Portfolio Management Analyst I- Global Fund Banking
Silicon Valley Bank
Overview This is a hybrid role, with the expectation that time working will regularly take place inside and outside of our Phoenix 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. First Citizens Bank helps personal, business, commercial and wealth clients build financial strength that lasts. Headquartered in Raleigh, N.C., First Citizens has built a unique legacy of strength, stability and long-term thinking that has spanned generations. First Citizens offers an array of general banking services including a network of more than 550 branches in 23 states and commercial banking expertise delivering best-in-class lending, leasing and other financial services coast to coast. Parent company First Citizens BancShares, Inc. (NASDAQ: FCNCA) is a top 20 U.S. financial institution with more than $200 billion in assets. Silicon Valley Bank’s Global Fund Banking (GFB) Team provides commercial banking services to venture capital and private equity firms. The Portfolio Management team is responsible for the timely and accurate processing of loan advances and paydowns as well as compliance reporting documentation review. Responsibilities The Global Fund Banking Portfolio Management Analyst I is responsible for executing risk management controls for the Global Fund Banking lending portfolio. Core responsibilities include ensuring borrower compliance and availability for straightforward loan advances, timely tracking and review of expected statements from borrowers, and other loan maintenance tasks. Performs client outreach for advance and payment status updates and request clarifications. Coordinates approval from Senior Credit Officers for draws requested from uncommitted balances. Navigates a comprehensive set of procedures, accurately identifying and executing correct protocol for each situation. This role includes regular interaction with multiple Global Fund Banking teams as well as many other business partners throughout the bank. Qualifications Bachelor’s degree with 1 year of professional office/banking experience or High School diploma/GED with 2 years of experience. Preferred Proficient with Microsoft Office with an emphasis in SharePoint Online – experience pulling and analyzing data for reporting purposes Proficient in navigating and applying procedural frameworks, able to escalate issues and follow-up appropriately Strong organization and analytical skills in addition to the ability to work independently Strong critical thinking, proactive and desire to collaborate with team Excellent written and verbal communication skills to engage with business partners, leadership and clients on email and phone Can develop strong working relationships with internal teams Strong ability to multi-task on high volume days, attention to detail Adaptability in fast-paced, evolving environments Benefits Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at #J-18808-Ljbffr Silicon Valley Bank
- First Citizens in Phoenix is looking for a Global Fund Banking Portfolio Management Analyst I. In this hybrid role, you will execute risk management controls for the lending portfolio, ensuring compliance and conducting client outreach. Qualifications include a Bachelor...Suggested
- Silicon Valley Bank in Phoenix is looking for a Portfolio Management Analyst I to execute risk management controls in a hybrid role. Responsibilities will include ensuring borrower compliance, tracking loan advancements, and maintaining client interactions. The ideal candidate...Suggested
$79 per hour
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BMO is seeking a skilled credit analyst in Phoenix, Arizona, to analyze and prepare credit information for lending decisions. The ideal... ...in credit operations, along with expertise in commercial banking. This position involves leading initiatives to enhance credit quality...- ...Hybrid Senior Financial Analyst Job details Posted 1... ...group while developing and managing relationships with key... ...management, broker-dealer, insurance, banking, specialty finance)... ...technologies to deliver comprehensive global services and support....Worldwide
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$24.99 per hour
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$80k - $95k
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$43.89k - $85.07k
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