Sales Support Specialist (Commercial Lending Assistant)

First Citizens Bank•Richmond, VA

2d•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.

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
4+ years of prior experience in banking, ideally in Commercial Lending Support
Strong working knowledge of the loan documentation and loan closing processes
Proficient in Microsoft Office Suite, strong computer skills, and an ability to learn banking systems
Highly organized with a strong attention to detail and an ability to multitask
Professional written and verbal communication skills
Ability to work collaboratively with bankers and other internal partners

Nice To Haves

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

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.
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.