Sales Support Specialist (Commercial Lending Assistant)

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 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.

Basic Qualifications:

• High school or GED
• 4+ years' experience in sales, customer service, or operations

Preferred Qualifications:

• Recent experience in business/commercial loan documentation, or commercial lending support, is highly preferred.
• Proficient in Microsoft Excel, PowerPoint, Outlook, Teams, and other office support systems and programs.
• Must be highly organized and detail-oriented.
• The ideal candidate will be a team player, with a strong ability to multitask.

PLEASE NOTE: This role is fully in-branch and will be located at 8891 Timberwilde Drive in Bonita Springs, Florida. Please be sure you are in a reasonable commuting distance from this location, as Work From Home ("WFH") capabilities are not available at this time.

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.