director of Syndications in Alpharetta, GA at LeasePlan

Date Posted: 10/2/2018

Job Snapshot

Job Description


The purpose of this role is to manage the syndication of new truck and equipment leases to various financial institutions; as well as serve as the relationship manager for the multiple funding sources. 


•         Manage the syndication process including; researching market intel, reviewing recent deals closed and identifying potential funding sources (banks/financial Institutions).  Analyze Available for Sale reports to identify and market syndication opportunities to funding sources.

•         Serve as point of contact for funding sources during and after syndication process. Maintain relationships with each institution and keep an internal database of all participating financial institutions.  Develop solid working relationships and communicate and resolve potential problems that could jeopardize funder relationships and goodwill.

•         Use pricing software to price leases for syndication.  Will be involved in negotiations regarding rates and fees with funding sources.

•         Draft offering memoranda (term sheets), proposals, and financial presentations detailing client and transaction-related fundamental information including merits, risks, and risk mitigation.  Keep active templates for marketing materials and offering memorandums with current information on both LeasePlan and the market.

•         Maintain and manage database of all syndications to track investors, structures, pricing, trends and other important information. Manage reports for submission to senior management.

•         New business development.  Initiate contact with potential new investors.

•         Work closely with sales originations team regarding current syndications, client updates and future business. Support origination sales team on prospective syndicated loan deals and assist in reviewing new lead opportunities.

•         Work closely with Contract Administrators to provide adequate information regarding documentation of sale packages. 

•         Manage the planning, management of, and track details for investor meetings and related events.

•         Fully understand all LeasePlan USA leasing products (TRAC, split TRAC, FMV, First Amendment, Capitalized) for each structure including accounting, pricing, credit, structuring, legal terms and conditions, and asset management implications.

•         Remain current on equipment market data; trucks, trailers, MHE, etc.

•         Maintain good channels of communication with all business units and provide constructive guidance.

•         Continually automate and improve processes to more efficiently and effectively fund transactions.

•         Some travel required to funding source locations to maintain goodwill and work to streamline processes.  ELFA conferences 1-2 times per year.


Commits to organizational goals and objectives

Demonstrates open, effective communication and teamwork

Customer Focused

Acts with integrity and professionalism

Works to maintain quality standards


Strong analytical skills

Excellent written and verbal skills

Proficient in the use of Excel, Power Point, and other tools necessary to effectively complete the job requirements.

Strong work ethic

Team player

Ability to independently problem solve


Education:            Bachelor’s degree in Business, Finance, Economics, or similar field is required.

Experience:        Minimum 3 years leasing syndication experience required.

Knowledge of trucking and various general equipment type assets preferred.

Skills :                Good working knowledge of lease documentation required.

Proficiency with pricing software required.

Strong sales skills, verbal and written communication skills required.


  1. Business Manager Jobs
  2. Finance Manager Jobs

Not ready to apply?

Joining our talent network will enhance your job search and application process. Whether you choose to apply or just leave your information, we look forward to staying connected with you.