On-Site Commercial Lending Sales Support Specialist

First Citizens Bank; Shavano Park (TX); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Benefits package

Job summary

First Citizens Bank is seeking a Sales Support Specialist (Commercial Lending Assistant) to partner with Commercial and Business Banking teams in sales, servicing and management of loan portfolios. The role requires strong relationship-building and a proactive approach to client needs.

The ideal candidate will have 4+ years in banking or lending support, experience with loan documentation and closing processes, and proficient Microsoft Office skills.

Qualifications

• 4+ years of prior experience in banking, ideally in Commercial Lending Support.
• Strong knowledge of loan documentation and loan closing processes.
• Proficient in Microsoft Office and able to learn banking systems.

Responsibilities

• Service Standards - Foster partnerships that deliver value and identify sales or referral opportunities; seek coaching and utilize tools to improve activities.
• Operations and Administration - Comply with regulations, bank policies and procedures; manage risk and ensure operational efficiency.

Skills

Relationship building

Microsoft Office

Banking systems

Communication skills

Multitasking

Education

High School Diploma or GED with 4+ years in sales or lending support

Bachelor's Degree with experience in sales or lending support

Tools

Microsoft Office Suite

Banking systems

Job description

First Citizens Bank is seeking a Sales Support Specialist (Commercial Lending Assistant) to partner with Commercial and Business Banking teams in sales, servicing and management of loan portfolios. The role requires strong relationship-building and a proactive approach to client needs.

The ideal candidate will have 4+ years in banking or lending support, experience with loan documentation and closing processes, and proficient Microsoft Office skills.