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About the Role

This role is responsible for portfolio management, credit underwriting, and loan administration duties for Fintech Warehouse Facilities.

Responsibilities

• Support, monitor, and analyze client collateral credit performance for asset-backed finance (ABF) transactions.
• Process loan transactions such as draw requests, pay downs, and fund distribution.
• Prepare modeling and analysis for portfolio reviews, highlighting key trends and risks.
• Monitor deals for compliance with covenants.
• Ensure timely receipt and accuracy of client financial, compliance, and collateral reporting.
• Maintain accurate client information in internal systems.
• Assist in preparing internal reports and presentations for management.
• Support the underwriting process for existing warehouse credit facilities.
• Prepare credit memoranda and structured finance models.
• Analyze client financial statements, collateral tapes, and other documents.
• Perform collateral stratification.
• Coordinate with internal stakeholders including credit, legal, and operations teams.
• Assist in the deal approval and structuring process.
• Understand risk factors and performance drivers for financed asset classes.
• Understand venture debt and structured finance vehicles.
• Act as a point of contact for assigned clients, responding to inquiries and requests.
• Collaborate with relationship managers to support client meetings and presentations.
• Prepare client-facing materials and correspondence.
• Contribute to the development of client relationships.

Requirements

• Bachelor's Degree and 1 year of experience in Finance, Economics, Accounting, or Business OR High School Diploma or GED and 5 years of experience in Commercial Banking, Asset Backed Finance, Debt Capital Markets Asset Backed Securities, Warehouse Lending, or Corporate Finance.

Skills

• Asset Backed Finance
• Debt Capital Markets
• Asset Backed Securities
• Warehouse Lending
• Corporate Finance
• Commercial Banking

Location

• New York
• San Francisco

Work Type

• Hybrid

Experience Level

• 1 year of experience
• 5 years of experience

Education Level

• Bachelor's Degree
• High School Diploma or GED

Salary/Compensations

• $102,450.00-$136,600.00

Benefits

• Competitive, thoughtfully designed, and quality benefits program.

About the Company

• Silicon Valley Bank and First Citizens offer 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 (SVB), a division of First-Citizens Bank, is the bank of some of the world’s innovative companies and investors.
• SVB provides commercial and private banking to individuals and companies in the technology, life science and healthcare, private equity, venture capital, and premium wine industries.
• SVB operates in centers of innovation throughout the United States, serving the unique needs of its dynamic clients with deep sector expertise, insights, and connections.