Commercial Credit Specialist I - Global Fund Banking

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

First Citizens Bank helps personal, business, commercial and wealth clients build financial strength that lasts. Headquartered in Raleigh, N.C., First Citizens has built a unique legacy of strength, stability and long-term thinking that has spanned generations. First Citizens offers an array of general banking services including a network of more than 550 branches in 23 states and commercial banking expertise delivering best-in-class lending, leasing and other financial services coast to coast. Parent company First Citizens BancShares, Inc. (NASDAQ: FCNCA) is a top 20 U.S. financial institution with more than $200 billion in assets.

Together, Silicon Valley Bank and First Citizens offer you the strength and stability of a diversified financial institution with a 125-year tradition of service and the personalized approach of a nimble financial partner.

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. 

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.

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

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