Investment Operations Specialist
2 weeks ago
This position supports Community Development Finance (CDF) investment closing and servicing by performing a variety of operational, processing, and quality control functions. Specialist II will build relationships with tax-credit syndicators and borrowers and collaborate with internal and external partners.
Responsibilities- Investment Closing - Tracks deal closing status, monitors receipt of all required investment closing due diligence items, final documentation, closing compliance, funding, and other closing steps for LIHTC and Other CRA investments executed by the CDF team. Coordinates with underwriter and Bank's legal counsel to ensure timely and accurate closing and funding.
- Customer Service - Answers inbound communications to service accounts, fulfill requests, or address issues. Determines target needs and provides resolution while maintaining a high standard of service.
- Operational Support - Performs various operational tasks that occur during customer and associate inquiries. Streamlines the workflow for other associates within the business unit through operational activities.
- KYC/AML Expertise - Collects and reviews deal party formation documentation, organizational charts and applicable entity documents for KYC submission and approval.
- Documentation - Handles standard documentation associated with daily activities, which may include processing, reviewing, or distributing materials. Maintains and updates department records within a system.
- Business Proficiency - Provides knowledge in area of work. Reviews and maintains 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
Bachelor's Degree and 1 years of experience in Real Estate Investments, Closing/Servicing/Processing, Operations Support OR High School Diploma or GED and 4 years of experience in Real Estate Investments, Closing/Servicing/Processing, Operations Support
Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits.
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