Sales Support Specialist (Commercial Lending Assistant)

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

Job summary

First Citizens Bank is seeking a Sales Support Specialist (Commercial Lending Assistant) to support loan origination, documentation, and client service within our Commercial Banking team in Greenville, NC. You will coordinate materials for presentations, prepare loan packages, run servicing reports, and help with portfolio reviews while maintaining strong client relationships.

A Bachelor's degree with 4 years of related experience is preferred, along with proficiency in Excel, PowerPoint, and

Qualifications

• Bachelor's degree or equivalent and 4 years' experience in Sales, Customer Service, or Operations.
• Experience in commercial loan documentation or lending support is preferred.
• Proficient in Microsoft Excel, PowerPoint, Outlook and other office systems.

Responsibilities

• Provide ongoing sales support to Lenders, identify cross-sell opportunities, coordinate materials for presentations, and set up sales calls.
• Originate and process loan documentation for closings, enter financial information into loan systems, and ensure complete loan packages.
• Resolve documentation exceptions, maintain service levels, update financial statements, and prepare files for portfolio reviews.

Skills

Sales Support

Commercial Loans

Communication

Detail oriented

Process-Oriented

Education

Bachelor's Degree

High School Diploma or GED/Equivalent

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 & Qualifications

• 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.

Position Specific Skills

• Sales Support
• Commercial Loans
• Communication (Written and Verbal)
• Detail oriented
• Process-Oriented

Qualifications

Minimum Required Education and Experience: Bachelor's Degree OR High School Diploma or GED/Equivalent and 4 years' experience in Sales, or 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.

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.