Commercial Lending Sales Enablement Specialist

First Citizens Bank; Mission Viejo (CA); On-site; USD 35,969 - 55,104; Full time

Benefits offered by this job

Benefits program

Job summary

First Citizens Bank in Mission Viejo, CA is seeking a Sales Support Specialist (Business/Commercial Lending Assistant) to partner with Commercial and Business Banking teams, supporting loan sales, documentation, servicing, and client relationships.

The role requires a Bachelor’s degree or a HS diploma with 4+ years’ relevant experience; proficiency in Excel, PowerPoint and Outlook is expected, with preferred experience in commercial lending support.

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, commercial lending support.
• Proficient in Microsoft Excel, PowerPoint, Outlook and other office support systems and programs.

Responsibilities

• 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.

Skills

Commercial lending knowledge

Sales support

Customer service

Education

Bachelor's Degree

High School Diploma or GED with 4 years experience in sales, customer service or operations or commercial lending

Tools

Microsoft Excel

PowerPoint

Outlook

Job description

First Citizens Bank in Mission Viejo, CA is seeking a Sales Support Specialist (Business/Commercial Lending Assistant) to partner with Commercial and Business Banking teams, supporting loan sales, documentation, servicing, and client relationships.

The role requires a Bachelor’s degree or a HS diploma with 4+ years’ relevant experience; proficiency in Excel, PowerPoint and Outlook is expected, with preferred experience in commercial lending support.