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About the Role
This position is responsible for managing, servicing, and developing commercial or business banking relationships in an assigned area. It supports the ongoing financial and credit quality assessment needs of a mature portfolio through prescribed servicing and sales processes, identifying client needs and recommending solutions. The role focuses on building strong client relationships, providing value, and maximizing sales revenue.
Responsibilities
- Monitors portfolio for completeness of documentation, accuracy of credit grading, and potential exposures.
- Processes line renewals and new requests as per loan approval servicing requirements.
- Performs other tasks related to the servicing and management of assigned portfolio.
- Maintains ongoing communication and contact with assigned commercial and business loan clients.
- Fortifies relationships and monitors client satisfaction.
- Conducts a needs assessment session at least once a year to identify additional banking or financial needs.
- Sells Bank loans and deposits through a variety of sales techniques.
- Focuses on relationship-based sales, consulting closely with clients to determine and meet their financial needs.
- Generates referrals from existing clients and business networks.
- Monitors loans for payment status.
- Works with delinquent clients to collect past due payments.
Requirements
- Skilled in credit analysis, underwriting, and servicing business and commercial loans required.
Skills
- Credit analysis
- Credit underwriting
- Servicing business and commercial loans
Location
- California
Work Type
- Full-time
Experience Level
- 8 years of experience in Credit Analysis and Credit Underwriting
- 12 years of experience in Credit Analysis and Credit Underwriting
Education Level
- Bachelor's Degree
- High School Diploma or GED
Salary/Compensations
- $143,739.00 - $191,652.00
Benefits
- Competitive, thoughtfully designed, and quality benefits program.
About the Company
- First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates.