Sales Support Specialist (Commercial Lending Assistant)

First Citizens Bank • Wellesley, MA

22h • Onsite

About The Position

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. This position requires the ideal candidate to work full-time from 336 Washington Street in Wellesley, MA and travel, as needed, to 53 State Streen in Boston, MA.

Requirements

• High School Diploma or GED with 4+ years of experience in sales or lending support OR Bachelor’s Degree with experience in sales or lending support
• 1+ years of experience in banking, ideally in a lending-specific role
• Experience with Real Estate and UCC lending requirements
• Experience assisting multiple bankers throughout the process
• Experience working in a fast-paced, deadline-driven environment

Nice To Haves

• Proficient in Microsoft Office Suite
• Detail-oriented with a strong focus on compliance and risk awareness in a banking environment
• Strong ability to multitask
• Professional written and verbal communication skills

Responsibilities

• 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.
• Originate, process, and ensure 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.
• Resolve documentation exception issues, maintain service levels, update financial statements, and prepare 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.
• Coordinate opening of deposit and other banking services with branch partners. Handle customer requests for information and problem resolution.

Benefits

• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED