Operations Specialist Lead (Loan Ops) Hybrid

First Citizens BankRaleigh, NC
Hybrid

About The Position

This is a hybrid role, with the expectation that work time will regularly take place inside and outside of a company office. We are looking for candidates who live within a commutable drivable distance to our offices in Raleigh, NC or Phoenix, AZ. This position provides advanced operational support for a business unit in the execution of daily activities. Facilitates processes and workflows while ensuring compliance with all applicable regulations and policies. Maintains records and/or systems crucial for business operations. Answers inquiries and resolves issues, updating department records or systems accordingly, in alignment with service standards and business goals. Assists in the identification of process inefficiencies or opportunities for improvement. Is a subject matter expert in their daily responsibilities. May guide less experienced specialists on the team through knowledge in the area of work.

Requirements

  • Bachelor's Degree and 1 years of experience in Financial Services or Operations Support OR High School Diploma or GED and 5 years of experience in Financial Services or Operations Support
  • Detail oriented
  • Able to multitask
  • Able to function in a fast-paced, deadline driven environment with minimal oversight.
  • Able to work independently on assigned duties while successfully collaborating in a team-friendly environment.
  • Strong organizational and time management skills
  • Proficiency in Microsoft Office Suite (Excel, Outlook, Word)

Nice To Haves

  • Experience with commercial loan documentation
  • Working knowledge of loan servicing systems (OnBase & Boss)

Responsibilities

  • Develops and maintains relationships with customers, associates and vendors to achieve business goals and streamline service experience.
  • Answers inbound communications to service accounts, fulfill requests, or address issues.
  • Determines client needs and provides resolution while maintaining a high standard of service.
  • Identifies appropriate course of action for more complex issues or disputes.
  • Performs various operational tasks that occur during customer, vendor, and associate inquiries.
  • Performs complex data entry, processing and documentation.
  • Identifies and communicates process inefficiencies.
  • May offer recommendations for process improvements.
  • Handles standard documentation associated with daily activities, which may include processing, reviewing, or distributing materials.
  • Maintains and updates department records either physically or within a system.
  • 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.
  • May offer guidance and direction to less experienced specialists through knowledge in area of work.

Benefits

  • Competitive, thoughtfully designed and quality benefits program
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