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Bank Sales Support Specialist (Commercial Loan Processor)

First Citizens

Overview What sets First Citizens apart? Strong leadership, enduring values, and a commitment to helping people and businesses prosper. First Citizens Bank has an opportunity for a Sales Support Specialist (Business/Commercial Lending Assistant). We are hiring banking professionals who have had proven success in their past careers, are self‑motivated, and possess strong relationship building skills. This role is an integral part of our team, partnering with Commercial and/or Business Banking groups in the sales, servicing and management of clients and loan portfolios. Responsibilities 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: Originate, process and ensure accuracy of loan documentation for closings. This includes entering financial information into the loan system and ensuring that all necessary documentation is included in the loan package prior to closing. Ongoing Credit Servicing Support and Accuracy: Resolve documentation exception issues, maintain service levels, update financial statements and prepare files for all portfolio reviews. Run reports to track maturing lines/loans and service levels. Monitoring of Past‑Due Credits: Communicate, report and follow up on portfolio past dues to ensure they remain current, while maintaining customer contact. Ongoing Customer Service/Office Support: Coordinate opening of deposit and other banking services with branch partners. Handle customer requests for information and problem resolution. Qualifications Basic Qualifications: Bachelor’s Degree OR High School Diploma or GED with a minimum of 4 years’ experience in sales, customer service or operations or commercial lending. Preferred Qualifications: Experience in commercial loan documentation, commercial lending support. Proficient in Microsoft Excel, PowerPoint, Outlook and other office support systems and programs. Experience in paralegal support. Prior work experience within a business/commercial/corporate banking environment is strongly preferred. Benefits Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at #J-18808-Ljbffr

Vacancy posted 14 hours ago
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