Sales Support Associate, Healthcare Banking

Flagstar Bank • Charlotte, NC

23h

About The Position

The Sales Support Associate supports healthcare client relationships within the Specialized Industries organization. The role delivers quality service to clients, monitors portfolios, and helps ensure compliance with applicable regulations and guidelines. The Associate uses independent judgment to resolve client issues involving bank products, including loans, deposits, and ancillary services, and serves as a liaison among Relationship Managers, Loan Operations, internal departments, and clients. The role also supports departmental compliance and profitability reporting.

The Associate coordinates transaction documentation and loan closings with clients, outside legal firms, operations, and internal stakeholders. The position maintains portfolio records and tracks exceptions, financial statements, borrowing base reports, insurance updates, and other documentation needed to support compliance. It also responds to client and Relationship Manager inquiries, supports post-closing account processes, and performs special projects and other assigned duties. The Associate must adhere to applicable regulatory and compliance standards and complete required compliance training.

Requirements

• Undergraduate degree (four years or equivalent); equivalent experience may substitute.
• At least 3 years of experience in commercial lending processing, closing, or customer support.
• Experience with commercial lending legal and compliance matters.
• Good knowledge of commercial loan documentation.
• Good knowledge of banking internal controls, policies, and procedures.
• Computer literacy and proficiency in Microsoft Office applications.
• Strong organization and time-management skills.
• Excellent verbal and written communication skills.
• Professionalism, tact, and diplomacy.
• Strong problem-solving and conflict-resolution skills.
• Ability to adapt to new demands and challenges and work under minimal supervision.

Responsibilities

• Administer tasks that support the commercial sales process, including accurate and timely transaction processing and documentation.
• Coordinate loan closings with clients, outside legal firms, Loan Operations, Relationship Managers, Portfolio Managers, and other stakeholders.
• Coordinate departmental activities with internal bank partners to support adherence to policies, procedures, and standards.
• Prepare and maintain reporting on portfolio metrics, loan projections, and pipeline validation; recommend report improvements and correct data.
• Track and clear portfolio exceptions; follow up on financial statements, borrowing base reports, insurance updates, and required documents.
• Resolve portfolio management issues, including past-due mitigation and loan exception tracking, and ensure compliance with procedures and loan documents.
• Respond to and resolve client and Relationship Manager inquiries and technical issues, including payoff requests, lien releases, and subordinations.
• Coordinate new account processes and courtesy calls to provide clients with a positive post-closing experience.
• Complete special projects and other duties as assigned.
• Adhere to regulatory and compliance policies and standards, comply with applicable laws and regulations, and complete required compliance training.

Benefits

• Medical insurance
• Dental insurance
• Vision insurance
• Life insurance
• Disability insurance
• Comprehensive leave program
• Variable incentives, bonuses, commissions, or other awards may be included in total compensation.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level