First Citizens Bank
Bank Sales Support Specialist (Commercial Loan Processor)
First Citizens Bank, Austin, Texas, us, 78716
Bank Sales Support Specialist (Commercial Loan Processor)
Join to apply for the
Bank Sales Support Specialist (Commercial Loan Processor)
role at
First Citizens Bank
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, including 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, including 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
Bachelor’s Degree or High School Diploma/GED with a minimum of 4 years of experience in sales, customer service, operations, or commercial lending.
Preferred Qualifications
Experience in commercial loan documentation or commercial lending support.
Experience with commercial real estate and construction lending/monitoring.
Proficient in Microsoft Excel, PowerPoint, Outlook and other office support systems and programs.
Experience in paralegal support.
Prior work experience in a business/commercial/corporate banking environment is strongly preferred.
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 https://jobs.firstcitizens.com/benefits.
Seniority level Not Applicable
Employment type Full‑time
Job function Other
Banking and Financial Services
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Bank Sales Support Specialist (Commercial Loan Processor)
role at
First Citizens Bank
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, including 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, including 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
Bachelor’s Degree or High School Diploma/GED with a minimum of 4 years of experience in sales, customer service, operations, or commercial lending.
Preferred Qualifications
Experience in commercial loan documentation or commercial lending support.
Experience with commercial real estate and construction lending/monitoring.
Proficient in Microsoft Excel, PowerPoint, Outlook and other office support systems and programs.
Experience in paralegal support.
Prior work experience in a business/commercial/corporate banking environment is strongly preferred.
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 https://jobs.firstcitizens.com/benefits.
Seniority level Not Applicable
Employment type Full‑time
Job function Other
Banking and Financial Services
#J-18808-Ljbffr