Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Sales Support Specialist (Commercial Lending Assistant)

First Citizens Bank

Overview

First Citizens Bank has an incredible opportunity for a Sales Support Specialist (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, including identifying sales and cross sell opportunities, coordinating materials for presentations, setting up sales calls, maintaining prospect lists, and making joint calls as needed.
  • Documentation Support : Originates, processes, and ensures 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 : Resolving documentation exception issues, maintaining service levels, updating financial statements, and preparing 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 : Coordinates opening of deposit and other banking services with branch partners. Handles customer requests for information and problem resolution.
Qualifications
  • Basic Requirements :
    • High School Diploma or GED with 4+ years of experience in sales or lending support OR
    • Bachelor's Degree with experience in sales or lending support


  • Additional Skills and Experiences:
    • 4+ years of prior experience in banking, ideally as a Bank Teller, Universal Banker, or Lending Support
    • Strong working knowledge of the loan documentation and loan closing processes
    • Experience with:
      • Mortgages
      • Assigments of rents
      • Title documentation
      • Surveys
      • Ordering Appraisals
      • Environmental reports
      • Tax returns and supporting documents
    • Proficient in Microsoft Office Suite,Strong computer skills, and an ability to learn banking systems
    • Highly organized with a strong attention to detail
    • Strong ability to multitask
    • Professional written and verbal communication skills
    • Ability to work collaboratively with bankers and other internal partners


PLEASE NOTE:
There are no remote capabilities for this position at this time . Ideal candidate must live within commuting distance of one of the following branches:

  • 250 Palermo Avenue in Coral Gables
  • 2601 South Bayshore Drive in Miami

First Citizens benefits programs are designed to meet our associates where they are in life. Full-time associates (20+ hours) are offered a comprehensive benefits program, with customized offerings, including those designed to support families, however defined. More information regarding our benefits offerings can be found here: #LI-KL1

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Sales Support Specialist (Commercial Lending Assistant) in Miami, FL vacancy
  • The Commercial Operations Specialist - Americas plays a critical role in supporting EthosEnergy’s sales execution across the Americas, with a particular focus on the procedural, regulatory, and administrative demands of the Latin American market. This position is responsible... 
    Commercial
    Work at office
    Remote work

    Ethosenergy Power Solutions, LLC

    Miami, FL
    2 days ago
  •  ...providing timely and effective support throughout the order...  ...with our customers, sales, and internal team. Assist sales personnel in day-to...  ...pricing, service, delivery, commercial issue resolution or technical...  ...Sales Operations Support Specialist Assigned Sales Team... 
    Commercial
    Remote job

    PEAK TECHNOLOGIES

    Miami, FL
    1 day ago
  • $53.03k

     ...the Treasury Management Relationship Support Specialist provides sales support to Treasury Management...  ...accurate Collaborates with both Commercial and Treasury Management Relationship...  ...Insurance ~ Parental Leave ~ Employee Assistance Program ~ Associate Volunteer... 
    Commercial
    Full time
    Work at office
    Flexible hours

    Regions Bank

    Miami, FL
    1 day ago
  •  ...seeking a highly organized and customer-focused Bilingual Sales Support Specialist (Spanish/English) to join our team in Medley, Florida. In this...  ...Provide bilingual support in Spanish and English to assist customers and internal teams Respond to customer inquiries... 
    Suggested
    Work at office

    Global Food Corp

    Miami, FL
    3 days ago
  • Global Food Corp in Medley, Florida is looking for a highly organized Bilingual Sales Support Specialist to enhance the sales team's efficiency. This role demands managing customer orders while ensuring communication between clients and internal teams is smooth. The ideal... 
    Suggested

    Global Food Corp

    Miami, FL
    3 days ago
  • Global Food Corporation is seeking a bilingual Sales Support Specialist in Medley, FL. This full-time role provides essential support to the sales team by managing customer orders and ensuring effective communication between customers and operations. The ideal candidate... 
    Full time

    Global Food Corporation

    Miami, FL
    3 days ago
  •  ...Sales Support Role At ABB, we help industries run leaner and cleanerand every person here...  ...from customers/channels/Sales Specialists about ABB products/systems/applications...  ...Parental Leave up to 6 weeks Employee Assistance Program Health Advocate support resources... 
    Hourly pay
    Temporary work
    Work experience placement
    Work at office
    Monday to Friday

    ABB Holdings Inc

    Miami, FL
    5 days ago
  •  ...Citizens Bank has an exciting opportunity for a Sales Support Specialist in Miami. This role supports Commercial and Business Banking activities by managing loan...  ...ideal candidate should have 4+ years in banking or lending support, and proficiency in Microsoft Office Suite... 
    Commercial
    Full time
    Work at office
    Remote work

    First Citizens Bank

    Miami, FL
    3 days ago
  • $200k

     ...Chief Sales Officer Gulfstream Staffing is partnered with one of the most well-established insurance agencies in Florida. We are...  ...will primarily lead the sales efforts for the organization in commercial property and casualty insurance products. The ideal candidate will... 
    Commercial

    Gulfstream Staffing, Inc.

    Miami, FL
    2 days ago
  •  ...Key Responsibilities: Support proposal generation, formatting...  ...Coordinate and schedule internal sales milestone meetings (e.g.,...  ...and information requests Assist senior sales leadership with...  ...Comfortable working with both commercial and technical stakeholders... 
    Commercial
    Work at office
    Flexible hours

    Renewance Inc

    Miami, FL
    2 days ago
  • White Cap is hiring a Counter Sales Associate in Miami, Florida. The role focuses on delivering exceptional service to customers, processing orders, and providing technical product advice. You will be part of a growing company that values inclusivity and offers substantial... 

    White Cap

    Miami, FL
    4 days ago
  • $57k - $75k

     ...people around the world. To support our talented team, we focus on...  ...) is looking for a Regional Sales Coordinator to champion our...  ...optimize their resources and drive commercial success. How You'll Create...  ...drive asset utilization Assists with the distribution of... 
    Commercial
    Full time
    Work from home
    Home office
    Flexible hours
    Night shift

    Zimmer Biomet

    Miami, FL
    2 days ago
  •  ...Salesperson Entry level sales position capable of supporting the DIY business and achieve our sales and service...  ...of supporting delivery of parts to commercial customers. The role has the...  ...parts to our commercial customers and assist with task and inventory processes in... 
    Commercial
    Full time
    Part time
    Local area
    Weekend work
    Afternoon shift

    Advance Auto Parts

    Pinecrest, FL
    1 day ago
  • The Sales Support Specialist plays a critical role in driving revenue performance by enabling the sales...  ...efficiently and execute commercial programs with precision. Acting as a...  ...coordination and program execution Assist in managing special orders and intercompany... 
    Commercial
    Contract work

    Happy Floors, LLC.

    Miami, FL
    2 days ago
  • $19 - $21 per hour

    ActionLink is seeking a Sony Photography Sales Advisor in Miami Beach. This role involves showcasing Sony's top digital imaging products...  ...in English and Spanish and posess prior sales or customer support experience. ActionLink offers benefits such as medical insurance... 
    Hourly pay

    ActionLink

    Miami Beach, FL
    2 days ago
  • $77.8k - $97.3k

     ...Exports Sales Executive The Exports Sales Executive supports the exports commercial team by driving data driven decision making to achieve the financial targets of the...  ...Recognition, Training Emotional Employee Assistance Program, Wellbeing Programs, Family Support Programs... 
    Commercial
    Flexible hours

    Kraft Heinz

    Miami, FL
    1 day ago
  •  ...with existing business clients and prospective commercial customers. The ideal candidate will be a highly motivated sales professional with experience in treasury...  ...product sales and cross-selling initiatives Support client retention efforts by providing exceptional... 
    Commercial
    Bank staff
    Work at office
    Remote work

    New Edge Associates a Talent Acquisition Firm

    Miami, FL
    1 hour ago
  • Job Description Entry level sales position capable of supporting the DIY business and achieving our sales and...  ...of supporting delivery of parts to commercial customers. The role has the...  ...parts to our commercial customers and assist with task and inventory processes in... 
    Commercial
    Full time
    Part time
    Local area
    Weekend work
    Afternoon shift

    Advance Auto Parts

    Miami, FL
    2 days ago
  •  ...5 applicants Salesperson Entry level sales position capable of supporting the DIY business and achieving our sales...  ...of supporting delivery of parts to commercial customers. The role is responsible for delivering parts and assisting with inventory processes. Position can... 
    Commercial
    Full time
    Part time
    Local area
    Weekend work
    Afternoon shift

    Advance Auto Parts

    Miami, FL
    4 days ago
  •  ...CASH MANAGEMENT SALES OFFICER Job Summary : The Cash Management Sales Officer...  ...for identifying, analyzing, selling and supporting cash management products and services to...  ...business customers and targeted prospective commercial and corporate clients. Essential... 
    Commercial
    Work at office
    Flexible hours
    Weekend work

    First Bancorp

    Miami, FL
    5 days ago
  •  ...Miami Design District Act (Academy For Commercial Talents) Sales Associate Richemont, one of the...  ...connections through gratitude and mutual support, nurturing a sense of belonging....  ...needs, along with access to the employee assistance program for you and your household... 
    Commercial
    Hourly pay
    Permanent employment
    Local area
    Flexible hours

    Compagnie Financire Richemont SA

    Miami, FL
    15 days ago
  • Retail Sales Consultant - Part Time - Aventura Mall...  ...team player with a commercial mindset Digitally savvy...  ...volunteering leave to support causes you care about A global employee assistance program offering support...  ...into leadership or specialist roles such as Store Manager... 
    Commercial
    Part time

    FashionUnited

    Miami, FL
    2 days ago
  •  ...elegance of Swarovski.As a Sales Consultant, you’ll...  ...driven team player with a commercial mindsetDigitally savvy...  ...volunteering leave to support causes you care aboutA global employee assistance program offering support...  ...into leadership or specialist roles such as Store Manager... 
    Commercial
    Part time

    Swarovski

    Miami, FL
    1 day ago
  •  ...Outside Sales Representative A manufacturer is seeking an experienced Architectural /...  ...project specifications and orders within the commercial construction and glazing market. The position blends outside sales, project support, estimating coordination, and field... 
    Commercial

    MRINetwork

    Miami, FL
    4 days ago
  • Retail Sales Consultant - Part Time - Aventura Mall...  ...team player with a commercial mindset* Digitally savvy...  ...volunteering leave to support causes you care about* A global employee assistance program offering support...  ...into leadership or specialist roles such as Store Manager... 
    Commercial
    Temporary work
    Part time
    Internship

    Swarovski

    Miami, FL
    2 days ago
  •  ...Senior Treasury Management Sales Officer Location: On site at...  ...job posting Summary: The Commercial Treasury Management Sales Officer...  ...Relationship Managers to support and develop relationships with...  ...treasury services requirements Assist Treasury clients with product... 
    Commercial
    Monday to Friday
    Shift work

    First Horizon

    Miami, FL
    4 days ago
  •  ...Treasury Management Sales Officer Job Category: Administration Requisition Number:...  ...Treasury Management products and solutions to Commercial Banking Relationships. This includes...  ...member. In some markets they will also support Branch & Bank Staff. ESSENTIAL DUTIES... 
    Commercial
    Full time
    Work experience placement
    Bank staff
    Work at office

    Seacoast Bank

    Miami, FL
    1 day ago
  •  ...Citi Commercial Bank - Cash Management Sales Officer, Nonprofit and Business & Professional Services - Vice President Working at Citi is far more...  ...professional experience preferred. Proven track record of supporting the growth of client relationships. Citi is an... 
    Commercial
    Local area

    Citigroup

    Miami, FL
    4 days ago
  •  ...Outside Sales Representative – HVAC Distribution (South Florida Territory) ATEX Distributing...  ...contractors/users, builders, and commercial accounts. The ideal candidate is a proven...  ...~ Laptop, phone, and full operational support ~ Strong upside for high-performing sales... 
    Commercial
    For contractors
    Local area

    ATEX Distributing, Inc.

    Miami, FL
    1 hour ago
  •  ...Territory Sales Representative – Entry Level / Full Time SOUTH FLORIDA Break Into...  ...Pharmaceutical Sales with Pivya® at ImpactBio supporting Alembic Therapeutics Looking to...  ...-time role is with ImpactBio, a premier commercial partner in Life Sciences, with the potential... 
    Commercial
    Full time
    Work at office

    ImpactBio

    Hialeah, FL
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Sales Support Specialist (Commercial Lending Assistant). Be the first to apply!