Bank Sales Support Specialist (Commercial Loan Processor)

First Citizens; Overland Park (KS); On-site; USD 42,000 - 68,000; Full time

Job summary

First Citizens Bank is seeking a Sales Support Specialist (Business/Commercial Lending Assistant) in Overland Park, KS. The role partners with Commercial/Business Banking teams to support sales, servicing and management of loan portfolios.

The position emphasizes accurate loan documentation, credit servicing, and proactive customer service, with opportunities to grow within a bank-focused environment. Strong organization and MS Office proficiency are valued.

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
• Experience in commercial loan documentation is preferred
• Proficient in Microsoft Excel, PowerPoint, Outlook and other office support systems and programs

Responsibilities

• Provide ongoing sales support to Lenders, identify cross-sell opportunities, coordinate materials for presentations, set up sales calls, maintain prospect lists and make joint calls as needed
• Originates, processes and ensures accuracy of loan documentation for closings and enters financial information into the loan system
• Resolve documentation exception issues, update financial statements, and prepare files for portfolio reviews and service levels
• Monitor portfolio past dues, communicate and follow up to ensure accounts remain current
• Coordinate opening of deposit and other banking services with branch partners and handle customer requests for information and problem resolution

Skills

Sales support

Customer service

Relationship management

Office software

Education

Bachelor's Degree

Tools

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.

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 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.

Additional Information

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.