Commercial Lending Sales Support Specialist

First Citizens Bank; Bellevue (WA); On-site; USD 37,000 - 55,000; Full time

Job summary

First Citizens Bank is seeking a Sales Support Specialist (Business/Commercial Lending Assistant) to partner with Commercial and Business Banking teams. This in-branch role supports sales, loan documentation, and credit servicing while ensuring accuracy and client satisfaction.

The position emphasizes collaboration with branch partners, portfolio servicing, and proactive customer service to drive business growth. Local office in Bellevue, WA; not remote.

Qualifications

• Bachelor’s degree or GED with 4+ years in sales, customer service, operations or commercial lending.
• Experience with loan documentation and credit servicing preferred.
• Proficiency in Excel, PowerPoint and Outlook.

Responsibilities

• Provide ongoing sales support to lenders, coordinate materials for presentations, set up calls, maintain prospect lists.
• Originates, processes and ensures accuracy of loan documentation for closings.
• Resolve documentation exceptions, track service levels and prepare portfolio files for reviews.
• Monitor portfolio past dues and maintain customer contact.
• Coordinate opening of deposits and other banking services with branch partners; handle inquiries.

Skills

Commercial lending knowledge

Paralegal support

Banking office experience

Education

Bachelor’s degree or GED + 4 years in sales/customer service/operations/commercial lending

Tools

Microsoft Excel

PowerPoint

Outlook

Job description

First Citizens Bank is seeking a Sales Support Specialist (Business/Commercial Lending Assistant) to partner with Commercial and Business Banking teams. This in-branch role supports sales, loan documentation, and credit servicing while ensuring accuracy and client satisfaction.

The position emphasizes collaboration with branch partners, portfolio servicing, and proactive customer service to drive business growth. Local office in Bellevue, WA; not remote.