Collateral Analyst I-Global Fund Banking

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 GFB Collateral Team is responsible for the collection and capture of information on the institutions and individuals that represent the financial collateral for the loans we provide. The Collateral Analyst is responsible for producing Credit Action Reports for loan approval Credit packages and ensuring they are completed timely and with practices that meet SVB policies/procedures in terms of timeliness, completeness, consistency, and accuracy.

The Global Fund Banking Collateral Analyst I plays a crucial role in ensuring accurate collateral information for the underwriting of capital call facilities, including the setup and maintenance of New Firms, Funds and LP relationships within our collateral database, known as iLevel. Key Duties include monitoring and processing the straightforward collateral-related requests, conducting research on Limited Partners (LPs), and maintaining Limited Partner records in the collateral database.

Primary Duties:

• Monitor incoming requests from portfolio management teams
• Ensure timely completion and handoffs to other team members
• Utilize publicly available resources to find information on new Limited Partners (LPs)
• Understand different LP legal entity structures to identify the ultimate investor for each
• Follow guidelines for what information to collect on LPs based on several attributes
• Analyze and organize collected data for further use
• Create reports for underwriting and credit approval
• Maintain accurate records of collateral-related information
• Identify opportunities for improving collateral management processes
• Participate in training sessions to enhance skills and knowledge

Bachelor's degree with 1 year of financial services or professional experience OR High School diploma or GED with 2-5 years of financial services experience.

Preferred Qualifications:

• Proficiency in using Microsoft Office Suite with an emphasis in Excel and SharePoint Online.
• Strong written and verbal communication skills with an ability to communicate effectively across business levels.
• Self-starter, proactive and results oriented.
• Strong attention to detail and well organized.
• Ability to collaborate with others in a fast-paced environment.