Bank Sales Support Specialist (Commercial Loan Processor)

First Citizens Bank•San Diego, CA

7d•Onsite

About The Position

First Citizens Bank has an opportunity for a Sales Support Specialist (Business/Commercial Lending Assistant). 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 is an in-branch position located at our Rancho Bernardo branch in San Diego.

Requirements

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

Nice To Haves

Experience in commercial loan documentation, commercial lending support
Proficient in Microsoft Excel, PowerPoint, Outlook and other office support systems and programs.
Experience in paralegal support.
Prior work experience: experience within a business/commercial/corporate banking environment is strongly preferred.

Responsibilities

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.
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.
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.
Communicate, report and follow up on portfolio past dues to ensure they remain current, while maintaining customer contact.
Coordinates opening of deposit and other banking services with branch partners. Handles customer requests for information and problem resolution.