Corporate Banking Credit Solutions Associate II
4 weeks ago
This is a hybrid role, with the expectation that time working will regularly take place inside and outside of a company office.
As a Corporate Banking Credit Solutions Associate II at First Citizens Bank, you will be part of a team that provides creative late-stage and leveraged capital solutions to Corporate Banking clients in the technology sector.
Key Responsibilities- Underwriting and Process Management
- Manage corporate and leveraged transaction processes from new opportunity introduction to loan closing;
- Review target company provided and 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;
- 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;
- Utilize analysis and independent judgment to generate recommendations to Directors/MDs;
- Assist coordination and execution with Syndications and Relationship Management partners;
- Oversee the loan closing process.
- Reporting and Portfolio Management
- 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 quarterly portfolio review/analysis.
- External and Other Responsibilities
- 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.
- A minimum of 2 years of related experience or High School diploma or GED with a minimum of 6 years of related experience;
- Preferred Qualifications: Bachelor's degree or equivalent related experience;
- Strong understanding of financial accounting with financial modeling experience;
- 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.
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