SVB Vice President I, Credit Solutions Expert

1 week ago


San Francisco, California, United States First Citizens Full time
About the Role

This is a high-profile position within the Credit Solutions group at SVB, where you will be responsible for leading the structuring, underwriting, and closing of credit solutions for assigned prospects and clients. As a key member of the team, you will engage with Relationship Management, clients/prospects, Credit Admin, Legal partners, and other internal/external stakeholders to ensure successful outcomes.

Key Responsibilities
  • Lead the structuring, underwriting, and closing of credit solutions for assigned prospects and clients.
  • Manage resources effectively and be responsible for doing this at increasing scale.
  • Manage assigned portfolio of borrowing relationships, reviewing information, evaluating risk, and engaging with clients, building relationships with appropriate stakeholders.
  • Communicate internally to recommend and execute on responses to changing situations for clients/across the portfolio broadly.
  • Ensure that portfolio management practices meet SVB standards.
  • Engage in team development, including collaboration and coaching of Associates who support the team.
Requirements

To be successful in this role, you will need:

  • Bachelor's degree with a minimum of 3 years of experience OR High school diploma or GED with a minimum of 7 years of experience.
  • Strong financial modeling/analysis, memo writing, debt structuring, negotiation, and closing skills with the ability to engage and build trust with clients independently.
  • Advanced knowledge of portfolio management practices including expertise in evaluating risk and managing changing situations.
About First Citizens

First Citizens is a top 20 U.S. financial institution with more than $200 billion in assets. We offer a comprehensive benefits program, with customized offerings, including those designed to support families, however defined. Learn more about our benefits offerings here.



  • San Francisco, California, United States First Citizens Full time

    Job SummaryWe are seeking a highly skilled Vice President I, Technology Relationship Banking - Consumer Internet to join our team at First Citizens Bank. As a key member of our Consumer Internet practice, you will be responsible for acquiring, orchestrating, and growing entire client and ecosystem relationships.Key ResponsibilitiesManage a portfolio of...


  • San Francisco, California, United States First Citizens Bancshares, Inc. Full time

    This is a hybrid role, with the expectation that time working will regularly take place inside and outside of a company office. About First Citizens Bancshares, Inc. We are a diversified financial institution, offering a range of solutions to meet the needs of our clients. Our team is dedicated to providing exceptional service and support to our customers....


  • San Francisco, California, United States HSBC Full time

    Unlock Opportunities in Healthcare and InnovationAt HSBC, we're committed to opening up a world of opportunity for our customers, and we're looking for a talented individual to join our team as a Senior Vice President/Vice President, Credit Solutions - Innovation Banking.About the RoleThis is a critical position that requires a deep understanding of the...


  • San Francisco, California, United States First Citizens Bank Full time

    Job Title: SVB Vice President II Technology Relationship Banking EnterpriseThis 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...


  • San Francisco, California, United States HSBC Full time

    Unlock Opportunities in Healthcare & Life SciencesHSBC Innovation Banking is seeking a seasoned professional to join our team as a Senior Vice President/Vice President, Credit Solutions. As a key member of our debt solutions team, you will be responsible for building and maintaining relationships with debt clients and prospects, leading due diligence and...


  • San Francisco, California, United States HSBC Full time

    Unlock Your Potential as a Credit Solutions ExpertAt HSBC, we're committed to empowering our customers and communities through innovative financial solutions. As an Assistant Vice President, Credit Solutions, you'll play a critical role in shaping our debt solutions strategy for the technology sector.Key Responsibilities:Develop and maintain relationships...


  • San Francisco, California, United States HSBC Full time

    About the RoleWe are seeking a highly skilled and experienced professional to join our team as a Senior Vice President/Vice President, Credit Solutions. As a key member of our Innovation Banking division, you will be responsible for leading the due diligence process and deal structuring for debt transactions in the healthcare and life sciences sector.Key...


  • San Francisco, California, United States HSBC Full time

    About the RoleWe are seeking a highly skilled Senior Vice President/Vice President, Credit Solutions to join our Innovation Banking team at HSBC. As a key member of our team, you will be responsible for building and maintaining relationships with debt clients and prospects, leading and owning the due diligence process and deal structuring process, and...


  • San Francisco, California, United States HSBC Full time

    About the RoleHSBC is seeking a highly skilled and experienced professional to join our Innovation Banking team as a Senior Vice President/Vice President, Credit Solutions. This role will be responsible for building and maintaining relationships with debt clients and prospects, leading and owning the due diligence process and deal structuring process, and...


  • San Francisco, California, United States HSBC Full time

    About the RoleHSBC Innovation Banking is seeking a seasoned professional to join our team as a Senior Vice President/Director, Credit Solutions Expert. As a key member of our debt underwriting team, you will be responsible for structuring and underwriting debt transactions for early stage, high growth, and public companies in the technology sector.Key...


  • San Francisco, California, United States HSBC Full time

    About UsAt HSBC, our mission is to unlock a world of possibilities for our clients. We leverage our extensive expertise and diverse perspectives to create new opportunities for over 40 million customers globally. Our commitment is to connect people, ideas, and capital to foster progress and growth, ultimately contributing to a better world for our customers,...


  • San Francisco, California, United States HSBC Full time

    About the RoleAs a Senior Vice President/Vice President, Credit Solutions and Innovation Banking at HSBC, you will play a critical role in driving the bank's debt solutions and innovation banking efforts in the healthcare sector. This is an exciting opportunity to join a dynamic team and contribute to the bank's growth and success.Key ResponsibilitiesBuild...


  • San Francisco, California, United States HSBC Full time

    About the RoleHSBC Innovation Banking is seeking a seasoned professional to join our team as a Senior Vice President/Director, Credit Solutions. As a key member of our team, you will be responsible for providing debt solutions to early-stage, high-growth, and public companies in the technology sector.Key ResponsibilitiesBuild and maintain relationships with...


  • San Francisco, California, United States HSBC Full time

    About HSBCAt HSBC, our mission is to create a world of opportunities for our clients. We leverage our extensive expertise and global reach to foster growth and progress, ultimately contributing to a better future for our customers, employees, investors, communities, and the planet.Role OverviewHSBC Innovation Banking specializes in providing debt solutions...


  • San Francisco, California, United States CFA Institute Full time

    Job SummaryWe are seeking a highly skilled Relationship Manager to join our Consumer Internet team at SVB. As a key member of our team, you will be responsible for managing a portfolio of client relationships, identifying new business opportunities, and providing exceptional customer service.Key ResponsibilitiesManage a portfolio of client relationships...


  • San Francisco, California, United States First Citizens Full time

    Job SummaryWe are seeking a highly skilled and experienced Relationship Manager to join our Consumer Internet team at SVB. As a key member of our team, you will be responsible for managing a portfolio of client relationships, identifying new business opportunities, and providing exceptional customer service.Key ResponsibilitiesManage a portfolio of client...


  • San Francisco, California, United States First Citizens Bank Full time

    Job SummaryThis is a unique opportunity to join First Citizens Bank as a Vice President of Technology Relationship Banking, where you will play a key role in acquiring, orchestrating, and growing entire client and ecosystem relationships within the Consumer Internet sector.Key ResponsibilitiesManage a portfolio of client relationships, identifying...


  • San Francisco, California, United States First Citizens Bank Full time

    Job SummaryThis is a hybrid role, with the expectation that time working will regularly take place inside and outside of a company office.About UsFirst Citizens Bank is a diversified financial institution with a 125-year tradition of service and a personalized approach to financial partnerships.Our MissionWe help personal, business, commercial, and wealth...


  • San Francisco, California, United States HSBC Full time

    About the RoleWe are seeking a highly skilled Senior Vice President, Credit Solutions to join our Innovation Banking team at HSBC. As a key member of our team, you will be responsible for building and maintaining relationships with debt clients and prospects, leading and owning the due diligence process and deal structuring process, and developing a firm...


  • San Francisco, California, United States First Citizens Full time

    About the RoleThis is a hybrid role, with the expectation that time working will regularly take place inside and outside of a company office.As a key member of the First Citizens team, you will have the opportunity to work with a diverse range of clients, including those in the Consumer Internet sector.Key ResponsibilitiesManage a portfolio of client...