Financial Analyst Coordinator

3 days ago


Phoenix, Arizona, United States First Citizens Bank Full time

Overview

First Citizens Bank: A Leading Financial Institution

We are First Citizens Bank, a top 20 U.S. financial institution with over $200 billion in assets. Headquartered in Raleigh, N.C., we have built a unique legacy of strength, stability, and long-term thinking that spans generations.

About the Role

We are seeking an experienced Credit Specialist to join our Global Fund Banking (GFB) team. As a key member of our portfolio management team, you will be responsible for producing loan approval packages and ensuring they meet SVB policies/procedures in terms of timeliness, completeness, consistency, and accuracy.

Key Responsibilities:

  • 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.
  • Engage with internal partners for all credit actions and serve as the liaison if questions or issues arise.
  • Basic credit projections.

Requirements:

  • 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.
  • 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.

Benefits

We offer a comprehensive benefits program designed to meet our associates where they are in life. Full-time associates (20+ hours) enjoy customized offerings, including those designed to support families, however defined.

Compensation

The estimated annual salary for this role is around $60,000 - $80,000 depending on location and experience.



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