19 days old

Vice President I, Corp Banking Credit Solutions

Silicon Valley Bank
Palo Alto, CA 94301
  • Job Code
    8385

Corporate Banking Credit Solutions (CBCS) focuses on late stage companies within SVB's portfolio of businesses. Primary responsibilities include structuring, underwriting, executing, and negotiating transactions with a secondary focus on client coverage and portfolio management. The ideal candidate will be able to execute transactions from initial data receipt to document negotiation and loan closing with assistance from associates and limited guidance from Directors/MDs. The team provides creative late stage and leveraged capital solutions to Corporate Banking clients in the technology sector.

Essential Functions

Underwriting; Process Management

  • Debt process management - manage corporate and leveraged transaction processes from new opportunity introduction from Director/MD to loan closing;
  • Due Diligence - review target company provided / publicly available materials, including historical financials, management presentations, CIMs, and 3 rd party materials; assist associates with generating diligence request lists to cover questions arising from review of materials while identifying gaps in provided information;
  • Credit Memorandums - create credit memorandums to drive credit approval for new opportunities;
  • Review financial models from associates to ensure accuracy with company projections;
  • Present new opportunities to loan committee;
  • Prepare loan packages for approvals, including utilization of existing bank systems;
  • Assist in document negotiation;
  • Utilizes analysis and independent judgment to generate recommendations to Directors/MDs;
  • Drive coordination / execution with Syndications and Relationship Management partners;
  • Oversee the loan closing process.

Reporting/Portfolio Management

  • Act as primary lending liaison for portfolio companies;
  • Work with associates to ensure timely and accurate reporting from portfolio companies;
  • Manage any amendment/waiver processes for portfolio companies ;
  • Research and analyze information as directed;
  • Oversee portfolio database as well as quarter portfolio review/analysis.

External / Other Responsibilities

  • Coordination with RM partners to develop materials required to evaluate, pitch and execute debt opportunities;
  • Participation on diligence calls with prospects and portfolio companies. Takes notes on material updates and opportunities;
  • Mentor the associate staff.

Decisions

  • Utilizes moderate decision making and independent judgement in negotiations and building relationships. Influences and drive decisions;
  • Exercises judgment and authority prudently and with proper balance for the best interests of the clients and SVB;

Recommendations

  • Recommends structuring and underwriting points on new opportunities as well as decisions related to portfolio and risk management of the existing portfolio with guidance from senior team members.

Knowledge

  • Beginning/Intermediate late stage lending & leveraged finance knowledge, negotiating experience and marketing skills with an ability to build and close new relationships with minimal assistance.

Skills

  • Work h ighly proficient at researching information and gathering pertinent items to identify trends / anomalies.
  • Extremely adept at understanding and interpreting requests.
  • Strong understanding of financial accounting with financial modeling experience.
  • Strong organization and attention to details ensuring all documentation is complete and accurate.
  • Proven ability / highly skilled at developing strong positive relationships with external clients / internal partners.
  • Excellent communication skills capable of explaining information in a clear and concise manner and adapting delivery depending on the audience and influencing decisions in the best interest of the client.
  • Professional, thorough and organized with strong follow-up skills.
  • Excels in a team environment and proactively collaborates and acts as a leader with others to serve clients.
  • Demonstrates initiative, a commitment to continuous learning, and the ability to adapt to changing demands and requirements.
  • Responds positively and quickly to constructive feedback.

Competencies

  • Intuitiveness
  • Analytical Ability/Fluency with Numbers
  • Critical thinking
  • Time management
  • Prioritization
  • Driven/Self-Motivated
  • Collaborative
  • Accountability

Required Education and Experience

  • 5 years of experience in either a leveraged finance, investment banking, or technology commercial banking/finance role.
  • Bachelor's or equivalent required. MBA preferred but not required.

Preferred Education and Experience
  • 5 years of experience in either a leveraged finance, investment banking, or technology commercial banking/finance role.
  • Bachelor's or equivalent required. MBA preferred but not required.

Certifications

No Certifications are required

Travel

Moderate travel is expected for this position; events; trainings; or bank meetings may require offsite work.





Posted: 2021-02-09 Expires: 2021-03-10
Sponsored by:
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Sponsored by:
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Vice President I, Corp Banking Credit Solutions

Silicon Valley Bank
Palo Alto, CA 94301

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