Bank Sales Support Specialist (Commercial Loan Processor/Assistant)
Company: First Citizens Bank
Location: The Colony
Posted on: October 4, 2024
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Job Description:
Overview: Forever Strong . What sets First Citizens apart?
Strong leadership, enduring values, and a commitment to helping
people and businesses prosper. First Citizens Bank has an
opportunity for a Sales Support Specialist (Business/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. Responsibilities: Ongoing Sales
Support: Provide ongoing sales support to Lenders which includes
identifying sales and cross sell opportunities, coordinating
materials for presentations, setting up sales calls as needed,
maintaining prospect lists and making joint calls as required.
Documentation Support and Accuracy: 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. Ongoing Credit Servicing Support and Accuracy:
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. Monitoring of Past Due Credits: Communicate, report
and follow up on portfolio past dues to ensure they remain current,
while maintaining customer contact. Ongoing Customer Service/Office
Support: Coordinates opening of deposit and other banking services
with branch partners. Handles customer requests for information and
problem resolution. Qualifications: Basic Qualifications:
Bachelor---s Degree OR High School Diploma or GED with a minimum of
4 years--- experience in sales, customer service or operations or
commercial lending Preferred Qualifications: Experience in
commercial loan processing, commercial lending support Proficient
in Microsoft Excel, PowerPoint, Outlook and other office support
systems and programs. Prior work experience: experience within a
business/commercial/corporate banking environment is strongly
preferred. First Citizens benefits programs are designed to meet
our associates where they are in life. Full-time associates (20
hours) are offered a comprehensive benefits program, with
customized offerings, including those designed to support families,
however defined. More information regarding our benefits offerings
can be found here: https://jobs.firstcitizens.com/benefits.
Keywords: First Citizens Bank, Fort Worth , Bank Sales Support Specialist (Commercial Loan Processor/Assistant), Sales , The Colony, Texas
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