First Citizens Bank

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 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.. Debt process management – manage corporate and leveraged transaction processes from new opportunity introduction from Director/MD to loan closing; - Due Diligence – review target company provided / publicly available materials, including historical financials, management presentations, CIMs, and 3rd party materials; assist associates with generating diligence request lists to cover questions arising from review of materials while identifying gaps in provided information.. Knowledge - Beginning/Intermediate late stage lending & leveraged finance knowledge, negotiating experience and marketing skills with an ability to build and close new relationships with minimal assistance.. Bachelor’s degree and 4+ years of experience or High School diploma or GED with 8+ years of experience in either a leveraged finance, investment banking, or technology commercial banking/finance role.

vice president

Overview:
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.

Responsibilities:
<ul><li>Underwriting; Process Management</li><li>Debt process management – manage corporate and leveraged transaction processes from new opportunity introduction from Director/MD to loan closing; - Due Diligence – review target company provided / publicly available materials, including historical financials, management presentations, CIMs, and 3rd party materials; assist associates with generating diligence request lists to cover questions arising from review of materials while identifying gaps in provided information.</li><li>Credit Memorandums – create credit memorandums to drive credit approval for new opportunities.</li><li>Review financial models from associates to ensure accuracy with company projections.</li><li>Present new opportunities to loan committee.</li><li>Prepare loan packages for approvals, including utilization of existing bank systems.</li><li>Assist in document negotiation.</li><li>Utilizes analysis and independent judgment to generate recommendations to Directors/MDs.</li><li>Drive coordination / execution with Syndications and Relationship Management partners.</li><li>Oversee the loan closing process. Reporting/Portfolio Management</li><li>Act as primary lending liaison for portfolio companies.</li><li>Work with associates to ensure timely and accurate reporting from portfolio companies.</li><li>Manage any amendment/waiver processes for portfolio companies.</li><li>Research and analyze information as directed.</li><li>Oversee portfolio database as well as quarter portfolio review/analysis</li></ul>Other Responsibilities:<ul><li>Coordination with RM partners to develop materials required to evaluate, pitch and execute debt opportunities.</li><li>Participation on diligence calls with prospects and portfolio companies. Takes notes on material updates and opportunities.</li><li>Mentor the associate staff.</li><li>Utilizes moderate decision making and independent judgement in negotiations and building relationships. Influences and drive decisions.</li><li>Exercises judgment and authority prudently and with proper balance for the best interests of the clients and SVB; Recommendations</li><li>Recommends structuring and underwriting points on new opportunities as well as decisions related to portfolio and risk management of the existing portfolio with guidance from senior team members.</li><li>Knowledge - Beginning/Intermediate late stage lending & leveraged finance knowledge, negotiating experience and marketing skills with an ability to build and close new relationships with minimal assistance.</li></ul>Skills:<ul><li>Work highly proficient at researching information and gathering pertinent items to identify trends / anomalies.</li><li>Extremely adept at understanding and interpreting requests.</li><li>Strong understanding of financial accounting with financial modeling experience.</li><li>Strong organization and attention to details ensuring all documentation is complete and accurate.</li><li>Proven ability / highly skilled at developing strong positive relationships with external clients / internal partners.</li><li>Excellent communication skills capable of explaining information in a clear and concise manner and adapting delivery depending on the audience and influencing decisions in the best interest of the client.</li><li>Professional, thorough and organized with strong follow-up skills.</li><li>Excels in a team environment and proactively collaborates and acts as a leader with others to serve clients.</li><li>Demonstrates initiative, a commitment to continuous learning, and the ability to adapt to changing demands and requirements.</li><li>Responds positively and quickly to constructive feedback.</li></ul>Competencies:<ul><li>Intuitiveness</li><li>Analytical Ability/Fluency with Numbers</li><li>Critical thinking</li><li>Time management</li><li>Prioritization</li><li>Driven/Self-Motivated</li><li>Collaborative</li><li>Accountability</li></ul>The base pay for this position is relative to your experience but the range is generally $112,064.00 – 168,096.00 per year. This position is eligible for variable compensation, which may be in the form of incentive, bonus, or commission pay. First Citizens offers a competitive, comprehensive benefits program which you can review here: https://jobs.firstcitizens.com/benefits. 

Qualifications:
Bachelor’s degree and 4+ years of experience or High School diploma or GED with 8+ years of experience in either a leveraged finance, investment banking, or technology commercial banking/finance role. Travel - Moderate travel is expected for this position; events; trainings; or bank meetings may require offsite work. #LI-BB1

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