When you work with the world's most innovative companies, you know you're making a difference.
Our clients are the game changers, leaders and investors who fuel the global innovation economy. They're the businesses behind the next energy and healthcare breakthroughs, and the visionaries whose new technologies could transform the way people live and work.
They come to SVB for our expertise, deep network and 30+ years of experience in the industries we serve, and to partner with passionate, enterprising SVBers, dedicated to helping them grow and succeed at every stage of their business.
Join the SVB team and help bring our clients' world-changing ideas to life.
The SVB Private Bank serves the needs of individuals who are part of the Innovation sector of the U. S economy. This includes venture capital and private equity professionals as well as C-level executives from all the businesses Silicon Valley Bank serves nationwide. SVB is uniquely positioned with access to the key players in the industry. We seek to help streamline their lives with a strong product set, intense knowledge of their industries, capable & caring bankers and a high level of customer service.
The candidate will play a critical role in the success of the Private Banking Team. The ideal candidate will take ownership of their assigned tasks while striving to go beyond their basic job responsibilities for the benefit of the entire SVB platform/shareholders/clients.
Major responsibilities of the position are:
Provide credit underwriting support to teams by assisting in underwriting credit proposals and analyzing personal financial statements/tax returns with a high appreciation for attention to detail. Develop knowledge that will allow effective basic underwriting skills for high net worth individuals who are synergistic to our business models.
Effectively manage loan documentation process by facilitating the loan credit documentation and booking process
Ensure compliance with regulatory and lending parameters.
Interact with all sectors of SVB with emphases toward the SVB venture capital related banking teams.
Assure credit files comply with SVB policies and procedures; assure high quality of service to existing accounts.
Strive for proficiency in understanding all of the Bank products and services.
Manage a variety of analytical report requests and compliance mandates.
Oversee CRM maintenance/completion
Works under direction of the Private Banking Head of Underwriting and Portfolio Management
Requirements and desired experience:
1-3 years relevant work experience in related finance or banking fields
Basic credit analysis, accounting, math and comprehension of macroeconomic principals - Bachelor's degree and/or equivalent experience
Desire to be an ongoing contributing asset to our clients and shareholders
Completion of relevant credit training will be a requirement after the candidate is hired (Buker personal tax analysis class and Commercial Banking Overview
Omega or similar commercial bank training)
Internal Number: 6035768
About Silicon Valley Bank
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