Hybrid Loan Operations Specialist II

First Citizens Bank; Raleigh (NC); Hybrid; USD 55,000 - 75,000; Full time

Job summary

First Citizens in Raleigh, NC is seeking a Hybrid Loan Operations Specialist to support loan validation, booking, and modifications within a compliant, efficient team. You will review loan documents, establish terms in core systems, and help maintain records critical to service delivery.

The role requires a Bachelor's or equivalent experience in Financial Services or Operations, with strong data entry, MS Office proficiency, and a collaborative, deadline-driven mindset.

Qualifications

• Minimum education: Bachelor's Degree or High School Diploma/GED with 2 years in Financial Services or Operations Support.
• Strong data entry skills with high accuracy and attention to detail.
• Excellent organizational and time management abilities for handling multiple priorities.
• Proficiency in Microsoft Office Suite (Excel, Outlook, Word).

Responsibilities

• Service - Answers inbound communications to service accounts, fulfills requests, or addresses issues; provides resolution with high service standard.
• Operational Support - Performs tasks during inquiries; streams workflow and identifies process inefficiencies; suggests improvements.
• Documentation - Handles standard documents, processes, reviews, or distributes materials; maintains department records.
• Business Proficiency - Applies knowledge of laws, regulations, and policies to produce accurate, efficient, compliant work.

Skills

Data entry

Time management

Attention to detail

Organization

Teamwork

Independence

Microsoft Office

Education

Bachelor's Degree

High School Diploma or GED

Tools

ALS (Automated Loan System)

BOSS

MAX

OnBase

Job description

First Citizens in Raleigh, NC is seeking a Hybrid Loan Operations Specialist to support loan validation, booking, and modifications within a compliant, efficient team. You will review loan documents, establish terms in core systems, and help maintain records critical to service delivery.

The role requires a Bachelor's or equivalent experience in Financial Services or Operations, with strong data entry, MS Office proficiency, and a collaborative, deadline-driven mindset.