Objectives of the position:
The Strategic Capital Group (StratCap) group originates and manages junior debt instruments for the Bank's top performing companies. This individual will lead the due diligence process and deal structuring process. Partners with the Credit Solutions (CS) and the Relationship Management Team for the delivery and negotiation of junior or junior and senior debt package. Jointly owns the underwriting, approval and closing process with CS. Responsible for proactive portfolio management, including maintaining credit quality and profitability targets. Remains abreast of market, sector and competitive trends. Engages and builds relationships with key client stakeholders to remain well-informed, and able to respond to changing circumstances while appropriately balancing client and SVB needs. Develops and delivers insights and points of view on loan types and credit/performance trends in sectors/sub-sectors.
Job Skill Level:
A MD on the StratCap team is accountable for managing some of the lending professionals on the team who are responsible for structuring, underwriting, closing junior loans across various industry sectors and perhaps geographic regions. Provides guidance and oversight for the credits in their portfolio and pipeline. Actively assists more junior team members efforts in structuring, underwriting, closing and manging more complex new business or expanding opportunities within the existing portfolio. Recruits and interviews staff. Makes hiring recommendations. Potentially sets goals and manages workload for Associates on the team, or the ADP support . Responsible for developing skills and expertise across industry verticals. Participates in the development and delivery of insights on loan types and industry trends in sectors/sub-sectors. Engages actively with partners in Relationship Banking, Credit Solutions, Credit Administration and others to ensure alignment of approach, alignment on credit appetite, and innovation of solutions Serves as an ambassador the Team and attends Bank events as appropriate
Job Complexity:
Highly skilled at structuring, negotiating, closing and managing the most complex financing solutions to meet client needs. Exercises judgment and authority prudently and with proper balance for the best interests of the clients and SVB. In addition to handling the approval process internally, this individual will be responsible for the presentation and approval with our partners, primarily West River Group. Ensures that resources are properly deployed for optimal outcomes in both pipeline and portfolio. Engages as SME and trusted partner / expert with key stakeholders (internally and externally). Ensures alignment of cross-functional teams to deliver for the client while maintaining strong, collaborative relationships with one another. Potentially manages a team of Directors, VP's and Associates.
Primary Duties:
Oversees the structuring, underwriting closing of credit solutions for team's assigned sector / market / portfolio. This includes allocation of the right resources and providing expert guidance across the business as well as direct engagement as appropriate in opportunities.
Oversees portfolio management for team's assigned portfolio / market / sector. This includes allocation of resources, maintaining credit quality and profitability targets, direct engagement in situations including serving as an ambassador of SVB Tech Banking as appropriate.
Manages a team of VP's and Associates, providing oversight and guidance, managing workload for the team, driving skills and career development for individuals, ensuring the development and retention of top talent, and delivering on scalability initiatives.
Leadership and expertise. Remains abreast of market, sector and competitive trends, developing and delivering insights and points of view on loan types and credit / performance trends as well as opportunities to innovate on our solutions. Builds and maintains strong alignment amongst Relationship Management, Credit Administration, Credit Solutions for approaches to credit within stages and sectors. Fosters strong relationships across entire horizontal team to optimize outcomes and scalability.
Education/Qualifications/Certifications/Licensing:
10 or more years of related experience. Skilled leader, communicator, expert at credit and ability to negotiate and close business. Skilled at proactively managing large and complex portfolio of borrowing relationships. Ability to manage, develop and retain talent. EDUCATION: Bachelor's degree or equivalent re la ted experience.
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Qualifications
Objectives of the position:
The Strategic Capital Group (StratCap) group originates and manages junior debt instruments for the Bank's top performing companies. This individual will lead the due diligence process and deal structuring process. Partners with the Credit Solutions (CS) and the Relationship Management Team for the delivery and negotiation of junior or junior and senior debt package. Jointly owns the underwriting, approval and closing process with CS. Responsible for proactive portfolio management, including maintaining credit quality and profitability targets. Remains abreast of market, sector and competitive trends. Engages and builds relationships with key client stakeholders to remain well-informed, and able to respond to changing circumstances while appropriately balancing client and SVB needs. Develops and delivers insights and points of view on loan types and credit/performance trends in sectors/sub-sectors.
Job Skill Level:
A MD on the StratCap team is accountable for managing some of the lending professionals on the team who are responsible for structuring, underwriting, closing junior loans across various industry sectors and perhaps geographic regions. Provides guidance and oversight for the credits in their portfolio and pipeline. Actively assists more junior team members efforts in structuring, underwriting, closing and manging more complex new business or expanding opportunities within the existing portfolio. Recruits and interviews staff. Makes hiring recommendations. Potentially sets goals and manages workload for Associates on the team, or the ADP support . Responsible for developing skills and expertise across industry verticals. Participates in the development and delivery of insights on loan types and industry trends in sectors/sub-sectors. Engages actively with partners in Relationship Banking, Credit Solutions, Credit Administration and others to ensure alignment of approach, alignment on credit appetite, and innovation of solutions Serves as an ambassador the Team and attends Bank events as appropriate
Job Complexity:
Highly skilled at structuring, negotiating, closing and managing the most complex financing solutions to meet client needs. Exercises judgment and authority prudently and with proper balance for the best interests of the clients and SVB. In addition to handling the approval process internally, this individual will be responsible for the presentation and approval with our partners, primarily West River Group. Ensures that resources are properly deployed for optimal outcomes in both pipeline and portfolio. Engages as SME and trusted partner / expert with key stakeholders (internally and externally). Ensures alignment of cross-functional teams to deliver for the client while maintaining strong, collaborative relationships with one another. Potentially manages a team of Directors, VP's and Associates.
Primary Duties:
Oversees the structuring, underwriting closing of credit solutions for team's assigned sector / market / portfolio. This includes allocation of the right resources and providing expert guidance across the business as well as direct engagement as appropriate in opportunities.
Oversees portfolio management for team's assigned portfolio / market / sector. This includes allocation of resources, maintaining credit quality and profitability targets, direct engagement in situations including serving as an ambassador of SVB Tech Banking as appropriate.
Manages a team of VP's and Associates, providing oversight and guidance, managing workload for the team, driving skills and career development for individuals, ensuring the development and retention of top talent, and delivering on scalability initiatives.
Leadership and expertise. Remains abreast of market, sector and competitive trends, developing and delivering insights and points of view on loan types and credit / performance trends as well as opportunities to innovate on our solutions. Builds and maintains strong alignment amongst Relationship Management, Credit Administration, Credit Solutions for approaches to credit within stages and sectors. Fosters strong relationships across entire horizontal team to optimize outcomes and scalability.
Education/Qualifications/Certifications/Licensing:
10 or more years of related experience. Skilled leader, communicator, expert at credit and ability to negotiate and close business. Skilled at proactively managing large and complex portfolio of borrowing relationships. Ability to manage, develop and retain talent. EDUCATION: Bachelor's degree or equivalent related experience.
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