Sales Support Specialist - Commercial Lending

First Citizens; Charlotte (NC); On-site; USD 45,000 - 65,000; Full time

Job summary

A leading bank is seeking a Sales Support Specialist to join their team in Charlotte. This role involves supporting Lenders with sales, managing loan documentation, and maintaining excellent customer service. Ideal candidates will have experience in sales and a solid understanding of commercial lending.

Qualifications

• Minimum 4 years' experience in sales, customer service or operations.
• Experience in commercial loan documentation or lending support preferred.
• Paralegal support experience is a plus.

Responsibilities

• Provide ongoing sales support to Lenders and identify sales opportunities.
• Ensure accuracy of loan documentation for closings.
• Monitor portfolio past dues and communicate with clients.

Skills

Customer Service

Sales Support

Relationship Building

Problem Resolution

Documentation Accuracy

Credit Servicing

Education

High school or GED

Tools

Microsoft Excel

Microsoft PowerPoint

Microsoft Outlook

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

• Ongoing Sales Support: Provide ongoing sales support to Lenders which includes identifying sales and cross sell opportunities, coordinating materials for presentations, setting up sales calls as needed, maintaining prospect lists and making joint calls as required.

• Documentation Support and Accuracy: Originates, processes and ensures accuracy of loan documentation for closings. This includes entering financial information into the loan system and ensuring that all necessary documentation is included in the loan package prior to closing.

• Ongoing Credit Servicing Support and Accuracy: Resolving documentation exception issues, maintaining service levels, updating financial statements and preparing files for all portfolio reviews. Run reports to track maturing lines/loans and service levels.

• Monitoring of Past Due Credits: Communicate, report and follow up on portfolio past dues to ensure they remain current, while maintaining customer contact.

• Ongoing Customer Service/Office Support: Coordinates opening of deposit and other banking services with branch partners. Handles customer requests for information and problem resolution.

Qualifications

Basic Qualifications:

High school or GED with a minimum of 4 years’ experience in sales, customer service or operations.

Preferred Qualifications:

Experience in commercial loan documentation, commercial lending support or other banking position.

Proficient in Microsoft Excel, PowerPoint, Outlook and other office support systems and programs.

Experience in paralegal support.

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.