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.
- 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
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 888.716.7199 or email us at [email protected].
Recommended Jobs
Senior Information Technology Manager
Job Description Job Description As a Barron’s Top 100 RIA firm and voted Best Places to Work by Fortune, Pacific Coast Business Times, Inc. (Best Workplaces), and Investment News, Mission Wealth …
Polestar Service Advisor - Courtesy Polestar
Join the Future of Automotive Excellence with Polestar Scottsdale! Courtesy Automotive Group is proud to represent Polestar, the premium electric performance brand reshaping the automotive landscape…
Postdoctoral Scholar - Computational Neuropsychology & Simulation (CNS) Lab
Location Downtown Phoenix Campus Open Date Apr 01, 2026 Description This postdoctoral scholar position is located at Arizona State University’s Downtown Phoenix campus and is a full …
Junior Account Manager
Job Description Job Description Do you have experience in customer service, account management or a technical implementation role? Ready to kickstart your career in Talent Services? If so, beco…
Promotion Events Support
iHeartMedia Markets Current employees and contingent workers click here to apply and search by the Job Posting Title. The audio revolution is here – and iHeart is leading it! iHeartMedia…
Production Assistant
REAL ALLOY/IMSAMET of Arizona is looking to add a new Production Assistant to our team in Goodyear! The Production Assistant is responsible for assisting in all furnace operations as required in a ti…
CDL Truck Driver: State of Arizona
QuestMark Flooring, a division of CentiMark Corporation, is a well-established, national leader in the industrial flooring industry for concrete polishing and epoxy systems. Since 1968 we have provid…
Primary Care Physician (MD/DO) - Rural Community Health Clinic
Primary Care Physician (MD/DO) – Rural Community Health Clinic Location: Northeastern Arizona Work Setting: On-site Clinical Care We are seeking a Primary Care Physician (MD or DO) to pro…
Java Developer 1-20-
100% Remote Our direct client has an opening for a Java Developer Please send us your rate and resume. Rates: $40-$48w2 This position is up to 2 years with the option of extension. The cli…
Crossing Guard
Job Description Job Description Assists children and others in crossing intersections or designated crosswalks on the way to and from school in the morning, at noon, and in the afternoon. Protect…