Completes the underwriting and documentation for team’s credit portfolio. Analyzes financial statements and assists in maintaining appropriate risk assessments on all credits. Handles client and prospect needs by interacting with operations and product groups. Assures loan underwriting and documentation meets SVB policies and procedures.
Underwrites uncomplicated credits. Monitors compliance and past-due reports for team’s credit portfolio. Prepares action plans to address noncompliance and past-due issues with clients.
With guidance from the Managing Director or Vice President, contacts established clients and may manage a small group of client relationships. Underwrites more complex credits under direction of the Managing Director or Vice President.
Skills and Requirements:EXPERIENCE: 3 or more years of related experience. Strong credit analysis and accounting skills.
EDUCATION: Bachelor’s degree or equivalent experience
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