Commercial Lending and Sales Support Specialist

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.

• 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.

• Basic Qualifications:
  • High School Diploma or GED with 4 years experience in sales, customer service, or operations OR
  • Bachelor's Degree with experience in sales, customer service, or operations
    
    
• Additional Requirements:
  • Must have 1+ years of experience supporting real estate lending (commercial or residential)
  • Strong working knowledge of:
    • Loan processing and documentation
    • Escrows and/or titles
    • Clearing conditions
    • Coordinating closings
  • Must be highly organized and able to multitask effectively

• Preferred Skills:
  • Construction lending experience is a big plus (draws, budgets, lien waivers, etc.)
  • Prior experience as a Bank Teller or Universal Banker
  • Proficient in Microsoft Office Suite
  • Professional written and verbal communication skills

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 #LI-KL1