SBA Servicing Specialist

Overview

This is a remote role that may only be hired in NC, SC, VA, GA, TX, AZ.

This position supports Bank products or services within SBA Lending, in the execution of advanced operating activities. This role is the primary point of contact for customers after an SBA loan closes. Works directly with FCB SBA borrowers to address issues and responds to inquiries that might arise post loan closing. Facilities post-closing loan disbursements which include educating customers on the required documentation as well as reviewing all documentation provided and confirming compliance with SBA requirements prior to loan disbursements. Other direct customer communication includes, but is not limited to, financial statement / information collection, insurance management (collection of updated insurance documentation as well claims), and timely payment collection. This position is also responsible to manage all ticklers associated with loans in their portfolio, including but not, limited to tax tracking / monitoring, insurance monitoring, financial statement monitoring, etc. Coordinates with FCB SBA Portfolio Manager on servicing action requests and facilitates the any necessary communication with the borrower. Performs data review of post close documentation (loan booking and closing) to ensure compliance in loan approval including FCB and SBA policies and procedures.

Responsibilities

• Account Servicing - Manages accounts, portfolios, or packages specific to line of business, including creation and termination. Performs data entry, processing, and documentation. Ensures accuracy and compliance with all rules and regulations.
• Operations - Performs various operational tasks that occur during customer, vendor, and / or associate inquiries.
• Service & Support - Develops relationships with customers, associates, or vendors to achieve business goals and streamline service experience. Determines target needs and provides resolution. May handle escalated and complex support issues.
• Business Proficiency - Provides knowledge in area of work. Assists in troubleshooting for both internal and external parties. May assist in promotion and distribution of Bank products or services.

Qualifications

Bachelor's Degree and 0 years of experience in Support, or Operations, or Customer Service OR High School Diploma or GED and 4 years of experience in Support, or Operations, or Customer Service

Preferred Qualifications

Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https : / / jobs.firstcitizens.com / benefits.

Company Description :

Founded in 1898 and headquartered in Raleigh, N.C., First Citizens Bank serves customers in 18 states and the District of Columbia. For over 100 years, customers have trusted First Citizens with their money … and their futures. Today, First Citizens is the largest family-controlled bank in the nation and the sixth-largest bank franchise headquartered in the Southeast with more than $30 billion in assets. We employ more than 6,000 associates who are focused on helping our customers achieve a lifetime of success. First Citizens operates more than 570 branches in Arizona, California, Colorado, District of Columbia, Florida, Georgia, Kansas, Maryland, New Mexico, Missouri, North Carolina, Oklahoma, Oregon, South Carolina, Tennessee, Texas, Virginia, Washington and West Virginia.

First Citizens Bank. Forever First®. Member FDIC.

Equal Opportunity / Affirmative Action Employer / Minority / Female / Disability / Veteran

If you need special assistance or an accommodation in applying for employment at First Citizens Bank, please contact our Human Resources department.