Sales Support Specialist - Commercial Lending Support

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.

• 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.

• Required Qualifications:
  • 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

• Preferred Qualifications:
  • Experience in commercial lending support, including familiarity with loan processes and documentation requirements
  • Knowledge of mortgage-related tasks, including loan applications, appraisals, and title policies
  • Understanding of environmental reports and their relevance in commercial loan packages
  • Ability to review and assist with Credit memos and coordinate follow-up tasks
  • Comfortable tracking and moving loan tasks forward, helping ensure timely progress through the pipeline
  • Some exposure to Construction Lending is helpful, especially in organizing draw schedules and tracking project milestones
  • Strong attention to detail and organizational skills
  • Ability to work collaboratively with bankers, credit partners, and other support teams
  • Proficient in Microsoft Office
  • Professional written and verbal communication skills

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.