Remote SBA Express Loan Support Specialist

First Citizens Bank

Austin (TX)

Remote

USD 52,000 - 75,000

Full time

3 days ago
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Job summary

First Citizens Bank is seeking a Sales Support Specialist to back the SBA Express Program. This remote role supports bankers through the loan application process, reviews eligibility, and ensures timely processing from application through commitment.

You will verify documentation, monitor Experian score requirements, and collaborate with internal partners to deliver an exceptional customer experience while adhering to SBA SOP and bank policies.

Qualifications

  • Bachelor's degree or GED/equivalent with 4 years in Sales, CS, or Operations.
  • Strong verbal and written communication skills.
  • Customer service focus with high accuracy and speed.

Responsibilities

  • Serve as a primary resource for bankers by providing guidance and support throughout the application process.
  • Review loan applications and supporting documentation to determine eligibility.
  • Verify receipt of complete loan packages and confirm all required documentation has been provided.
  • Review applications to ensure minimum Experian Blended Score requirements are met.
  • Process loan applications and due diligence documentation accurately and within established service standards.
  • Ensure loan requests comply with SBA SOP, bank policies, and program guidelines.
  • Communicate proactively with bankers regarding application status, missing information, and next steps.
  • Maintain accurate records and update applicable banking systems throughout the loan origination process.
  • Collaborate with internal partners to facilitate efficient loan processing and an exceptional customer experience.
  • Identify and elevate issues that may impact eligibility, approval, or processing timelines.]
  • COMPANY NAME: First Citizens Bank
  • KEY POINTS: SBA Express sales support, remote role across multiple states, strong communication and attention to detail
  • <p>First Citizens Bank is seeking a Sales Support Specialist to back the SBA Express Program. This remote role supports bankers through the loan application process, reviews eligibility, and ensures timely processing from application through commitment.</p><p>You will verify documentation, monitor Experian score requirements, and collaborate with internal partners to deliver an exceptional customer experience while adhering to SBA SOP and bank policies.</p>
  • contract_type_role_data_not_applicable
  • on site
  • national
  • perks

Skills

Customer service
Communication
Detail oriented
Prioritization

Education

Bachelor's Degree
High School Diploma or GED

Tools

BOSS
Spark

Job description

First Citizens Bank is seeking a Sales Support Specialist to back the SBA Express Program. This remote role supports bankers through the loan application process, reviews eligibility, and ensures timely processing from application through commitment.

You will verify documentation, monitor Experian score requirements, and collaborate with internal partners to deliver an exceptional customer experience while adhering to SBA SOP and bank policies.

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