Senior Sales Support Specialist- Business/Commercial Lending Support

First Citizens Bank • Raleigh, NC

3d • Hybrid

About The Position

This is a hybrid position that can sit in the following locations- Phoenix, AZ, Richmond VA, Atlanta, GA or Raleigh, NC.
This position provides sales support at the highest level of complexity for Bank products and services related to business and commercial lending. Facilitates workflow by preparing necessary documentation. Ensures client satisfaction by answering inquiries, addressing account or product discrepancies, and handling escalated support issues. Assists associates with sales activities intended to solicit business. May provide a leadership role for less experienced specialists through knowledge in the area of work.

Requirements

• Bachelor's Degree and 1 years of experience in Sales, or Customer Service, or Operations OR High School Diploma or GED and 5 years of experience in Sales, or Customer Service, or Operations

Nice To Haves

• Experience working with business and commercial bankers
• Familiar with BOSS
• Organized, detail-oriented, self-starter
• Familairity with financial documents and business structure and data management
• Understanding of risk and compliance
• Experiencew ith business and commercial lending

Responsibilities

• Service & Support - Supports lending opportunities. Works directly with individuals to address issues and respond to inquiries. Determines target needs and provides resolution. Handles escalated support issues. May serve as the main point of contact for clients throughout the loan application process, and assists in calls with lenders and banker partners. Assist with loan funding, transaction and loan fee application.
• Data Analysis - Sources, compiles, and interprets financial data.
• Product Expert - Offers expertise and serves as a resource to both internal and external parties. Identifies and resolves issues in loan application processes.
• Documentation - Prepares and inspects documentation presented to clients. This may include proposals, service agreements, and implementation forms, and ensure risk and compliance standards are met. Ensures loan documentation and booking process meets loan requirements.

What This Job Offers

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