Middle Office Advisor II (Hybrid)
Tempe, AZ  / Charlotte, NC  / Dallas, TX  / Atlanta, GA ...View All
View Less
Posted 11 days ago
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 objective of the Middle Office Team is ultimately to ensure accurate booking and servicing of all loans. The Middle Office Group is responsible for liaising between the front office and operations teams. They are primarily responsible for working with the front office to understand and interpret key deal/servicing terms for all loan types that SVB offers. The Middle Office is responsible for providing key information to the Operations teams and responding to any inquiries. These activities include submitting advance requests, payoff letters, loan/close payoff requests, research inquiries and other maintenance requests. The completeness of servicing requests received from our lending team is critical prior to submission to operations for loan implementation. Additionally, the Middle Office is responsible to proactively coordinate and engage with operations team to ensure a seamless loan onboarding process.

The Middle Office Advisors will be responsible for liaising between the front office and operations teams. They will 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

  • Complex Loan Onboarding/QC Packages and research requests
  • Monitors and interprets complex business opportunities/issues and recommends possible actions. Services as a key resource for less tenured team members.
  • Exercises creativity, collaboration, critical and analytical thinking to solve problems. Build trust and camaraderie between team members.
  • Assists Supervisor with various projects and trainings


  • Develops alternatives and solutions for complex problems. Exercises judgement utilizing critical decision making skills that impact the entire team.


  • Proficient knowledge of commercial lending
  • Proficient knowledge of lending policies and guidelines
  • Proficient knowledge of lending regulatory rules
  • Thorough knowledge of loan closing procedures and policies
  • Excellent communication and leadership skills
  • Leadership skills including capacity/ pipeline management
  • Ability to multi-task
  • Ability to work with others and escalate issues as appropriate
  • Ability to make quick and smart decisions under pressure
  • Solid computer skills, especially MS Office
  • Receives limited direction and has the ability to functions independently.


  • Proactive
  • Process Management
  • Collaborative
  • Motivating Others
  • Approachability

Required Education and Experience

  • Bachelor degree in Business (e.g. Business Administration, Finance, Accounting) or equivalent work experience
  • 3years of related banking and/or legal experience
  • Leadership experience

Preferred Education and Experience

  • 3+years of related commercial banking and/or legal experience

Base Pay:

$44,318.00 - $70,632.00

Actual starting base pay will be determined on skills, experience, and other non-discriminatory factors permitted by law. Total compensation may also include variable incentives, bonuses, benefits, and/or other perks, as outlined in any formal offer made.

SVB benefit programs are designed to meet our employees where they are in life. SVBers may enroll in core benefits programs, plus take advantage of customized perks and offerings, including those designed to support families, however defined. More information regarding our benefits offerings can be found .

2022 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: ).

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 UK Limited is registered in England and Wales at Alphabeta, 14-18 Finsbury Square, London EC2A 1BR, UK (Company Number 12546585). Silicon Valley Bank UK Limited is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and Prudential Regulation Authority (Firm Reference Number 543146). Details about the extent of our regulation by the Prudential Regulation Authority are available from us on request.


Job Summary
Start Date
As soon as possible
Employment Term and Type
Regular, Full Time
Required Education
Bachelor's Degree
Required Experience
3+ years
Email this Job to Yourself or a Friend
Indicates required fields