Bank Sales Support Specialist (Commercial Loan Processor)

First Citizens Bank; Overland Park (KS); On-site; USD 55,000 - 75,000; Full time

Job summary

First Citizens Bank in Overland Park, KS is seeking a Sales Support Specialist (Business/Commercial Lending Assistant) to partner with Commercial and Business Banking teams in sales, servicing and loan portfolio management. You will provide ongoing support to lenders, prepare documentation, and help deliver excellent client service.

The role emphasizes attention to detail, strong relationship-building skills, and proficiency with MS Office.

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 and lending support
• Proficient in Microsoft Office applications (Excel, PowerPoint, Outlook)

Responsibilities

• Provide ongoing sales support to Lenders including identifying cross-sell opportunities and coordinating presentations
• Originate, process and ensure accuracy of loan documentation for closings
• Prepare files for portfolio reviews and run reports on maturing lines/loans
• Monitor past due credits and maintain proactive customer contact
• Coordinate opening of deposits and other banking services with branch partners

Skills

Sales

Customer service

Relationship building

Education

Bachelor’s Degree or 4+ years experience

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.

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.