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FC
First Citizens Bank
Senior Operations Specialist (Syndication Commercial Loans)
Entry-Level JobVerifiedNo experience needed
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Based on North Carolina data
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What they do
A Financial Operations Specialist specializes in foreseeing or carrying out financial transactions or other routine operations that are influenced by compliance needs. Requires some knowledge of accounting, billing, customer service and contracts. Helps businesses and their customers resolve financial billing and reconciliation issues.
$79,222 / year median in North Carolina
-2% projected decline
Job Description
Senior Operations Specialist (Syndication Commercial Loans) First Citizens Bank United States, North Carolina, Charlotte Aug 26, 2026
Overview This is a hybrid role, with the expectation that work time will regularly take place inside and outside of a company office. We are looking for candidates who live within a commutable drivable distance to our offices in Charlotte, SC, Danville, VA, Phoenix, AZ and Raleigh, NC. The Senior Operations Specialist is responsible for post close loan administration of large syndicated cashflow participation deals, delivering multifaceted support services for our business partners. Responsibilities & Qualifications Loan servicing knowledge
Contact person responsible for all ongoing daily activity and reconciliation issues associated with assigned portfolio of approximately 60-80 deals
Monitor customer borrowings, payments, and rate setting activities
Contact agents regarding maturing loans for renewal or repayment
Process loans, deposits, commitment, and Letter of Credit facilities for cashflow deals
Process any amendment transactions by updating Loan IQ, calculating applicable fees, and applying any associated fees and/or cost allocations
Calculate quarterly and monthly fees and interest, reconciling amounts with agent banks
Monitor and reconcile any past due, suspense or account receivable items, notifying account manager of any true delinquencies
Process all trading activity on portfolio, preparing funding memos and standard bank confirmations when necessary
Process customer audit confirmations in a timely manner
Accountable to administer all loans in accordance with the terms of governing documents, relevant legislation, and company policy
Support management with various inquiries and audits Additional Information Bachelor's Degree and 0 years of experience in Accounting or Finance OR High School Diploma or GED and 4 years of experience in Accounting or Finance.