Overview

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

• Debt process management - manage with VP guidance corporate and leveraged transaction processes from new opportunity introduction to loan closing;
• Due Diligence - review target company provided / publicly available materials, including historical financials, management presentations, CIMs, and 3rd party materials; assist with generating diligence request lists to cover questions arising from review of materials while identifying gaps in provided information;
• Credit Memorandums - create credit memorandums to drive credit approval for new opportunities;
• Prepare financial models accurately based off of company projections;
• Prepare loan packages for approvals, including utilization of existing bank systems;
• Assist in document negotiation;
• Utilizes analysis and independent judgment to generate recommendations to Directors/MDs;
• Assist coordination / execution with Syndications and Relationship Management partners;
• Oversee the loan closing process.

• Act as lending liaison for portfolio companies with guidance from VP;
• Ensure timely and accurate reporting from portfolio companies;
• Assist any amendment/M&A processes for portfolio companies;
• Research and analyze information as directed;
• Oversee portfolio database as well as quarter portfolio review/analysis.

• Coordination with RM partners to develop materials required to evaluate, pitch and execute debt opportunities;]
• Participation on diligence calls with prospects and portfolio companies. Takes notes on material updates and opportunities;
• Mentor and train ADP.

• Highly proficient at researching information and gathering pertinent items to identify trends / anomalies.
• Strong understanding of financial accounting with financial modeling experience.
• Strong organization and attention to details ensuring all documentation is complete and accurate.
• Excellent communication skills capable of explaining information in a clear and concise manner and adapting delivery depending on the audience and influencing decisions in the best interest of the client.
• Professional, thorough, and organized with strong follow-up skills.
• Excels in a team environment and proactively collaborates and acts as a leader with others to serve clients.
• Demonstrates initiative, a commitment to continuous learning, and the ability to adapt to changing demands and requirements.
• Responds positively and quickly to constructive feedback.