Commercial Lending Assistant

First Citizens Bank; Houston (TX); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Benefits package

Job summary

First Citizens Bank in Houston is seeking a Sales Support Specialist (Commercial Lending Assistant) to partner with Commercial/Business Banking teams in the sales, servicing, and management of loan portfolios. The role emphasizes relationship building, accuracy, and cross-functional collaboration in a fast-paced banking environment.

The ideal candidate has 4+ years in banking, particularly in lending support, and is highly organized with strong communication skills.

Qualifications

• 4+ years of banking experience, ideally in Commercial Lending Support.
• Strong knowledge of loan documentation and closing processes.
• Proficient in Microsoft Office Suite and able to learn banking systems.
• Highly organized with strong attention to detail and ability to multitask.
• Professional written and verbal communication skills.
• Ability to collaborate with bankers and internal partners.
• Experience with title docs, life insurance, deeds of trust, UCC filings, mortgages, assignments of rents, surveys, appraisals.

Responsibilities

• Service Standards: Foster partnerships that deliver value to customers, prospects and colleagues; identify sales or referral opportunities; listen and ask questions to understand needs; seek coaching and support Bank initiatives.
• Operations and Administration: Comply with regulations and policies; manage risk; complete training by deadlines; perform general office duties to ensure efficiency.

Skills

Relationship building

Self-motivated

Customer service

Education

High School Diploma or GED with 4+ years of experience in sales or lending support

Bachelor's Degree with experience in sales or lending support

Tools

Microsoft Office Suite

Job description

Overview

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.

PLEASE NOTE: There are no remote capabilities for this position at this time.

Responsibilities & Qualifications

Duties & Responsibilities

• Service Standards - Foster collaborative partnerships that deliver value for customers, prospects and colleagues. Initiate conversation to uncover sales or referral opportunities. Listen attentively and ask insightful questions to understand customer needs and preferences; and take prompt actions to address immediate needs. Proactively look for way to optimize performance by seeking coaching, supporting Bank initiatives and leveraging tools to enhance activities.
• Operations and Administration - Comply with all regulations, bank policies, procedures and delegated authorities to manage risk related to credit, operational, reputational, regulatory and legal aspects of personal interactions, customer transactions and financial exposures. Complete required training by established deadlines. Perform general office management duties as assigned to ensure operational efficiency. Associates in roles defined to take deposits are accountable for transaction accuracy and operational efficiency of that function. The results may include an accountability for individual contribution as well as team performance.

Qualifications

• Basic Requirements:
  • 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
• Additional Skills and Experiences:
  • 4+ years of prior experience in banking, ideally in Commercial Lending Support
  • Strong working knowledge of the loan documentation and loan closing processes
  • Proficient in Microsoft Office Suite, strong computer skills, and an ability to learn banking systems
  • Highly organized with a strong attention to detail and an ability to multitask
  • Professional written and verbal communication skills
  • Ability to work collaboratively with bankers and other internal partners
  • Ideal candidate will have experience with:
    • Title documentation
    • Life insurance
    • Deeds of trust
    • U.C.C. filings
    • Mortgages
    • Assignments of rents
    • Surveys
    • Ordering Appraisals
    • Environmental reports
    • Tax returns and supporting documents

PLEASE NOTE: There are no remote capabilities for this position at this time.

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.