Sales Support Specialist-SBA Express Program

First Citizens Bank; Scottsdale (AZ); Remote; USD 48,000 - 72,000; Full time

Job summary

First Citizens Bank is seeking a Sales Support Specialist for the SBA Express Program. This remote role supports daily sales activities and helps streamline loan applications from intake to commitment.

You will partner with bankers across the loan lifecycle, verify eligibility against SBA SOP and policies, and ensure timely processing of documentation while maintaining accurate records in banking systems. Strong communication and detail orientation are essential.

Qualifications

• Bachelor’s degree or GED plus 4 years in Sales, customer service, or operations.
• Strong verbal and written communication skills.
• Ability to work in a fast-paced, high-volume environment.
• Proficiency with BOSS, Spark, and banking platforms.

Responsibilities

• Serve as primary resource for bankers during the application process.
• Review loan applications to determine SBA eligibility.
• Verify receipt of complete loan packages and documentation.
• Check applications meet Experian Blended Score requirements.
• Process loan applications and due diligence documents within service standards.
• Ensure loan requests comply with SBA SOP, policies, and guidelines.
• Communicate status, missing information, and next steps with bankers.
• Maintain records and update banking systems during origination.
• Collaborate with internal partners to expedite processing and customer experience.
• Identify issues that may affect eligibility, approval, or timelines.

Skills

Customer service

Communication

Detail oriented

Prioritization

Education

Bachelor's degree or GED/Equivalent

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.

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.