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In this role you will Make a difference! Understand the full suite of SVB's payments products and services with a focus on technology forward payment solutions and be able to handle client escalations. Asses your team's needs and coach them on effective sales strategies to meet their individual performance goals. Benchmark against the competition to ensure a current under
Posted 7 days ago
Loan Operations Assists in preparing, reviewing, and submitting important loan documents to ensure that all stipulated regulations are met by ensuring all closing documents are delivered. Works within a team to meet and discuss loan specifications with borrowers, lenders, and other middlemen during this process. Assists in researching and providing entry level resolution
Posted 7 days ago
Operating Model Architecture & Design Lead the development and maintenance of current state, future state, and transition state operating models across business areas. Ensure strategic coherence across business structure, client segments, coverage models, and product strategy. Synthesize inputs from financial, risk, and enterprise strategy to inform the design of scalable
Posted 7 days ago
Documentation Generates, evaluates, and validates accuracy of closing documentation prior to sending to settlement agent. Calculates aggregate escrows and corresponds with settlement agent. Reviews HUD 1 settlement statements, hazard insurance policy, title binders, security instruments, and tax records for accuracy. Verifies that documentation is compliant with investor
Posted 8 days ago
Pipeline Management Oversees the mortgage pipeline to ensure service levels are met or exceeded. Provides feedback and guidance on complex mortgage matters. Collaborates with others to ensure regulatory requirements are met. Reviews investor required documentation in mortgage loans and monthly reporting. Ensures associates meet or exceed service levels, quality standards,
Posted 15 days ago
The essential functions of the job include, but are not necessarily limited to, the following Engaging customers in conversation to understand their banking needs and preferences Processing transactions accurately and efficiently Providing assistance with account servicing needs Facilitating customer awareness and education of bank services, including digital banking capa
Posted 15 days ago
Process Oversight Monitors the construction loan process. Forms a full understanding of project scope and monitoring requirements through collaboration with internal stakeholders. Reviews the risk and rewards associated with construction loans to provide guidance on appropriate credit structuring. Loan Documentation Reviews all documentation associated with the constructi
Posted 18 days ago
Outbound Sales/Business Development Production driven leadership role with individual and team sales goals Developing COIs, leveraging business relationships Engage with customers, prospects and referral sources through proactive outreach Represent the Bank in the community for the purpose of generating additional business and identifying potential CRA opportunities for t
Posted 18 days ago
New loans closing and Modifications Work closely with underwriters, various business units, outside counsel, bank attorney, title & escrow. Reviews all loan documents & credit files for accuracy. Compliance Audits Point person for various audits & quality assurance reviews. Ensure we follow all BSA, AML, CIP, OFAC, & regulatory requirements. Loan Closing Pipeline Report U
Posted 19 days ago
New loans closing and Modifications Work closely with underwriters, various business units, outside counsel, bank attorney, title & escrow. Reviews all loan documents & credit files for accuracy. Compliance Audits Point person for various audits & quality assurance reviews. Ensure we follow all BSA, AML, CIP, OFAC, & regulatory requirements. Loan Closing Pipeline Report U
Posted 19 days ago
New loans closing and Modifications Work closely with underwriters, various business units, outside counsel, bank attorney, title & escrow. Reviews all loan documents & credit files for accuracy. Compliance Audits Point person for various audits & quality assurance reviews. Ensure we follow all BSA, AML, CIP, OFAC, & regulatory requirements. Loan Closing Pipeline Report U
Posted 19 days ago
New loans closing and Modifications Work closely with underwriters, various business units, outside counsel, bank attorney, title & escrow. Reviews all loan documents & credit files for accuracy. Compliance Audits Point person for various audits & quality assurance reviews. Ensure we follow all BSA, AML, CIP, OFAC, & regulatory requirements. Loan Closing Pipeline Report U
Posted 19 days ago
New loans closing and Modifications Work closely with underwriters, various business units, outside counsel, bank attorney, title & escrow. Reviews all loan documents & credit files for accuracy. Compliance Audits Point person for various audits & quality assurance reviews. Ensure we follow all BSA, AML, CIP, OFAC, & regulatory requirements. Loan Closing Pipeline Report U
Posted 19 days ago
Loan Operations Assists in preparing, reviewing, and submitting important loan documents to ensure that all stipulated regulations are met by ensuring all closing documents are delivered. Works within a team to meet and discuss loan specifications with borrowers, lenders, and other middlemen during this process. Assists in researching and providing entry level resolution
Posted 19 days ago
The Trade Finance Sales Officer (TSO) plays a pivotal role in driving revenue growth by actively identifying and successfully acquiring Trade Finance clients and deals, with the goal of expanding the Bank's trade finance business. The TSO will strategically engage with clients, provide customized solutions and leverage relationships to maximize trade finance product adopt
Posted 20 days ago
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