Bank Sales Support Specialist (Commercial Loan Processor)

About the position

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

• Provide ongoing sales support to Lenders which includes identifying sales and cross sell opportunities
• Coordinate materials for presentations
• Set up sales calls as needed
• Maintain prospect lists and make joint calls as required
• Originate, process and ensure accuracy of loan documentation for closings
• Enter financial information into the loan system
• Ensure that all necessary documentation is included in the loan package prior to closing
• Resolve documentation exception issues
• Maintain service levels
• Update financial statements
• Prepare files for all portfolio reviews
• Run reports to track maturing lines/loans and service levels
• Communicate, report and follow up on portfolio past dues to ensure they remain current
• Maintain customer contact
• Coordinate opening of deposit and other banking services with branch partners
• Handle customer requests for information and problem resolution

Requirements

• 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

Nice-to-haves

• 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: experience within a business/commercial/corporate banking environment is strongly preferred

Benefits

• Total compensation may also include variable incentives, bonuses, benefits, and/or other awards as outlined in the offer of employment.