Sales Support Specialist (commercial Loan Administrator)

Sales Support Specialist (Commercial Lending Assistant)

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

Ongoing Sales Support: Provide ongoing sales support to Lenders, including identifying sales and cross sell opportunities, coordinating materials for presentations, setting up sales calls, maintaining prospect lists, and making joint calls as needed.

Documentation Support: 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: 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.

Qualifications

Basic Requirements:

High School Diploma or GED with 4+ years of experience in sales or lending support OR

Bachelor’s Degree with experience in sales or lending support

Additional Requirements:

Must have 1+ years of experience, specifically in business or commercial loan processing. Mortgage loan processors will not be a good fit for this position.

Must have 1+ years of Loan Servicing and Documentation Preparation experience.

Strong working knowledge of the loan documentation and loan closing processes.

Experience with:

UCC filings

Assisting multiple bankers

Working in a fast-paced environment

Preferred Skills:

Proficient in Microsoft Office Suite

Highly organized and deadline driven

Detail oriented with strong focus on accuracy, compliance, and risk awareness in a banking environment

Strong ability to multitask

Professional written and verbal communication skills

Please note: There are no remote capabilities for this position at this time. Ideal candidate must live within commuting distance of 336 Washington Street in Wellesley, MA.

This job posting is expected to remain active for 90 days from the initial posting date listed above. If it is necessary to extend this deadline, the posting will remain active as appropriate. Job postings may come down early due to business need or a high volume of applicants.

If hired in Massachusetts, the base pay for this position is generally between $30.94 and $41.85. Actual starting base pay will be determined based on skills, experience, location, and other non-discriminatory factors permitted by law. For some roles, total compensation may also include variable incentives, bonuses, benefits, and/or other awards as outlined in the offer of employment.

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 jobs.firstcitizens.com/benefits.