Senior Sales Support Specialist- Business/Commercial Lending Support
First Citizens Bank, Phoenix, Arizona, United States, 85003
Overview
This is a hybrid position that can sit in the following locations: Phoenix, AZ; Richmond, VA; Atlanta, GA; or Raleigh, NC. Responsibilities
Service & Support - Supports lending opportunities. Works directly with individuals to address issues and respond to inquiries. Determines target needs and provides resolution. Handles escalated support issues. May serve as the main point of contact for clients throughout the loan application process, and assists in calls with lenders and banker partners. Assist with loan funding, transaction and loan fee application. Data Analysis - Sources, compiles, and interprets financial data. Product Expert - Offers expertise and serves as a resource to both internal and external parties. Identifies and resolves issues in loan application processes. Documentation - Prepares and inspects documentation presented to clients. This may include proposals, service agreements, and implementation forms, and ensure risk and compliance standards are met. Ensures loan documentation and booking process meets loan requirements. Qualifications
Bachelor's Degree and 1 year of experience in Sales, or Customer Service, or Operations OR High School Diploma or GED and 5 years of experience in Sales, or Customer Service, or Operations Preferred Qualifications
Experience working with business and commercial bankers Familiar with BOSS Organized, detail-oriented, self-starter Familiarity with financial documents and business structure and data management Understanding of risk and compliance Experience with business and commercial lending 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.
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This is a hybrid position that can sit in the following locations: Phoenix, AZ; Richmond, VA; Atlanta, GA; or Raleigh, NC. Responsibilities
Service & Support - Supports lending opportunities. Works directly with individuals to address issues and respond to inquiries. Determines target needs and provides resolution. Handles escalated support issues. May serve as the main point of contact for clients throughout the loan application process, and assists in calls with lenders and banker partners. Assist with loan funding, transaction and loan fee application. Data Analysis - Sources, compiles, and interprets financial data. Product Expert - Offers expertise and serves as a resource to both internal and external parties. Identifies and resolves issues in loan application processes. Documentation - Prepares and inspects documentation presented to clients. This may include proposals, service agreements, and implementation forms, and ensure risk and compliance standards are met. Ensures loan documentation and booking process meets loan requirements. Qualifications
Bachelor's Degree and 1 year of experience in Sales, or Customer Service, or Operations OR High School Diploma or GED and 5 years of experience in Sales, or Customer Service, or Operations Preferred Qualifications
Experience working with business and commercial bankers Familiar with BOSS Organized, detail-oriented, self-starter Familiarity with financial documents and business structure and data management Understanding of risk and compliance Experience with business and commercial lending 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.
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