Sales Support Specialist-SBA Express Program

First Citizens Bank; Florida; Remote; USD 45,000 - 65,000; Full time

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 coordinates documentation from application to commitment.

You will ensure adherence to SBA SOP and bank policies, communicate status to bankers, and maintain records across banking systems, delivering efficient service and an exceptional customer experience in a fast-paced environment.

Qualifications

• Minimum education: Bachelor's degree or high school/GED with 4 years in Sales, Customer Service, or Operations.
• Strong verbal and written communication skills.
• Ability to work in a fast-paced environment with multiple priorities.
• Proficiency with banking platforms and tools (BOSS, Spark).

Responsibilities

• Serve as primary resource for bankers by guiding them through the SBA Express application process.
• Review loan applications and supporting documentation to determine eligibility.
• Verify receipt of complete loan packages and ensure all required documentation is provided.
• Review applications to ensure minimum SBA blended score requirements are met.
• Process loan applications and due diligence documentation accurately within service standards.
• Ensure loan requests comply with SBA SOP, bank policies, and program guidelines.
• Communicate proactively with bankers regarding status, missing information, and next steps.
• Maintain accurate records and update banking systems throughout the origination process.
• Collaborate with internal partners to facilitate efficient loan processing and customer experience.
• Identify and elevate issues that may impact eligibility, approval, or processing timelines.

Skills

Customer service

Communication

Detail oriented

Prioritization skills

Education

Bachelor's degree OR High School Diploma or GED/Equivalent

Tools

BOSS

Spark

Job description

Overview

This is remote role and could be hired in NC, AZ, TX, GA, FL, or SC.

Overview

This is remote role and could be hired in NC, AZ, TX, GA, FL, or SC.

The Sales Support Specialist supports the Bank's Small Business Administration (SBA) Express Program through the execution of daily sales activities and application processing. This role serves as a key point of contact for bankers throughout the loan application process, helping ensure a smooth and efficient customer experience. The Sales Support Specialist reviews and analyzes SBA Express loan applications to determine SBA eligibility, verifies adherence to established policies and procedures, and coordinates the timely processing of loan documentation from application through commitment.

Responsibilities & Qualifications

Duties & 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.

Position Specific Skills

• Customer service skills
• Communication
• Detail Oriented
• Prioritization skills

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

• Strong verbal and written communication skills
• Demonstrated ability to work in a fast-paced, high-volume environment while managing multiple priorities
• Exceptional attention to detail and organizational skills
• Proficiency with BOSS, Spark, and other applicable banking platforms.
• Strong analytical and problem-solving skills.
• Ability to work independently and collaboratively within a team environment.
• Commitment to delivering a high level of customer service and operational excellence.

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.