Sales Support Specialist (Commercial Loan Administrator)

First Citizens BankBoston, MA
3d$31 - $42Onsite

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
  • Must have 1+ years of experience, specifically in business or commercial loan processing
  • Must have 1+ years of Loan Servicing and Documentation Preparation experience
  • Strong working knowledge of the loan documentation and loan closing processes
  • Experience with: UCC filings Assisting multiple bankers Working in a fast-paced environment

Nice To Haves

  • Proficient in Microsoft Office Suite
  • Highly organized and deadline driven
  • Detail oriented with strong focus on accuracy, 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.
  • 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.

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What This Job Offers

Job Type

Full-time

Career Level

Entry Level

Education Level

High school or GED

Number of Employees

5,001-10,000 employees

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