Credit Specialist Portfolio Management

Overview

This is a hybrid role, with the expectation that time working will regularly take place inside and outside of our Phoenix office

Global Fund Banking (GFB) Credit Specialists enable a highly efficient commercial loan approval package production process for the GFB portfolio management team.  The Credit Specialist is responsible for producing all loan approval packages for GFB’s Venture Capital and Private Equity clients, ensuring they are completed and booked timely and with practices that meet SVB policies / procedures in terms of timeliness, completeness, consistency, and accuracy.

Responsibilities

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.

Primary Duties :

Creation of all credit packages for new and existing facilities, including compilation of exhibits.

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.

Qualifications

Bachelor’s degree with 1 year of financial services or professional experience OR High School diploma or GED with 2 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 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.

Company Description :

Founded in 1898 and headquartered in Raleigh, N.C., First Citizens Bank serves customers in 18 states and the District of Columbia. For over 100 years, customers have trusted First Citizens with their money … and their futures. Today, First Citizens is the largest family-controlled bank in the nation and the sixth-largest bank franchise headquartered in the Southeast with more than $30 billion in assets. We employ more than 6,000 associates who are focused on helping our customers achieve a lifetime of success. First Citizens operates more than 570 branches in Arizona, California, Colorado, District of Columbia, Florida, Georgia, Kansas, Maryland, New Mexico, Missouri, North Carolina, Oklahoma, Oregon, South Carolina, Tennessee, Texas, Virginia, Washington and West Virginia.

First Citizens Bank. Forever First®. Member FDIC.

Equal Opportunity / Affirmative Action Employer / Minority / Female / Disability / Veteran

If you need special assistance or an accommodation in applying for employment at First Citizens Bank, please contact our Human Resources department.