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Senior Operations Specialist

AT First Citizens Bank
First Citizens Bank

Senior Operations Specialist

Phoenix, AZ

Overview

This is a hybrid role with the expectation that time working will regularly take place inside and outside of a company office.

This Senior Operations Specialist leads operational support efforts in a highly automated loan accounting system for our Asset-Based Lending (ABL) portfolio at a high level of complexity and ability. Addresses escalated or time-sensitive issues, disputes, and requests to facilitate processes and associate workflow. Provides expertise and guidance to align daily activities with service standards and business goals. Identifies, recommends, and assists in implementing process improvements and changes. Aids management with special projects such as reporting or monitoring performance.

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Responsibilities

  • Service - Handles complex, escalated, or time-sensitive ABL issues and requests. Determines target needs and provides resolution while maintaining a high standard of service.
  • Operational Support - Performs various operational tasks and system updates for lines of credit that occur during customer, vendor, and associate inquiries. Streamlines the workflow for other associates within the business unit through operational activities. Identifies, communicates, and makes recommendations to address process inefficiencies.
  • Documentation - Handles and/or reviews loan documentation and client files associated with daily activities, which may include processing, reviewing, or distributing materials. Maintains and updates department records within several loan accounting systems
  • Business Expertise - Provides knowledge in the ABL space across internal and external business partners. Researches and maintains strong knowledge of any laws, regulations, and policies that affect specific job duties to produce work that is accurate, efficient, and compliant. Utilizes product, system, or process familiarity to resolve problems and handle customer requests
Qualifications

Bachelor's Degree and 0 years of experience in Operations or Customer Service OR High School Diploma or GED and 4 years of experience in Operations or Customer Service

Skill(s): Knowledge of Bank operations and regulatory or legal environments, loan documentation, Java based systems entry, Accounting principles

Additional Qualifications

  • Strong written and verbal communication skills
  • Prior experience in a client facing/client support position
  • Ability to work in a variety of systems


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.

Client-provided location(s): Phoenix, AZ, USA
Job ID: FCB-25721-en-us
Employment Type: Full Time

Perks and Benefits

  • Health and Wellness

    • Health Insurance
    • Dental Insurance
    • Vision Insurance
    • Life Insurance
    • Short-Term Disability
    • Long-Term Disability
    • FSA
    • HSA
    • HSA With Employer Contribution
    • Fitness Subsidies
    • Mental Health Benefits
    • Virtual Fitness Classes
  • Parental Benefits

    • Family Support Resources
    • Non-Birth Parent or Paternity Leave
    • Birth Parent or Maternity Leave
    • Adoption Leave
    • Fertility Benefits
  • Office Life and Perks

    • Commuter Benefits Program
  • Vacation and Time Off

    • Paid Vacation
    • Paid Holidays
    • Volunteer Time Off
    • Leave of Absence
  • Financial and Retirement

    • 401(K)
    • 401(K) With Company Matching
    • Financial Counseling
    • Profit Sharing
  • Professional Development

    • Access to Online Courses
    • Internship Program
    • Leadership Training Program
    • Promote From Within
  • Diversity and Inclusion

    • Diversity, Equity, and Inclusion Program
    • Employee Resource Groups (ERG)

Company Videos

Hear directly from employees about what it is like to work at First Citizens Bank.