Strategic Commercial Lending Sales Support

First Citizens; Jacksonville (NC); In loco; USD 45.000 - 65.000; Tempo pieno

Descrizione del lavoro

First Citizens Bank is seeking a Sales Support Specialist (Commercial Lending Assistant) in the United States. The role collaborates with Commercial/Business Banking groups to support sales activities, service clients and manage loan portfolios.

The position emphasizes accurate loan documentation, servicing tasks, and proactive customer service. Candidates should have a business or banking background with strong Excel and office tools skills.

Competenze

• Bachelor's degree or High School Diploma or GED/Equivalent with 4 years' experience in Sales, Customer Service, or Operations.
• Experience in commercial loan documentation or lending support preferred.
• Proficient in Microsoft Excel, PowerPoint, Outlook and other office systems.

Mansioni

• Provide ongoing sales support to Lenders, identify sales and cross-sell opportunities, coordinate materials for presentations, and set up sales calls.
• Originates, processes and ensures accuracy of loan documentation for closings and loan packages.
• Monitor past due credits and support credit servicing; run reports to track maturing lines/loans and service levels.
• Coordinate opening of deposit and other banking services with branch partners and handle customer requests.

Conoscenze

Sales Support

Commercial Loans

Communication

Detail oriented

Process-Oriented

Formazione

Bachelor's degree

High School Diploma or GED/Equivalent

Strumenti

Microsoft Excel

PowerPoint

Outlook

Descrizione del lavoro

First Citizens Bank is seeking a Sales Support Specialist (Commercial Lending Assistant) in the United States. The role collaborates with Commercial/Business Banking groups to support sales activities, service clients and manage loan portfolios.

The position emphasizes accurate loan documentation, servicing tasks, and proactive customer service. Candidates should have a business or banking background with strong Excel and office tools skills.