Commercial Lending Sales Support Specialist

First Citizens; Tacoma (WA); On-site; USD 39,000 - 55,000; Full time

Job summary

First Citizens Bank is seeking a Sales Support Specialist (Business/Commercial Lending Assistant) in-branch to support lenders with sales and cross-selling opportunities. The role includes processing loan documentation and servicing, and coordinating with branch partners to open banking services.

The position emphasizes accuracy, timely communication with borrowers, and maintaining strong relationships within Commercial/Business Banking groups.

Qualifications

• Ongoing Sales Support: assist Lenders with sales opportunities and joint calls.
• Documentation: originates and ensures loan documentation accuracy for closings.
• Credit servicing: track maturing lines/loans and prepare files for reviews.

Responsibilities

• Support lenders with sales activities and cross-sell opportunities.
• Process and verify loan documentation for closings and correct data in systems.
• Monitor portfolio and report past-due credits to keep accounts current.

Skills

Sales support

Cross-selling

Customer service

Documentation

Education

Bachelor's degree

GED/High School + 4 yrs exp

Tools

Excel

PowerPoint

Outlook

Job description

First Citizens Bank is seeking a Sales Support Specialist (Business/Commercial Lending Assistant) in-branch to support lenders with sales and cross-selling opportunities. The role includes processing loan documentation and servicing, and coordinating with branch partners to open banking services.

The position emphasizes accuracy, timely communication with borrowers, and maintaining strong relationships within Commercial/Business Banking groups.