Sales Support Specialist (Commercial Lending Assistant)

First Citizens Bank; Cedar Park (TX); On-site; USD 52,000 - 78,000; 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 groups in the sales, servicing and management of clients and loan portfolios.

This role emphasizes relationship-building, accuracy, and proactive support to loan operations. Ideal candidates live within commuting distance of listed Texas branches and will contribute to a collaborative team environment with opportunities in loan processing and customer service.

Qualifications

• 4+ years of experience in banking or lending support.
• Strong knowledge of loan documentation and closing processes.
• Proficient in Microsoft Office Suite and able to learn banking systems.

Responsibilities

• Service Standards - Foster collaborative partnerships that deliver value for customers, prospects and colleagues; initiate conversations to uncover sales or referral opportunities; listen attentively and address needs; seek coaching and support bank initiatives.
• Operations and Administration - Ensure compliance with regulations and bank policies; manage risk related to personal interactions and financial exposures; perform general office duties to ensure efficiency.

Skills

Banking experience

Sales support

Loan documentation knowledge

Microsoft Office

Attention to detail

Communication

Education

Bachelor’s Degree

High School Diploma or GED

Tools

Microsoft Office Suite

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.

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.

PLEASE NOTE

There are no remote capabilities for this position at this time. Ideal candidate must live within commuting distance of one of the following Texas branches:

• 1901 East WhiteStone Blvd. in Cedar Park
• 4334 N. Loop 1604 W. in Shavano Park
• 5500 Bee Cave Road in West Lake Hills
• 4101 Marathon Blvd. in Austin

Responsibilities & Qualifications

Duties & Responsibilities

• Service Standards - Foster collaborative partnerships that deliver value for customers, prospects and colleagues. Initiate conversation to uncover sales or referral opportunities. Listen attentively and ask insightful questions to understand customer needs and preferences; and take prompt actions to address immediate needs. Proactively look for way to optimize performance by seeking coaching, supporting Bank initiatives and leveraging tools to enhance activities.
• Operations and Administration - Comply with all regulations, bank policies, procedures and delegated authorities to manage risk related to credit, operational, reputational, regulatory and legal aspects of personal interactions, customer transactions and financial exposures. Complete required training by established deadlines. Perform general office management duties as assigned to ensure operational efficiency. Associates in roles defined to take deposits are accountable for transaction accuracy and operational efficiency of that function. The results may include an accountability for individual contribution as well as team performance.

Qualifications

• Basic Requirements:
  • High School Diploma or GED with 4+ years of experience in sales or lending support OR
  • Bachelor’s Degree with experience in sales or lending support
• Additional Skills and Experiences:
  • 4+ years of prior experience in banking, ideally in Commercial Lending Support
  • Strong working knowledge of the loan documentation and loan closing processes
  • Proficient in Microsoft Office Suite, strong computer skills, and an ability to learn banking systems
  • Highly organized with a strong attention to detail and an ability to multitask
  • Professional written and verbal communication skills
  • Ability to work collaboratively with bankers and other internal partners
  • Ideal candidate will have experience with:
    • Title documentation
    • Life insurance
    • Deeds of trust
    • U.C.C. filings1>
    • Mortgages
    • Assignments of rents
    • Surveys
    • Ordering Appraisals
    • Environmental reports
    • Tax returns and supporting documents

PLEASE NOTE

There are no remote capabilities for this position at this time. Ideal candidate must live within commuting distance of one of the following Texas branches:

• 1901 East WhiteStone Blvd. in Cedar Park
• 4334 N. Loop 1604 W. in Shavano Park
• 5500 Bee Cave Road in West Lake Hills
• 4101 Marathon Blvd. in Austin

Additional Information

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.