Sales Support Specialist (Commercial Lending Assistant)
First Citizens Bank•Greenwood Village, CO
•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
- 1+ years of experience, specifically commercial loan processing
- Strong working knowledge of the loan documentation and loan closing processes
- Experience with vehicle titles
- Experience with life insurance
- Experience with deeds of trust
- Experience with UCC filings
- 4+ years of Loan Servicing and Documentation Preparation experience
- Experience with Commercial Real Estate
- Prior experience as a Bank Teller or Universal Banker
- Proficient in Microsoft Office Suite
- Highly organized
- Strong ability to multitask
- Professional written and verbal communication skills
Nice To Haves
- Mortgage loan processors will not be a good fit for this position
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.
Benefits
- Competitive, thoughtfully designed and quality benefits program
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
