Associate II, Wine Division

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The SVB Wine Division is an industry leader in financing both wineries and

grape growers in California, Oregon and Washington. The 35 employees in the

Division represent the largest group of finance professionals who are

exclusively focused on the wine industry. Over the past twenty-five years, SVB

has developed hundreds of relationships with premium wine companies and remains

a well-respected advisor in the wine industry due to our deep focus on the

industry and longstanding track record. SVB maintains its focus on the industry

with four Wine Division offices located in Napa County (St. Helena and Napa

City), Sonoma County (Santa Rosa.) and the Pacific Northwest (Portland, OR).

The Senior Associate role is a developmental position for a career path as a

commercial banker with full relationship and portfolio management

responsibilities. Associates assist lending teams in the analysis and

underwriting of credits by spreading and analyzing financial statements,

assessing business strengths and risks, and preparing written deliverables.

They prepare routine underwriting documents for credit, facilitate the booking

process, and assure credit files comply with SVB policies and procedures.

Associates collaborate with Vice Presidents, engage clients directly, provide

customer service, and help to resolve compliance related questions and

inquiries. Additionally, they review financial information, collateral and

other assets to assess portfolio risk and profitability. Associates receive

dedicated and structured training from senior bankers, including underwriting,

portfolio management, & sales strategy in addition to gaining wine industry


JOB LEVEL Assists in the credit underwriting process and portfolio management

for clients. Conducts due diligence on potential clients via spreading and

analyzing financial statements. Assists in loan documentation and booking

processes. Works with variety of products and divisions within Bank. Assists

relationship leads with client inquiries and contributes to team loan growth

and profitability.

JOB COMPLEXITY Able to handle a variety of routine credit underwriting and

documentation requirements. Reviews client noncompliance, past due status, and

processes loan advances for assigned accounts. Contacts client to resolve

routine compliance related questions.

SUPERVISIONWorks under direction of the Managing Director, Vice President(s)

and Senior Associate(s).


o Bachelor s degree (required)

o 1-2 years of experience with business analysis and accounting

skills (preferred, but not required)

o Course work or experience in accounting & finance with ability

to interpret financial statements

o Strong analytical and business writing skills

o Experience with Microsoft Office, with emphasis on Excel

spreadsheet proficiency

o Interest/experience in the Premium Wine Industry (preferred)
  • 1
  • Negotiable
  • None
  • None
  • Re-141167
  • Permanent
  • 6

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