Sales Support Specialist-SBA Express Program

First Citizens Bank; Raleigh (NC); A distancia; USD 55.000 - 75.000; Jornada completa

Descripción de la vacante

First Citizens Bank is seeking a Sales Support Specialist to assist SBA Express loan applications, guide bankers through the process, and ensure eligibility and timely documentation.

You will verify documentation, monitor status, and collaborate with internal partners to deliver excellent customer service and efficient loan processing.

Formación

• Bachelor's Degree or High School Diploma or GED/Equivalent with 4 years' sales, customer service, or operations experience.
• Strong verbal and written communication skills.
• Detail-oriented with ability to manage multiple priorities.

Responsabilidades

• Serve as a primary resource for bankers through the application process.
• Review loan applications to determine SBA eligibility.
• Verify complete loan packages and required documentation.
• Confirm minimum Experian Blended Score requirements are met.
• Process applications and due diligence documents accurately.
• Ensure SBA SOP and bank policies are followed.
• Communicate status, missing information, and next steps to bankers.
• Maintain accurate records in banking systems during origination.
• Collaborate with internal partners to expedite processing.
• Identify issues that may affect eligibility or timelines.

Conocimientos

Customer service skills

Communication

Detail Oriented

Prioritization skills

Educación

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

Herramientas

BOSS

Spark

Descripción del empleo

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.