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Associates manage a wide range of activities for the team including Strategic Capital Group ("StratCap") reporting, portfolio management, special project and new deal underwriting. Able to engineer straight forward solutions to deal opportunities. Interacts with clients, teams, referrals and prospects usually with the support of another team member or with someone from Credit Solutions. Participates in the Bank's activities both internally and externally. Responsibilities:
Support proactive portfolio management by reviewing financial and other information (both externally and internally prepared) to properly assess client situations and risk.
Participate in client meetings as appropriate to gather and understand information to be able to effectively communicate it to key stakeholders.
Ensure proper documentation of our findings and recommended actions through Action Plans, CRR updates, Variances, reporting to partners in Relationship Banking and Credit Administration, and other parts of the bank as needed.
Conducts due diligence and engages in the structuring and delivery of new deals. Underwrites new loans, renewals, and credit actions related to modifications or changing risk.
Supports overall lending process on new deals and modifications to existing deals, from underwriting through documentation and closing.
Reviews information and communicates on clients' compliance status, changing level of risk and broader trends in portfolio.
Utilizes critical thinking skills in supporting VP's and Directors/MD's on both recommendations and actions pertaining to pipeline and portfolio management.
Completes underwriting and portfolio management with practices that meet SVB policies/procedures in terms of timeliness, completeness, consistency and accuracy.
Handles client needs by interacting with appropriate internal and external stakeholders.
Develops expertise in SVB's loan types and markets.