Sales Support Specialist (commercial Lending Assistant)

Sales Support Specialist (Commercial Lending Assistant)

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.

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:

• 10670 Palm River Road, Tampa, Florida 33619
• 5900 Central Avenue, St. Petersburg, Florida 33707

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 Requirements:
  • Must have 1+ years of experience, specifically commercial loan processing
  • Strong working knowledge of Loan Servicing and Documentation Preparation
  • Experience with portfolio management and financials
  • Proficient in Microsoft Office Suite
  • Highly organized with a strong attention to detail
  • Strong ability to multitask
  • Professional written and verbal communication skills