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CIT-Specialist IV - Financial Solutions Specialist

Company: First Citizens Bank
Location: Jacksonville
Posted on: November 25, 2022

Job Description:

Responsibilities:
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 application process, acting as a conduit between the partner and CIT for relevant transactional information; includes set up of deal and related parameters in CCEx
Review of all deal documents to ensure they are complete and correct, economics & pricing are appropriate
Coordination with Credit, BD, Legal, AMO, Corp INS and Tax to review and obtain necessary approvals on documentation/ deal parameters in preparation for funding or any mid-term modification/interruption requests
Efficient and accurate booking and funding of the deals through either a UCI load process, CCEX or manual booking template
Performs day-to-day activities that ensure effective management of all accounts and superior portfolio performance including minimal delinquencies/losses and meeting of EOT residual realization, where applicable
Manages application of cash and monitoring of unapplied expense accounts to ensure cash is posted timely
Reconciliations, reporting and completing portfolio analysis; working closely with all Finance groups to monitor and ensure that all activity is correctly reflected in the system. This includes responsibility for proper tax coding and lease classification.
Establishes strong working relationships with each partner to proactively resolve all issues; understanding of the partners internal processes;
Regular communications/meetings with partners and internal teams to gauge portfolio performance
Monitors and escalates changes in customer financial status and payment patterns through the loss mitigation process to mitigate losses for assigned portfolio
Qualifications:
BS/BA degree preferred - High School Diploma Required
3 + years inside sales or customer service support
Good working knowledge of finance structures and economics preferred
Committed, Self-Managed, Proactive, Critical Thinker and Problem Solver
Exceptional communication skills: Verbal and Written
Functions well independently and in a team orientated environment; ability to analyze large datasets and make independent decisions within scope of authority
Prioritize work and quickly evaluate a situation to find best solution for client and FCB
Strong organizational skills, detail oriented, ability to multi-task in fast-paced environment; project management skills are an asset
Advanced Excel skills - pivot tables, Vlookups & analyzing data
Strong prior relationship management and customer-centric mindset required, ability to educate vendor partners and internal departments on CIT processes
Infolease, PEGA and CCEx knowledge are an asset%17137366%

Keywords: First Citizens Bank, Jacksonville , CIT-Specialist IV - Financial Solutions Specialist, Other , Jacksonville, Florida

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