Bank Sales Support Specialist (Commercial Loan Processor)

First Citizens Bank; Boulder (CO); On-site; USD 56,000 - 85,000; Full time

Job summary

First Citizens Bank is seeking a Sales Support Specialist in the Boulder, CO area to support Commercial/Business Banking teams. You will help with loan documentation, credit servicing, and cross-selling opportunities while coordinating with branches to open accounts and resolve client requests.

The role emphasizes accuracy, relationship building, and proactive service to maximize client satisfaction and portfolio performance.

Qualifications

• Bachelor's degree or equivalent experience in sales, banking, or operations.
• Experience in sales, customer service or operations or commercial lending preferred.
• Proficiency with Excel, PowerPoint, Outlook and office tools.

Responsibilities

• Provide ongoing sales support to Lenders and identify cross-sell opportunities.
• Process and ensure accuracy of loan documentation for closings.
• Support credit servicing by updating financial statements and tracking portfolio reviews.
• Communicate and follow up on delinquent credits to keep accounts current.
• Coordinate opening of banking services with branches and handle customer requests.

Skills

Relationship building

Self-motivated

Sales support experience

Education

Bachelor's Degree

High School Diploma or GED

Tools

Microsoft Excel

PowerPoint

Outlook

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 & Qualifications

• 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.

Additional Information

• 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 $27.04 to $41.00 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.

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.

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.