Commercial Loan Assistant

First Citizens Bank•Jacksonville, FL

13d•Onsite

About The Position

First Citizens Bank is hiring a Sales Support Specialist (Commercial Lending Assistant) to partner with Commercial and/or Business Banking groups in the sales, servicing, and management of clients and loan portfolios. The role is intended for banking professionals with proven success, self-motivation, and strong relationship-building skills. The position fosters collaborative partnerships that deliver value for customers, prospects, and colleagues. It involves identifying sales or referral opportunities, understanding and addressing customer needs, and improving performance through coaching, Bank initiatives, and available tools. The role also supports operational efficiency and manages risk by following applicable regulations, bank policies, procedures, and delegated authorities. General office management duties and required training are part of the position. Associates whose roles include taking deposits are accountable for accurate and efficient transactions. The position has no remote capabilities at this time. First Citizens Bank describes benefits as an integral part of total rewards and offers a competitive benefits program; details are available through the company's benefits information page.

Requirements

High school diploma or GED and at least 4 years of experience in sales or lending support, or a bachelor's degree and experience in sales or lending support.
Strong working knowledge of loan documentation and loan closing processes.
Proficiency in Microsoft Office Suite, strong computer skills, and ability to learn banking systems.
Strong organization, attention to detail, and ability to multitask.
Professional written and verbal communication skills.
Ability to work collaboratively with bankers and other internal partners.

Nice To Haves

At least 4 years of prior banking experience, ideally in Commercial Lending Support.
Experience with title documentation, life insurance, deeds of trust, U.C.C. filings, mortgages, assignments of rents, surveys, ordering appraisals, environmental reports, tax returns, and supporting documents.

Responsibilities

Build collaborative partnerships that deliver value for customers, prospects, and colleagues.
Initiate conversations to identify sales or referral opportunities.
Listen to customers, ask questions to understand their needs and preferences, and act promptly to address immediate needs.
Seek coaching, support Bank initiatives, and use tools to optimize performance.
Follow regulations, bank policies, procedures, and delegated authorities to manage credit, operational, reputational, regulatory, and legal risks.
Complete required training by established deadlines.
Perform assigned general office management duties to support operational efficiency.
For roles defined to take deposits, ensure transaction accuracy and operational efficiency.