Credit Specialist Portfolio Management

:

• 28713
• 4950 S 48Th St
• Phoenix, Arizona
• SVB-GFB PM WEST
• Monday - Friday
• 05/02/2025

Overview This is a hybrid role, with the expectation that time working will regularly take place inside and outside of our Phoenix office Global Fund Banking (GFB) Credit Specialists enable a highly efficient commercial loan approval package production process for the GFB portfolio management team. The Credit Specialist is responsible for producing all loan approval packages for GFB's Venture Capital and Private Equity clients, ensuring they are completed and booked timely and with practices that meet SVB policies/procedures in terms of timeliness, completeness, consistency, and accuracy. Responsibilities The Credit Specialist is an entry level role and will utilize critical thinking skills to complete the credit data elements and basic underwriting information, compile required exhibits, and complete other tasks required to ensure a complete credit package. The role will collaborate daily with colleagues in GFB Portfolio Management to ensure an effective and seamless workflow. Primary Duties:

• Creation of all credit packages for new and existing facilities, including compilation of exhibits.
• Creation of all amendments to in-flight credit packages.
• Engage with internal partners for all credit actions and serve as the liaison if questions or issues arise.
• Basic credit projections.

Qualifications Bachelor's degree with 1 year of financial services or professional experience OR High School diploma or GED with 2 years of financial services experience. Preferred Qualifications:

• Strong written and verbal communication skills with an ability to communicate effectively across business levels.
• Salesforce/CRM experience preferred.
• Self-starter, proactive and results oriented.
• Ability to identify and correct errors in data.
• Ability to collaborate with others in a fast-paced environment.
• Proficiency in using Microsoft Office Suite

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.

First Citizens Bank is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race (including traits historically associated with race, such as hair texture and protective hairstyles), color, religion, national origin, sex, age, disability, protected veteran status, sexual orientation, gender identity, genetic information, military membership, application, or obligation, or any other legally protected status. Section 19 of the Federal Deposit Insurance Act prohibits First Citizens Bank from employing individuals convicted of certain criminal offenses. Offers of employment will be contingent upon a satisfactory background check. The Bank is committed to maintaining a safe workplace free from the influence of prohibited drugs and the misuse of alcohol and will not tolerate any prohibited drug use or alcohol misuse that jeopardizes the safety of associates, customers or others at the workplace, or threatens the Bank's operations or competitiveness.

If you have a disability and need special assistance or accommodation to apply for employment at First Citizens Bank, please contact our Human Resources department at View phone number on us.edajobs.com or email us at View email address on us.edajobs.com.