Credit Portfolio Manager

6 days ago


Phoenix, Arizona, United States First Citizens Bank Full time

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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