Overview
This is a hybrid role, with the expectation that time working will regularly take place inside and outside of our Tempe Az office.
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.
Want more jobs like this?
Get Business Operations jobs in Phoenix, AZ delivered to your inbox every week.
Responsibilities
Global Fund Banking (GFB) Credit Specialists enable a highly efficient loan approval package production process for the GFB portfolio management team. The Credit Specialist is responsible for producing loan approval packages and ensuring they are completed and booked timely and with practices that meet SVB policies/procedures in terms of timeliness, completeness, consistency, and accuracy.
The Credit Specialist is an entry level role and will utilize critical thinking skills to complete the credit data elements and basic underwriting information, compile required exhibits, and complete other tasks required to ensure a complete credit package. The role will collaborate daily with colleagues in GFB Portfolio Management to ensure an effective and seamless workflow, and work directly with SVB's Middle Office and Loan Closers to enable a timely and accurate loan booking process.
Primary Duties:
- Creation of all credit packages for new and existing facilities, including compilation of exhibits and drop-down fields.
- Creation of all amendments to in-flight credit packages.
- Engage with internal partners for all credit actions and serve as the liaison if questions or issues arise.
- Basic credit projections.
Bachelor's degree with 1 year of financial services or professional experience OR High School diploma or GED with 2-5 years of financial services experience.
Preferred Qualifications:
- Strong written and verbal communication skills with an ability to communicate effectively across business levels.
- Salesforce/CRM experience preferred.
- Self-starter, proactive and results oriented.
- Ability to identify and correct errors in data.
- Ability to collaborate with others in a fast-paced environment.
- Proficiency in using Microsoft Office Suite
First Citizens benefits programs are designed to meet our associates where they are in life. Full-time associates (20+ hours) are offered a comprehensive benefits program, with customized offerings, including those designed to support families, however defined. More information regarding our benefits offerings can be found here: https://jobs.firstcitizens.com/benefits.
#LI-DM1