18 days old

Associate II, Wine Division

Silicon Valley Bank
Napa, CA 94559
  • Job Code

Associate, Wine Division

The SVB Wine Division is an industry leader in financing both wineries and grape growers in California, Oregon and Washington. The 35 employees in the Division represent the largest group of finance professionals who are exclusively focused on the wine industry. Over the past twenty-five years, SVB has developed hundreds of relationships with premium wine companies and remains a well-respected advisor in the wine industry due to our deep focus on the industry and longstanding track record. SVB maintains its focus on the industry with four Wine Division offices located in Napa County (St. Helena and Napa City), Sonoma County (Santa Rosa.) and the Pacific Northwest (Portland, OR).

The Senior Associate role is a developmental position for a career path as a commercial banker with full relationship and portfolio management responsibilities. Associates assist lending teams in the analysis and underwriting of credits by spreading and analyzing financial statements, assessing business strengths and risks, and preparing written deliverables. They prepare routine underwriting documents for credit, facilitate the booking process, and assure credit files comply with SVB policies and procedures. Associates collaborate with Vice Presidents, engage clients directly, provide customer service, and help to resolve compliance related questions and inquiries. Additionally, they review financial information, collateral and other assets to assess portfolio risk and profitability. Associates receive dedicated and structured training from senior bankers, including underwriting, portfolio management, & sales strategy in addition to gaining wine industry specialization.

JOB LEVEL: Assists in the credit underwriting process and portfolio management for clients. Conducts due diligence on potential clients via spreading and analyzing financial statements. Assists in loan documentation and booking processes. Works with variety of products and divisions within Bank. Assists relationship leads with client inquiries and contributes to team loan growth and profitability.

JOB COMPLEXITY: Able to handle a variety of routine credit underwriting and documentation requirements. Reviews client noncompliance, past due status, and processes loan advances for assigned accounts. Contacts client to resolve routine compliance related questions.

SUPERVISION: Works under direction of the Managing Director, Vice President(s) and Senior Associate(s).


    • Bachelor's degree (required)
    • 1-2 years of experience with business analysis and accounting skills (preferred, but not required)
    • Course work or experience in accounting & finance with ability to interpret financial statements
    • Strong analytical and business writing skills
    • Experience with Microsoft Office, with emphasis on Excel spreadsheet proficiency
    • Interest/experience in the Premium Wine Industry (preferred)


    Posted: 2019-11-25 Expires: 2019-12-24
    Sponsored by:
    Farm Credit Services of America Logo
    Sponsored by:
    Bank of America Logo

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    Associate II, Wine Division

    Silicon Valley Bank
    Napa, CA 94559

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