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Sales Support Specialist (Commercial Lending Assistant)
Tampa, FL
Job Description
Overview
Responsibilities
Qualifications
First Citizens Bank is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race (including traits historically associated with race, such as hair texture and protective hairstyles), color, religion, national origin, sex, age, disability, protected veteran status, sexual orientation, gender identity, genetic information, military membership, application, or obligation, or any other legally protected status.
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.
Responsibilities
- Ongoing Sales Support: Provide ongoing sales support to Lenders which includes 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: 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 and Accuracy: 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 Qualifications:
- High school or GED
- 4+ years' experience in commercial lending support or loan processing
- Preferred Qualifications:
- Experience in commercial loan documentation, or commercial lending support.
- Proficient in Microsoft Excel, PowerPoint, Outlook and other office support systems and programs.
*Experience in construction loan processing is highly preferred for this branch!*
First Citizens Bank is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race (including traits historically associated with race, such as hair texture and protective hairstyles), color, religion, national origin, sex, age, disability, protected veteran status, sexual orientation, gender identity, genetic information, military membership, application, or obligation, or any other legally protected status.
Job Summary
Company
Start Date
As soon as possible
Employment Term and Type
Regular, Full Time
Required Education
High School or Equivalent
Required Experience
4+ years
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