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Bank Sales Support Specialist (Commercial Loan Processor)

Bank Sales Support Specialist (Commercial Loan Processor)

First Citizens BankWalnut Creek, CA, US
30+ days ago
Job type
  • Full-time
Job description

Overview

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

  • 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 documentation, commercial lending support
  • Proficient in Microsoft Excel, PowerPoint, Outlook and other office support systems and programs.
  • Experience in paralegal support.
  • Prior work experience : experience within a business / commercial / corporate banking environment is strongly preferred.
  • The base pay for this position is generally between $28.49 to $42.00 per hour. 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 https : / / jobs.firstcitizens.com / benefits.

    Company Description :

    Founded in 1898 and headquartered in Raleigh, N.C., First Citizens Bank serves customers in 18 states and the District of Columbia. For over 100 years, customers have trusted First Citizens with their money … and their futures. Today, First Citizens is the largest family-controlled bank in the nation and the sixth-largest bank franchise headquartered in the Southeast with more than $30 billion in assets. We employ more than 6,000 associates who are focused on helping our customers achieve a lifetime of success. First Citizens operates more than 570 branches in Arizona, California, Colorado, District of Columbia, Florida, Georgia, Kansas, Maryland, New Mexico, Missouri, North Carolina, Oklahoma, Oregon, South Carolina, Tennessee, Texas, Virginia, Washington and West Virginia.

    First Citizens Bank. Forever First®. Member FDIC.

    Equal Opportunity / Affirmative Action Employer / Minority / Female / Disability / Veteran

    If you need special assistance or an accommodation in applying for employment at First Citizens Bank, please contact our Human Resources department.

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    Loan Specialist Sales • Walnut Creek, CA, US

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