Commercial Lending Sales Support Pro

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

Job summary

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

The position requires strong relationship-building, accuracy in loan documentation, and proficiency with Microsoft Office tools. A background in commercial lending or banking operations is preferred and the base hourly pay ranges from $27.04 to $41.00.

Qualifications

• Bachelor's Degree OR 4 years' experience in sales, customer service, operations, or commercial lending.
• Experience in commercial loan documentation and lending support.
• Proficient in Microsoft Excel, PowerPoint, Outlook and other office systems.
• Prior work experience in a business/commercial/corporate banking environment is strongly preferred.

Responsibilities

• Ongoing Sales Support: Provide ongoing sales support to Lenders including identifying cross-sell opportunities, coordinating materials for presentations, setting up sales calls, maintaining prospect lists, and making joint calls as required.
• Documentation Support and Accuracy: Originates, processes and ensures accuracy of loan documentation for closings, inputs financial information into the loan system, and ensures all documents are included in the loan package.
• Ongoing Credit Servicing Support and Accuracy: Resolve documentation exception issues, maintain service levels, update financial statements, and prepare files for portfolio reviews.
• Monitoring of Past Due Credits: Communicate, report and follow up on portfolio past dues to keep accounts current and maintain customer contact.
• Ongoing Customer Service/Office Support: Coordinate opening of deposit and other banking services with branch partners; handle customer requests for information and problem resolution.

Skills

Commercial lending knowledge

Sales support

Relationship building

Education

Bachelor's Degree

High School Diploma + 4 years experience

Tools

Microsoft Excel

PowerPoint

Outlook

Job description

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

The position requires strong relationship-building, accuracy in loan documentation, and proficiency with Microsoft Office tools. A background in commercial lending or banking operations is preferred and the base hourly pay ranges from $27.04 to $41.00.