Senior Operations Specialist Global Loan Operations

4 weeks ago

Phoenix, United States First Citizens Bank Full time

Overview:

This Senior Operations Specialist Global Loan Operations position establishes the ongoing maintenance of commercial loans. Researches or reconciles complex information. Accountable for performing assigned functions efficiently while ensuring all regulations, procedures, and policies are adhered to. Works independently and has proven expertise that is applied to essential functions. Researches and 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. Aids management with special projects such as reporting or monitoring performance. Serves as a leader for less experienced specialists on the team through knowledge in the area of work.

*This is a hybrid position for individuals based in Arizona and able to commute to the Phoenix, AZ office once a month. Candidates must be in a commutable location from the Phoenix, AZ office*

Responsibilities:

Responsibilities

  • Boarding new commercial loans and modifications to loan accounting systems
  • Reviewing and understanding loan documents
  • Handling Letters of Credit boarding and maintenance
  • Reviewing accuracy of information or documents
  • Builds relationships with team and other internal clients and collaborates to resolve issues
  • Service - Handles complex, escalated, or time-sensitive issues and requests. Determines target needs and provides resolution while maintaining a high standard of service.
  • Operational Support - Performs various operational tasks 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 standard documentation and files associated with daily activities, which may include processing, reviewing, or distributing materials. Maintains and updates department records either physically or within a system.
  • Business Expertise - Provides knowledge in area of work. 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:

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

Additional Preferred Qualifications:

  • Commercial loan knowledge
  • Working within established procedures, processes and/or regulatory guidelines
  • Strong ability to multi-task, handle high volumes, and support cross-functional teams
  • Excellent written and verbal communication skills with ability to convey information
  • Strong attention to detail Critical thinking with the awareness to know when to challenge or question
  • Aptitude for following process and procedures
  • Thoroughness Technical Capacity/Ability to Work with Variety of Systems Problem Solving/Analysis
  • Accountability Time Management
  • Bachelors Degree desired and may be considered as 1-2 years overall experience

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