Financial Spreading Specialist - Hybrid Banking Support

First Citizens; Raleigh (NC); Hybrid; USD 45,000 - 65,000; Full time

Benefits offered by this job

Benefits program

Job summary

First Citizens in Raleigh, NC is seeking a detail‑oriented operations support specialist to assist in spreading financial statements into our spreading software. The role requires interpreting complex financial data from personal and business statements and tax returns, and collaborating with analysts and underwriters.

The ideal candidate has strong accounting knowledge and solid communication skills, with a strong emphasis on accuracy.

Qualifications

• Bachelor's Degree and 0 years of experience in Support, or Operations, or Customer Service
• High School Diploma or GED and 4 years of experience in Support, or Operations, or Customer Service
• Additional Qualifications: Minimum of 6 hours of college level accounting; strong understanding of financial principles & concepts; good communication skills

Responsibilities

• Receive, evaluate, and spread appropriate financial statement data into spreading software.
• Interpret and understand personal and business financial data in financial statements, tax returns, and notes.
• Request any additional information needed to complete work requests per bank guidelines.
• Assist field associates, analysts and underwriters with industry information (NAICS Codes, RMA comparisons, etc.)

Skills

Detail oriented

Analytical skills

Education

Bachelor's Degree

High School Diploma or GED

Job description

First Citizens in Raleigh, NC is seeking a detail‑oriented operations support specialist to assist in spreading financial statements into our spreading software. The role requires interpreting complex financial data from personal and business statements and tax returns, and collaborating with analysts and underwriters.

The ideal candidate has strong accounting knowledge and solid communication skills, with a strong emphasis on accuracy.