Vice President II, Corporate Banking Credit Solutions - Innovation Banking

About the role

This is a hybrid role, with the expectation that time working will regularly take place inside and outside of a company office. Together, Silicon Valley Bank and First Citizens offer you the strength and stability of a diversified financial institution with a 125-year tradition of service and the personalized approach of a nimble financial partner.

Responsibilities

• Underwriting; Process Management
• Debt process management – manage corporate and leveraged transaction processes from new opportunity introduction to loan closing;
• Due Diligence – review target company provided / publicly available materials, including historical financials, management presentations, CIMs, and 3rd 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 approvers;
• Prepare loan packages for approvals, including utilization of existing bank systems;
• Lead document negotiation;
• Utilizes analysis and independent judgment to generate recommendations to Directors/MDs;
• Drive coordination / execution with Syndications and Relationship Management partners;
• 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;
• 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.

Qualifications

• Bachelor's Degree and 4 years of experience in Commercial banking, Credit Underwriting or Analysis, or Relationship Management and/or industry-specific knowledge in technology or healthcare sectors OR High School Diploma or GED and 8 years of experience in Commercial banking, Credit Underwriting or Analysis, or Relationship Management and/or industry-specific knowledge in technology or healthcare sectors.
• Preferred Education And Experience: 8+ years of experience in either a leveraged finance, investment banking, or technology commercial banking/finance roleBachelor’s or equivalent required. MBA or CFA preferred but not required.
• Preferred Area of Study: Finance, Economics, Business Administration, or related field
• Preferred Area of Experience: Technology or healthcare sector experience, and/or Leadership experience and advanced financial modeling skills

Pay

The base pay for this position is relative to your experience but the range is generally $166,875 - $222,500 per year. Actual starting base pay will be determined based on skills, experience, location, and other non-discriminatory factors permitted by law.

Schedule

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