Commercial Lending Assistant
First Citizens Bank, Boulder, CO, United States
Overview
First Citizens Bank has an incredible opportunity for a Sales Support Specialist (Commercial Lending Assistant). We are hiring banking professionals with proven success, self‑motivated and strong relationship‑building skills. This role partners with Commercial and/or Business Banking groups in sales, servicing and management of clients and loan portfolios.
Responsibilities
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.
Originates, processes, and ensures accuracy of loan documentation for closings. Enter financial information into the loan system and ensure all necessary documentation is included in the loan package prior to closing.
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.
Communicate, report, and follow up on portfolio past dues to ensure they remain current, while maintaining customer contact.
Coordinate opening of deposit and other banking services with branch partners. Handle 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 (mortgage loan processors are not a good fit for this position).
Strong working knowledge of the loan documentation and loan closing processes.
Experience with vehicle titles, life insurance, deeds of trust, and UCC filings.
4+ years of loan servicing and documentation preparation experience.
Preferred Skills:
Commercial real estate experience.
Prior experience as a bank teller or universal banker.
Proficiency in Microsoft Office Suite.
Highly organized, strong ability to multitask, and professional written and verbal communication skills.
Compensation For hires in Colorado, base pay generally ranges from $29.59 to $40.03 per hour, depending on skills, experience, location and other non‑discriminatory factors. Total compensation may also include variable incentives, bonuses, benefits and other awards as outlined in the offer of employment.
Benefits Benefits are an integral part of total rewards. First Citizens Bank is committed to providing a competitive, thoughtfully designed benefits program. More information can be found at https://jobs.firstcitizens.com/benefits
Location There are no remote capabilities for this position. Ideal candidates must live within commuting distance of one of the Colorado branches listed:
3611 East 1st Avenue, Denver
8480 East Belleview Avenue, Greenwood Village
1601 28th Street, Boulder
9848 Zenith Meridian Drive, Englewood
#J-18808-Ljbffr
Responsibilities
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.
Originates, processes, and ensures accuracy of loan documentation for closings. Enter financial information into the loan system and ensure all necessary documentation is included in the loan package prior to closing.
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.
Communicate, report, and follow up on portfolio past dues to ensure they remain current, while maintaining customer contact.
Coordinate opening of deposit and other banking services with branch partners. Handle 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 (mortgage loan processors are not a good fit for this position).
Strong working knowledge of the loan documentation and loan closing processes.
Experience with vehicle titles, life insurance, deeds of trust, and UCC filings.
4+ years of loan servicing and documentation preparation experience.
Preferred Skills:
Commercial real estate experience.
Prior experience as a bank teller or universal banker.
Proficiency in Microsoft Office Suite.
Highly organized, strong ability to multitask, and professional written and verbal communication skills.
Compensation For hires in Colorado, base pay generally ranges from $29.59 to $40.03 per hour, depending on skills, experience, location and other non‑discriminatory factors. Total compensation may also include variable incentives, bonuses, benefits and other awards as outlined in the offer of employment.
Benefits Benefits are an integral part of total rewards. First Citizens Bank is committed to providing a competitive, thoughtfully designed benefits program. More information can be found at https://jobs.firstcitizens.com/benefits
Location There are no remote capabilities for this position. Ideal candidates must live within commuting distance of one of the Colorado branches listed:
3611 East 1st Avenue, Denver
8480 East Belleview Avenue, Greenwood Village
1601 28th Street, Boulder
9848 Zenith Meridian Drive, Englewood
#J-18808-Ljbffr