Remote SBA Express Sales Support Specialist

First Citizens Bank; Columbia (SC); Remote; USD 50,000 - 70,000; Full time

Job summary

First Citizens Bank is seeking a Sales Support Specialist to assist bankers with SBA Express loan applications, ensuring eligibility and timely processing. You will review documentation, verify completeness, and coordinate steps from application to commitment, while maintaining strong customer service throughout the process.

The role emphasizes accuracy, policy adherence, and proactive communication with bankers, supporting a smooth loan origination experience in a remote-capable environment.

Qualifications

• Bachelor's degree or high school diploma with 4+ years in sales or customer service.
• Experience reviewing SBA Express loan applications for eligibility.
• Ability to verify documentation and adhere to policy.

Responsibilities

• Serve as primary resource for bankers during the SBA Express application process.
• Review loan applications to determine eligibility.
• Verify complete loan packages and required documents.
• Ensure SBA SOP compliance and adhere to bank policies.
• Communicate status and next steps with bankers.
• Maintain accurate records in banking systems.
• Collaborate with internal partners to speed processing.
• Identify issues impacting eligibility or timelines.

Skills

Customer service skills

Communication

Detail Oriented

Prioritization skills

Education

Bachelor's degree or high school diploma with 4+ years in sales or customer service

Tools

BOSS

Spark

Job description

First Citizens Bank is seeking a Sales Support Specialist to assist bankers with SBA Express loan applications, ensuring eligibility and timely processing. You will review documentation, verify completeness, and coordinate steps from application to commitment, while maintaining strong customer service throughout the process.

The role emphasizes accuracy, policy adherence, and proactive communication with bankers, supporting a smooth loan origination experience in a remote-capable environment.