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Middle Office Advisor I

Company: SVB Financial Group
Location: Tempe
Posted on: May 14, 2022

Job Description:

When you work with the world's most innovative companies, you know you're making a difference.
Our clients are the game changers, leaders and investors who fuel the global innovation economy. They're the businesses behind the next medical breakthroughs. And the visionaries whose new technologies could transform the way people live and work.
They come to SVB for our expertise, deep network and nearly forty years of experience in the industries we serve, and to partner with diverse teams of passionate, enterprising SVBers, dedicated to an inclusive approach to helping them grow and succeed at every stage of their business.
Join us at SVB and be part of bringing our clients' world-changing ideas to life. At SVB, we have the opportunity to grow and collectively make an impact by supporting the innovative clients and communities SVB serves. We pride ourselves in having both a diverse client roster and an equally diverse and inclusive organization. And we work diligently to encourage all with different ways of thinking, different ways of working, and especially those traditionally underrepresented in technology and financial services, to apply.
Job Description
The Middle Office Advisors will be responsible for liaising between the front office and operations teams. Work with the front office to understand and interpret key deal terms for all loan types that SVB offers to ensure the accurate booking and funding of all loans.
Essential Functions

  • Loan Onboarding/QC Packages
  • Task oriented items- Research requests; interest calculations; etc.
  • Provides professional communication with internal clients
  • Participates in meetings, trainings, and other duties as assigned by management

    Low impact. Basic judgement based on standard practices and procedures. Works with MOA 2/3 and/or Supervisor for more complex decision impacts. Works within and follows established practices and procedures for resolving issues and completing tasks
    Knowledge of basic banking policies and procedures
    Knowledge of production environment

    • Communication- Email and Phone- clear, purposeful and empathetic
    • Microsoft office
    • Multi Task
    • Organizational
    • Ask questions
    • Listening
    • Competencies
    • Strong Email etiquette - communication
    • Team oriented
    • Willing to develop and learn
    • Organizational Skills
    • Problem Solving
    • Accountability
    • Time Management
    • Flexibility

      Required Education and Experience

      • High School Diploma or Equivalency PLUS Bachelor's degree OR 1-2 years of related professional experience (banking/financial services industry or customer service) OR 3-4 years of overall experience

        Preferred Education and Experience

        • Experience in a production and or operational environment specifically within Financial Services or Banking Environment
        • Knowledge of financial services and products.

          No travel is expected for this position
          Physical Demands
          The employee must have the ability to use a computer keyboard, mouse, calculator, copier/fax machine, scanner and telephone. While performing the duties of this job, the employee is regularly required to talk and hear. Employee must have close visual acuity to perform an activity such as: reviewing and analyzing information; transcribing; and/or viewing a computer screen. Employee may be required to make quick decisions as to when to escalate or directly address a situation, as well as handle the stress of such situations. The work environment is indoors with a majority of time spent sitting at a desk.
          2021 SVB Financial Group. All rights reserved. SVB, SVB FINANCIAL GROUP, SILICON VALLEY BANK, MAKE NEXT HAPPEN NOW and the chevron device are trademarks of SVB Financial Group, used under license. Silicon Valley Bank is a member of the FDIC and the Federal Reserve System. Silicon Valley Bank is the California bank subsidiary of SVB Financial Group (Nasdaq: SIVB).
          Equal Employment Opportunity
          Silicon Valley Bank is an equal opportunity employer and is dedicated to expanding its commitments and investments to create a more diverse, equitable and inclusive company culture and innovation ecosystem. We are strongly committed to the values and policy of equal employment opportunity across our employment practices.
          Silicon Valley Bank is registered in England and Wales at Alphabeta, 14-18 Finsbury Square, London EC2A 1BR, UK under No. FC029579. Silicon Valley Bank is authorised and regulated by the California Department of Business Oversight and the United States Federal Reserve Bank; authorised by the Prudential Regulation Authority with number 577295; and subject to regulation by the Financial Conduct Authority and limited regulation by the Prudential Regulation Authority. Details about the extent of our regulation by the Prudential Regulation Authority are available from us on request.

Keywords: SVB Financial Group, Tempe , Middle Office Advisor I, Administration, Clerical , Tempe, Arizona

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