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Community Association Banking Portfolio Manager First Citizens Bank Overview This position manages the Community Association Banking ("CAB") loan portfolio in compliance with Bank Policy as well as all related Federal, State and Industry laws and regulations pertaining to Banking. Responsible for ensuring approved loans are structured according to credit approvals, that borrowers maintain compliance with loan covenants, compose load modifications as needed as well as work with credit to monitor on-going credit quality. Responsible for the the sound structuring of new and existing CAB loans, loan modifications, and other agreements. Responsibilities
Research - Maintains a strong knowledge of banking services, as well as knowledge of the CAB industry and markets served. Conducts and documents fundamental and relative value research. Utilizes results to deliver specific, insightful, and timely credit research opinions. Builds relationships with external sources to support research efforts.Portfolio Management - Reviews and monitors the credit quality of both existing and new CAB loan opportunities. Works with credit analysts to ensure proper underwriting and may perform underwriting functions as needed. Reviews and approves CAB loan draw requests and assigns new loans to CAB Loan Assistants. Works with Regional Account Executives (RAEs), Sales Assistants, Analysts, the Underwriting Manager and Loan Assistants to coordinate the due diligence process including the review of reserve study reports, third-party prepared financial statements, third party vendor contracts, special assessment reconciliation reports and property site inspections.Loan Structuring and Documentation - Holds "pre-construction" conference calls for loans over a pre-determined amount with new borrowers and their PMC's before each loan closing to review the anticipated funding process. Assists in the reviewing of legal agreements and works with outside council and other internal business partners to ensure that legal documents are prepared correctly.Business Support - Identifies and pursues opportunities to grow CAB Lending relationships with other bank groups including Treasury Management, Private Banking and Wealth Management. Seeks and acts on referrals from client companies and makes referrals to other business groups such as Private Banking, Wealth Management, Treasury Management and Retail, when possible. Collaborates with internal business partners to ensure compliance with CAB Lending policies and practices and regulatory statutes at the relationship level.Reporting - Monitors and tracks the financial conditions of client borrowers and prepares and presents status reports to senior management on a regular basis. This includes the regular reassessment of risk ratings, and the documentation of changes in credit risk ratings when appropriate. Completes and reports on monthly SAG analysis for all watch list/adversely graded credits. Monitors/updates monthly DQ and Construction Funding Reports.Qualifications Bachelor's Degree and 2 years of banking experience OR High School Diploma or GED and 6 years of banking experience Preferred Qualifications: HOA Industry experience Phoenix, AZ, US, 85003Posted a day ago CAB/HOA Community Association Banking-Business Client Solutions Representative. First Citizens Bank This position is responsible for building and expanding Community Association Banking relationships. . You will serve as a trusted advisor to Property Management Companies PMC's, offering financial products and services to meet their unique needs and support their financial goals. In this role you will act as the primary point of contact for Property Management Companies, understanding their financial needs and providing personalized banking solutions. You will have a dedicated portfolio of clients with balances greater than $5 million. This role partners with Relationship Sales Officers (RSO's) in the Community Association Banking Division. Phoenix, AZ, US, 85003Posted a day ago Accountant. Job Juncture Review classification of expenses in the general ledger report and prepare necessary adjustments in accordance with generally accepted accounting principles (GAAP) Implement process improvements/efficiencies; perform financial analysis Communicate and work collaboratively with corporate departments and area operations and administration Assist with various audit tasks, including providing support and/or documentation for internal and external audit and various ad-hoc reports as needed Identify and help to implement process improvements/efficiencies within the accounting department Qualifications: Bachelors degree in accounting or related field is required 1-3 years of accounting experience SAP experience is strongly preferred Strong computer proficiency, specifically in Microsoft Office Suite Strong organizational and interpersonal skills Ability to multi-task and accomplish all assignments timely, independently, and against aggressive deadlines Why is This a Great Opportunity: Firm is highly reputable and growing. Has shown steady growth demonstrating financial stability. Provides a fine benefit package in addition to listed salary. Excellent opportunity for growth in responsibilities and financial rewards. Salary Type : Annual Salary Salary Min : $ 46000 Salary Max : $ 64500 Currency Type : USD Arizona City, AZ, US, 85123Posted 2 days ago Licensed Insurance Agent. HealthMarkets Insurance Agency If you’re looking for an exciting opportunity where you can change people’s lives and achieve financial success as an independent insurance agent, you’ve come to the right place. Becoming an independent insurance agent with HealthMarkets is an opportunity unlike any other. HealthMarkets offers agents the resources and support they need to grow their businesses and succeed in the industry, all while making a difference in people’s lives. Tucson, AZ, USPosted 2 days ago Concentrator Operator C. ASARCO LLC A core value of ASARCO LLC is “Safety First.” The Company is committed to help employees continuously improve their efforts to work in the most safe, inclusive, socially, and environmentally responsible manner practicable. Employee safety and health, both on and off the job, are critically important to the Company. Therefore, ASARCO LLC requires employees to have and effectively demonstrate good working knowledge of modern safety systems. Each employee will take prime responsibility for ensuring that s/he works within all required safety procedures and processes. Hayden, AZ, US, 85135Posted 2 days ago Financial Consultant.Empower As a Financial Consultant (Retirement Consultant) you will be part of our growing Empower Personal Wealth sales team, providing support to our customers at key life moments. Our Financial Consultants provide guidance on available account options for our customer’s retirement savings goals, such as 401K and IRA products. At Empower, we believe in owning your career. New Financial Consultants will have the opportunity to promote to a Senior Financial Consultant, increasing your overall income potential. The compensation package includes a base salary plus incentive compensation, creating the opportunity to earn a generous paycheck. The incentive compensation component will be variable and tied to specific sales related goals set by Empower. Gilbert, AZ, US, 85296Posted 2 days ago Client Financial Specialist. MPI Unlimited As an Client Financial Specialist, your pivotal role will involve driving exceptional customer service and fostering strong client connections. You will collaborate seamlessly with agents and underwriters to ensure accurate and timely underwriting processes, setting the stage for success. Gilbert, AZ, US, 85234Posted 2 days ago SVB - Relationship Service Advisor- Global Fund Banking. First Citizens Bank First Citizens Bank helps personal, business, commercial and wealth clients build financial strength that lasts. Headquartered in Raleigh, N.C., First Citizens has built a unique legacy of strength, stability and long-term thinking that has spanned generations. First Citizens offers an array of general banking services including a network of more than 550 branches in 23 states and commercial banking expertise delivering best-in-class lending, leasing and other financial services coast to coast. Parent company First Citizens BancShares, Inc. (NASDAQ: FCNCA) is a top 20 U.S. financial institution with more than $200 billion in assets. Phoenix, AZ, US, 85003Posted 9 days ago Associate Underwriter (General Casualty) James River Management Company James River Group Holdings, Ltd. is a Bermuda-based insurance holding company which owns and operates a group of specialty insurance and reinsurance companies. The Company operates in two specialty property and casualty insurance segments: Excess and Surplus Lines and Specialty Admitted Insurance. The Company tends to focus on accounts associated with small or medium-sized businesses in each of its segments. Each of the Company's regulated insurance subsidiaries are rated "A-" (Excellent) by A.M. Best Company. Scottsdale, AZ, US, 85261Posted an hour ago Relationship Banker I - Marana. Vantage West Credit Union Responsible for providing accurate, professional and prompt Member service while performing a variety of financial transactions. Maintains knowledge on all related products, services, and promotions to effectively create cross-sale opportunities based on member needs. Marana, AZ, US, 85653Posted an hour ago Description
Overview This position manages the Community Association Banking ("CAB") loan portfolio in compliance with Bank Policy as well as all related Federal, State and Industry laws and regulations pertaining to Banking. Responsible for ensuring approved loans are structured according to credit approvals, that borrowers maintain compliance with loan covenants, compose load modifications as needed as well as work with credit to monitor on-going credit quality. Responsible for the the sound structuring of new and existing CAB loans, loan modifications, and other agreements. Responsibilities
Research - Maintains a strong knowledge of banking services, as well as knowledge of the CAB industry and markets served. Conducts and documents fundamental and relative value research. Utilizes results to deliver specific, insightful, and timely credit research opinions. Builds relationships with external sources to support research efforts.Portfolio Management - Reviews and monitors the credit quality of both existing and new CAB loan opportunities. Works with credit analysts to ensure proper underwriting and may perform underwriting functions as needed. Reviews and approves CAB loan draw requests and assigns new loans to CAB Loan Assistants. Works with Regional Account Executives (RAEs), Sales Assistants, Analysts, the Underwriting Manager and Loan Assistants to coordinate the due diligence process including the review of reserve study reports, third-party prepared financial statements, third party vendor contracts, special assessment reconciliation reports and property site inspections.Loan Structuring and Documentation - Holds "pre-construction" conference calls for loans over a pre-determined amount with new borrowers and their PMC's before each loan closing to review the anticipated funding process. Assists in the reviewing of legal agreements and works with outside council and other internal business partners to ensure that legal documents are prepared correctly.Business Support - Identifies and pursues opportunities to grow CAB Lending relationships with other bank groups including Treasury Management, Private Banking and Wealth Management. Seeks and acts on referrals from client companies and makes referrals to other business groups such as Private Banking, Wealth Management, Treasury Management and Retail, when possible. Collaborates with internal business partners to ensure compliance with CAB Lending policies and practices and regulatory statutes at the relationship level.Reporting - Monitors and tracks the financial conditions of client borrowers and prepares and presents status reports to senior management on a regular basis. This includes the regular reassessment of risk ratings, and the documentation of changes in credit risk ratings when appropriate. Completes and reports on monthly SAG analysis for all watch list/adversely graded credits. Monitors/updates monthly DQ and Construction Funding Reports.Qualifications Bachelor's Degree and 2 years of banking experience OR High School Diploma or GED and 6 years of banking experience
Preferred Qualifications: HOA Industry experience
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