Hybrid: Syndicated Loans Operations Lead

First Citizens Bank; Charlotte (NC); Hybrid; USD 28,000 - 37,000; Full time

Job summary

First Citizens Bank seeks a detail‑oriented loan services professional to manage daily activities for a portfolio of 60–80 deals. Responsibilities include monitoring payments, renewals, and fee calculations, while ensuring compliance with governing documents and regulatory requirements.

Ideal candidates hold a Bachelor’s in accounting/finance or equivalent experience, with strong communication skills and proficiency in Loan IQ and Microsoft Office to support audits and inquiries.

Qualifications

• Bachelor’s degree or higher in accounting/finance or related field required.
• Experience in loan servicing or commercial lending preferred.
• Strong numerical and analytical abilities with attention to detail.

Responsibilities

• Manage daily loan servicing activities for a portfolio of loans.
• Monitor payments, rate settings, and renewal or repayment terms.
• Process amendments and fees with accurate calculations.
• Prepare funding memos and bank confirmations as needed.
• Support audits and inquiries with proper documentation.

Skills

Commercial syndicated loan experience

Bank operations knowledge

Financial operations experience

Strong communication

Loan IQ

Microsoft Office

Education

Bachelor's degree in accounting or finance

High School diploma or GED

Tools

Loan IQ

Microsoft Office

Job description

First Citizens Bank seeks a detail‑oriented loan services professional to manage daily activities for a portfolio of 60–80 deals. Responsibilities include monitoring payments, renewals, and fee calculations, while ensuring compliance with governing documents and regulatory requirements.

Ideal candidates hold a Bachelor’s in accounting/finance or equivalent experience, with strong communication skills and proficiency in Loan IQ and Microsoft Office to support audits and inquiries.