Loan Operations Specialist II - Hybrid (Raleigh/Phoenix)

First Citizens Bank; Raleigh (NC); Hybrid; USD 60,000 - 90,000; Full time

Job summary

First Citizens Bank is seeking a Loan Operations Specialist to support commercial and consumer loan booking, renewals, and modifications in a hybrid role. The position requires reviewing loan documents, ensuring accurate term establishment in core systems, and maintaining records to meet regulatory and policy standards.

Responsibilities include handling inquiries, streamlining operational tasks, and guiding less experienced teammates.

Qualifications

• Bachelor's Degree or High School Diploma or GED with 2 years in Financial Services or Operations Support.
• Experience in loan operations, booking, servicing or related banking ops.
• Experience reviewing loan documentation and credit approvals.
• Familiarity with loan accounting, booking or servicing systems like ALS, BOSS, MAX, OnBase or similar.
• Strong data entry accuracy and attention to detail.
• Strong organizational and time management skills in a deadline-driven environment.
• Ability to work independently and collaboratively in a team.
• Proficiency with Microsoft Office (Excel, Outlook, Word).

Responsibilities

• Answer inbound communications to service accounts and fulfill requests or resolve issues with high service standards.
• Perform various operational tasks and streamline workflow for others within the unit.
• Handle standard documentation and maintain department records in physical or system formats.
• Maintain knowledge of applicable laws, regulations, and policies to ensure accurate, efficient, and compliant work.

Skills

Data entry

Attention to detail

Time management

Independent work

Team collaboration

Education

Bachelor's degree

High School Diploma or GED

Tools

ALS (Automated Loan System)

BOSS

MAX

OnBase

Microsoft Office Suite

Job description

First Citizens Bank is seeking a Loan Operations Specialist to support commercial and consumer loan booking, renewals, and modifications in a hybrid role. The position requires reviewing loan documents, ensuring accurate term establishment in core systems, and maintaining records to meet regulatory and policy standards.

Responsibilities include handling inquiries, streamlining operational tasks, and guiding less experienced teammates.