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Sales Achieve individual and/or team financial, production and relationship results relative to the specific metrics and goals assigned. Engage with customers, prospects and referral sources through proactive outreach. Represent the Bank in the community for the purpose of generating additional business and identifying potential CRA opportunities for the Bank. Team Management Manage performance an
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Ongoing Sales Support Provide ongoing sales support to Lenders which includes identifying sales and cross sell opportunities, coordinating materials for presentations, setting up sales calls as needed, maintaining prospect lists and making joint calls as required. Documentation Support and Accuracy Originates, processes and ensures accuracy of loan documentation for closings. This includes enterin
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Underwriting Underwrites new and renewal credits according to applicable Bank and SBA 7a regulations, procedures, and guidelines. Reviews financial statements, communicates with clients or prospects, and performs analysis to recommend credit grades and appropriate loan structuring. Prepares loan approval forms and credit memo documents to communicate underwriting outcome. Analysis Sources, compile
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Sales Achieve individual and/or team financial, production and relationship results relative to the specific metrics and goals assigned. Sales results should align with the needs of the community and ultimately support the organizational commitment to diverse lending. Engage with customers, prospects and referral sources through proactive outreach. When appropriate, represents the Bank in the comm
Posted Today
Ongoing Sales Support Provide ongoing sales support to Lenders which includes identifying sales and cross sell opportunities, coordinating materials for presentations, setting up sales calls as needed, maintaining prospect lists and making joint calls as required. Documentation Support and Accuracy Originates, processes and ensures accuracy of loan documentation for closings. This includes enterin
Posted Today
ly reviews and scores calls in the course of Collections, Loss Mitigation and Recovery in a multi product environment. Evaluates performance of collection associates to ensure compliance with applicable regulations, call standards, policies, and procedures. Scores calls and written correspondence and provides coaching and training to help associates achieve quality and productivity goals. Assists
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Sales Achieve individual and/or team financial, production and relationship results relative to the specific metrics and goals assigned. Sales results should align with the needs of the community and ultimately support the organizational commitment to diverse lending. Engage with customers, prospects and referral sources through proactive outreach. When appropriate, represents the Bank in the comm
Posted Today
First Citizens Bank
- Columbia, SC / Raleigh, NC
Mortgage Processing Verifies the accuracy and completion of all documentation or information necessary for loan closings. Assists in scheduling loan closings and answers questions regarding the mortgage loan process. Places closing conditions on the file and prepares approved loans for the Closing Department. Submits loans recommended for decline to second level review and issues adverse action no
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Sales Achieve individual and/or team financial, production and relationship results relative to the specific metrics and goals assigned. Sales results should align with the needs of the community and ultimately support the organizational commitment to diverse lending. Engage with customers, prospects and referral sources through proactive outreach. When appropriate, represents the Bank in the comm
Posted Today
Sales Achieve individual and/or team financial, production and relationship results relative to the specific metrics and goals assigned. Sales results should align with the needs of the community and ultimately support the organizational commitment to diverse lending. Engage with customers, prospects and referral sources through proactive outreach. When appropriate, represents the Bank in the comm
Posted Today
Sales Achieve individual and/or team financial, production and relationship results relative to the specific metrics and goals assigned. Sales results should align with the needs of the community and ultimately support the organizational commitment to diverse lending. Engage with customers, prospects and referral sources through proactive outreach. Represent the Bank in the community for the purpo
Posted Today
Sales Achieve individual and/or team financial, production and relationship results relative to the specific metrics and goals assigned. Represent the Bank in the community for the purpose of generating additional business and identifying potential CRA opportunities for the Bank. Engage in sales practices that are aligned to create value for both the customer and the bank. Service Standards Foster
Posted Today
First Citizens Bank
- Columbia, SC / Raleigh, NC
Appraisal Ordering Coordinates the daily ordering and review of appraisals through a centralized system. Orders and oversees external appraisals through third party vendors. Compliance Review Performs reviews of real estate appraisals and evaluations to ensure compliance with all regulatory requirements as well as internal policies, standards, and procedures. May source missing information or esca
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Service Standards Foster collaborative partnerships that deliver value for customers, prospects and colleagues. Initiate conversation to uncover sales or referral opportunities. Listen attentively and ask insightful questions to understand customer needs and preferences; and take prompt actions to address immediate needs. Proactively look for way to optimize performance by seeking coaching, suppor
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Accounting & Reporting Oversight Manages teams, projects, and accounts for assigned functional areas. Oversees daily activities and participates in special initiatives such as implementation of new regulatory requirements, mergers, acquisitions, and conversions. Develops analysis and reporting methods for the work group. Tests business continuity plans and manages the internal control review proce
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