Credit Portfolio Manager
6 days ago
Overview:
This is a hybrid role, with the expectation that time working will regularly take place inside and outside of our Tempe office. Our bank offers you the strength and stability of a diversified financial institution with a 125-year tradition of service and a personalized approach.
We help personal, business, commercial, and wealth clients build financial strength that lasts. Headquartered in Raleigh, N.C., we have built a unique legacy of strength, stability, and long-term thinking that has spanned generations. We offer 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 across the country. Our parent company, First Citizens BancShares, Inc. (NASDAQ: FCNCA), is a top 20 U.S. financial institution with more than $200 billion in assets.
Responsibilities:
- Global Fund Banking 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.
- Engagement with internal partners for all credit actions and serving as the liaison if questions or issues arise.
- Basic credit projections.
Salary: $60,000 - $80,000 per year, based on experience
Qualifications:
- 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.
Benefits: First Citizens Bank offers a comprehensive benefits program designed to meet our associates' needs, including customized offerings for families, health, and wellness.
Location: Tempe, AZ
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