Sales Support Specialist - Commercial Lending

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.

This position supports Bank products and services in the execution of daily sales activities at an advanced level of service ability. Reviews financial information or participates in client support activities in order to identify sales opportunities for the wider business unit. Facilitates the sales process by preparing necessary documentation. Ensures client satisfaction by answering inquiries, addressing account or product discrepancies, and handling support issues. Supports account servicing issues that require further resolution or investigation. May provide guidance to less experienced specialists in the work group.

• 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.

• Bachelor's Degree OR High School Diploma or GED with a minimum of 4 years' experience in sales, customer service or operations or commercial lending

• Experience in commercial loan documentation, commercial lending support
• Proficient in Microsoft Excel, PowerPoint, Outlook and other office support systems and programs.
• Experience working at a Large Financial Institution