Commercial Lending Assistant
First Citizens Bank, Tampa, FL, United States
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.
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:
13015 Race Track Road, Tampa, Florida 33626
5900 Central Avenue, St. Petersburg, Florida 33707
10670 Palm River Road, Tampa, Florida 33619
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
Benefits 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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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:
13015 Race Track Road, Tampa, Florida 33626
5900 Central Avenue, St. Petersburg, Florida 33707
10670 Palm River Road, Tampa, Florida 33619
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
Benefits 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
#J-18808-Ljbffr