Advisory Services, Associate II Advisory Services, Associate II …

Silicon Valley Bank
in Santa Clara, CA, United States
Permanent, Full time
Be the first to apply
Competitive
Silicon Valley Bank
in Santa Clara, CA, United States
Permanent, Full time
Be the first to apply
Competitive
Advisory Services, Associate II
The Advisory Services Associate is responsible for the following:
  • Maintains credit files, monitors past dues, prepares underwriting packages, interfaces and collaborates with operations, and contacts clients to obtain financial information.
  • Completes blue and pink sheets.
  • Assists in the review of the assigned portfolio for credit quality and credit risk rating accuracy and notes any policy exceptions.
  • Participates in training activities
  • Prepares quarterly ALLL minutes, weekly NPL forecasts, and quarterly FAS114 analysis.
  • May manage a small number of less complex accounts and/or charge-offs, including recommending and implementing strategies to mitigate loss and interacting with clients directly.
  • Requires basic negotiation skills, basic understanding of workout strategies, and strong credit acumen.


Qualifications

The Advisory Services Associate is responsible for the following:
  • Maintains credit files, monitors past dues, prepares underwriting packages, interfaces and collaborates with operations, and contacts clients to obtain financial information.
  • Completes blue and pink sheets.
  • Assists in the review of the assigned portfolio for credit quality and credit risk rating accuracy and notes any policy exceptions.
  • Participates in training activities
  • Prepares quarterly ALLL minutes, weekly NPL forecasts, and quarterly FAS114 analysis.
  • May manage a small number of less complex accounts and/or charge-offs, including recommending and implementing strategies to mitigate loss and interacting with clients directly.
  • Requires basic negotiation skills, basic understanding of workout strategies, and strong credit acumen.

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