Dynamic Commercial Lending Sales Support Specialist

First Citizens Bank; Jacksonville (NC); On-site; USD 42,000 - 62,000; Full time

Job summary

First Citizens Bank in North Carolina is seeking a Sales Support Specialist (Commercial Lending Assistant) to partner with Commercial and Business Banking teams in sales, servicing and management of clients and loan portfolios.

You will provide ongoing sales support to lenders, assist with loan documentation, credit servicing, and customer service tasks, while helping maintain portfolio accuracy and up-to-date information across systems.

Qualifications

• Bachelor's Degree or GED with 4 years of Sales or Customer Service or Operations experience.
• Strong communication and organizational skills.
• Experience in commercial loan documentation preferred.
• Proficient in MS Office

Responsibilities

• Ongoing Sales Support: assist Lenders with sales and cross-sell opportunities, coordinate materials for presentations, and manage prospect lists.
• Documentation Support and Accuracy: originate and ensure accuracy of loan docs and data entry for closings.
• Ongoing Credit Servicing Support and Accuracy: resolve documentation issues and prepare files for portfolio reviews.
• Monitoring of Past Due Credits: report and follow up to keep accounts current.
• Ongoing Customer Service/Office Support: coordinate banking services with branch partners and handle inquiries.

Skills

Sales Support

Commercial Loans

Communication (Written and Verbal)

Detail oriented

Process-Oriented

Education

Bachelor's Degree

High School Diploma or GED

Tools

Microsoft Excel

PowerPoint

Outlook

Job description

First Citizens Bank in North Carolina is seeking a Sales Support Specialist (Commercial Lending Assistant) to partner with Commercial and Business Banking teams in sales, servicing and management of clients and loan portfolios.

You will provide ongoing sales support to lenders, assist with loan documentation, credit servicing, and customer service tasks, while helping maintain portfolio accuracy and up-to-date information across systems.