This Operations Specialist I - Loan Doc Review

Overview

This is a hybrid role (after the initial training period), with the expectation that time working will regularly take place inside and outside of a company office.

This Operations Specialist I position on the Loan Doc Review team reviews loan documentation for accuracy for both Commercial and Consumer loans. Maintains Service Level Agreements for both Commercial and Consumer Loans. Handles verbal and written communication with internal loan officers. Facilitates processes and associate workflow while ensuring compliance with all applicable regulations and policies. Maintains records or systems crucial for business operations. Answers inquiries and resolves issues, updating department records or systems accordingly, in alignment with service standards and business

Responsibilities

• Service - Answers inbound communications to service accounts, fulfill requests, or address issues. Determines target needs and provides resolution while maintaining a high standard of service.
• Operational Support - Performs various operational tasks that occur during customer, vendor, and associate inquiries. Streamlines the workflow for other associates within the business unit through operational activities.
• Documentation - 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.
• Business Proficiency - 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.

Qualifications

High School Diploma or GED and 1 years of experience in Clerical or administrative

Additional Preferred Qualifications

• Experience reviewing both Commercial and Consumer loans for accuracy
• Experience with maintaining Service Level Agreements
• ALS system experience required
• Collateral Management System (CLS) system experience required
• Turbo Tracker experience required to track loan exceptions and notes

First Citizens benefits programs are designed to meet our associates where they are in life. Full-time associates (20+ hours) are offered a comprehensive benefits program, with customized offerings, including those designed to support families, however defined. More information regarding our benefits offerings can be found here: https://jobs.firstcitizens.com/benefits.