Commercial Loan Assistant

First Citizens; Jacksonville (FL); On-site; USD 48,000 - 64,000; Full time

Job summary

First Citizens Bank in Jacksonville seeks a Sales Support Specialist (Commercial Lending Assistant) to join our team. You will support commercial lending functions, build client relationships, and help manage loan portfolios in a collaborative environment.

The role emphasizes accuracy, organization, and strong communication as you interact with bankers and internal partners to deliver service and compliance across processes.

Qualifications

• 4+ years of banking experience, ideally in Commercial Lending Support
• Knowledge of loan documentation and closing processes
• Professional written and verbal communication skills

Responsibilities

• Service Standards – foster partnerships to deliver value for customers and colleagues; identify sales/referral opportunities.
• Operations and Administration – comply with regulations and policies; maintain accuracy and efficiency in transactional work.

Skills

Banking experience

Lending support

MS Office

Organizational skills

Communication skills

Team collaboration

Attention to detail

Education

High School Diploma or GED

Bachelor’s Degree

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.

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.