Thalia T.

Banking Officer & Asst Secretary at First Citizens Bank

Role
Banking Officer & Asst Secretary at First Citizens Bank
Location
Raleigh, NC, US
LinkedIn followers
500 followers

Experience

  1. Banking Officer & Asst Secretary

    First Citizens Bank

    Mar 2024 — Present

    Performs Post closing audits for new loans to find any document exceptions· Assist with financial document request for quarterly and annual reviews· Enters information into BOSS system for Service Actions approvals· Research document exceptions and clears them in Turbo Tracker system· Responsible for tracking, Taxes, Business License, Site Visits, Insurance Certificates and Declarations· Assist with collections efforts for delinquent payments, taxes and NSF· Prepares Disbursement funds and interim interest· Sets up meeting/calls with borrowers to discuss loan modifications

Education

  • Wake Technical Community College

    Accounting

    1997 — 2002

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Thalia T. — Banking Officer & Asst Secretary at First Citizens Bank in Raleigh, NC, US | Unifers