Portfolio Management Analyst I- Global Fund Banking

First Citizens Bank•Phoenix, AZ

1d•Hybrid

About The Position

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. 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. Silicon Valley Bank’s Global Fund Banking (GFB) Team provides commercial banking services to venture capital and private equity firms. The Portfolio Management team is responsible for the timely and accurate processing of loan advances and paydowns as well as compliance reporting documentation review.

Requirements

Bachelor’s degree with 1 year of professional office/banking experience or High School diploma/GED with 2 years of experience
Proficient with Microsoft Office with an emphasis in SharePoint Online - experience pulling and analyzing data for reporting purposes
Proficient in navigating and applying procedural frameworks, able to escalate issues and follow-up appropriately
Strong organization and analytical skills in addition to the ability to work independently
Strong critical thinking, proactive and desire to collaborate with team
Excellent written and verbal communication skills to engage with business partners, leadership and clients on email and phone
Can develop strong working relationships with internal teams
Strong ability to multi-task job functions on high volume days, attention to detail
Adaptability in fast-paced, evolving environments

Responsibilities

Executing risk management controls for the Global Fund Banking lending portfolio.
Ensuring borrower compliance and availability for straight-forward loan advances.
Timely tracking and review of expected statements from borrowers.
Performing loan maintenance tasks.
Client outreach for advance and payment status updates and request clarifications.
Coordinating approval from Senior Credit Officers for draws requested from uncommitted balances.
Navigating a comprehensive set of procedures, accurately identifying and executing correct protocol for each situation.
Regular interaction with multiple Global Fund Banking teams as well as many other Business Partners throughout the bank.