Sales Support Specialist (Commercial Lending Assistant)

Overview

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.

Responsibilities

• Ongoing Sales Support: 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.
• Documentation Support: 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: 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 Requirements:High School Diploma or GED with 4+ years of experience in sales or lending support ORBachelor’s Degree with experience in sales or lending support
  
  
• Additional Requirements: Must have 1+ years of experience, specifically commercial loan processing❗Mortgage loan processors will not be a good fit for this position❗Strong working knowledge of the loan documentation and loan closing processesExperience with:Vehicle titlesLife insuranceDeeds of trustUCC filings4+ years of Loan Servicing and Documentation Preparation experience
  
• Preferred Skills:Commercial Real EstatePrior experience as a Bank Teller or Universal BankerProficient in Microsoft Office SuiteHighly organizedStrong ability to multitaskProfessional written and verbal communication skills

PLEASE NOTE: There are no remote capabilities for this position at this time. Ideal candidate must live within commuting distance of one of our Colorado branches:

• 8480 East Belleview Avenue in Greenwood Village
• 1601 28th Street in Boulder
• 3611 East 1st Avenue in Denver
• 9848 Zenith Meridian Drive in Englewood

This job posting is expected to remain active for 90 days from the initial posting date listed above. If it is necessary to extend this deadline, the posting will remain active as appropriate. Job postings may come down early due to business need or a high volume of applicants.

If hired in Colorado, the base pay for this position is generally between $29.59 and $40.03. Actual starting base pay will be determined based on skills, experience, location, and other non-discriminatory factors permitted by law. For some roles, total compensation may also include variable incentives, bonuses, benefits, and/or other awards as outlined in the offer of employment.

Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at benefits #LI-KL1

• Ongoing Sales Support: 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.
• Documentation Support: 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: 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.
• Basic Requirements:High School Diploma or GED with 4+ years of experience in sales or lending support ORBachelor’s Degree with experience in sales or lending support
  
  
• Additional Requirements: Must have 1+ years of experience, specifically commercial loan processing❗Mortgage loan processors will not be a good fit for this position❗Strong working knowledge of the loan documentation and loan closing processesExperience with:Vehicle titlesLife insuranceDeeds of trustUCC filings4+ years of Loan Servicing and Documentation Preparation experience
  
• Preferred Skills:Commercial Real EstatePrior experience as a Bank Teller or Universal BankerProficient in Microsoft Office SuiteHighly organizedStrong ability to multitaskProfessional written and verbal communication skills

PLEASE NOTE: There are no remote capabilities for this position at this time. Ideal candidate must live within commuting distance of one of our Colorado branches:

• 8480 East Belleview Avenue in Greenwood Village
• 1601 28th Street in Boulder
• 3611 East 1st Avenue in Denver
• 9848 Zenith Meridian Drive in Englewood

This job posting is expected to remain active for 90 days from the initial posting date listed above. If it is necessary to extend this deadline, the posting will remain active as appropriate. Job postings may come down early due to business need or a high volume of applicants.

If hired in Colorado, the base pay for this position is generally between $29.59 and $40.03. Actual starting base pay will be determined based on skills, experience, location, and other non-discriminatory factors permitted by law. For some roles, total compensation may also include variable incentives, bonuses, benefits, and/or other awards as outlined in the offer of employment.

Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at benefits #LI-KL1