Service Handles complex, escalated, or time sensitive issues and requests. Determines target needs and provides resolution while maintaining a high standard of service. Operational Support Performs various operational tasks that occur during customer, vendor, and associate inquiries. Streamlines the workflow for other associates within the business unit through operationa

We are seeking a passionate and dynamic Lead Credit Reporting Analyst to work on the Portfolio Analytics Reporting team. The candidate must demonstrate strong initiative, ownership, passion as well as excellent management, teamwork, and problem solving skills. Reporting directly to the Manager of Portfolio Analytics, the Lead Credit Reporting Analyst will be responsible f

Primary Duties Coach and provide guidance to reporting analysis to the reporting process of credit related to disclosure. Reviewing supporting documents for submission to the Regulatory Reporting team including the Call report, FR Y9C, FR Y14s. Liaise with Accounting Policy, Regulatory Reporting, and Data Governance team to perform research, analysis and implementation of

Sales Promotes investment products and services through a variety of sales techniques. Utilizes a personalized planning based sales approach to understand client's goals and financial needs followed by recommending appropriate solutions. Actively and consistently partners with internal associates to generate referrals. Client Service Meets with clients and prospects to up

Coordination and vendor management of outside collection agency activity and debt sales portfolio management. Account Analysis Analyzes documentation and information within a portfolio account. Reviews system notes, loan history, and other relevant case information prior to initiating foreclosure actions. Ensures completeness and accuracy of included documentation. May in

Support Responsible for proactive administrative, logistical, and technical support, assessing and resolving issues that affect daily operations. Ensures functionality and accessibility of office equipment, supplies, and facilities. Coordinates special projects and acts as a department representative within the Bank. Documentation Prepares and maintains a variety of recor

We are seeking a passionate and dynamic Lead Credit Reporting Analyst to work on the Portfolio Analytics Reporting team. The candidate must demonstrate strong initiative, ownership, passion as well as excellent management, teamwork, and problem solving skills. Reporting directly to the Manager of Portfolio Analytics, the Lead Credit Reporting Analyst will be responsible f

The essential functions of the job include, but are not necessarily limited to, the following Proactively engaging customers in conversation about their financial needs Opening deposit accounts and ancillary banking products Facilitating customer awareness and education of bank services, including digital banking capabilities Introducing customers to other branch team mem

The position will be responsible for monitoring and managing a portfolio of 20 to 25 loans. This includes Perform quarterly and annual reviews for Credit Maintain and update loan grading and Risk Ratings using Moody's CMM Develop upgrade and downgrade triggers Monitor compliance with loan covenants and major loan terms Responsible for Tickler tracking and Borrower reporti

Works with the BU and various functional teams for the onboarding of new relationships/structures including due diligence (coordination with Legal, Credit and Compliance) and establishment of efficient process/workflows Full understanding of the deal structure, program parameters and supporting documentation required Efficiently and effectively manages the credit applicat

Overseeing the monitoring, management and reporting functions related to the Community Development Finance team's lending and EQ2 portfolios so that the Bank's CRA lending and EQ2 facilities are managed prudently and in line with the values of First Citizens Bank. In addition to portfolio management oversight, the Director is responsible for training and nurturing the car

Sales Achieve individual and/or team financial, production and relationship results relative to the specific metrics and goals assigned. Engage with customers, prospects and referral sources through proactive outreach. Represent the Bank in the community for the purpose of generating additional business and identifying potential CRA opportunities for the Bank. Team Manage

Ongoing Sales Support Provide ongoing sales support to Lenders which includes identifying sales and cross sell opportunities, maintaining prospect lists, etc. Documentation Support and Accuracy Originates, processes, and ensures accuracy of loan documentation for closings. This includes entering financial information into the loan system, BOSS, and ensuring that all neces

The essential functions of the job include, but are not necessarily limited to, the following Engaging customers in conversation to understand their banking needs and preferences Processing transactions accurately and efficiently Providing assistance with account servicing needs Facilitating customer awareness and education of bank services, including digital banking capa

The essential functions of the job include, but are not necessarily limited to, the following Engaging customers in conversation to understand their banking needs and preferences Processing transactions accurately and efficiently Providing assistance with account servicing needs Facilitating customer awareness and education of bank services, including digital banking capa