Sales Support Specialist - Commercial Lending
Posted on Sep 28, 2024 by First Citizens Bank
Winter Park, FL
Insurance
Immediate Start
Annual Salary
Full-Time
Overview:
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:
Required Qualifications:High school or GED
4+ years of experience in sales or lending support
Preferred Qualifications:Experience in commercial loan documentation, or commercial lending support
Proficient in Microsoft Office
Highly organized
Professional written and verbal communication skills
First Citizens benefits programs are designed to meet our associates where they are in life. Full time associates (20+ hours) are offered a comprehensive benefits program, with customized offerings, including those designed to support families, however defined. More information regarding our benefits offerings can be found here: (url removed) #LI-KL1
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:
Required Qualifications:High school or GED
4+ years of experience in sales or lending support
Preferred Qualifications:Experience in commercial loan documentation, or commercial lending support
Proficient in Microsoft Office
Highly organized
Professional written and verbal communication skills
First Citizens benefits programs are designed to meet our associates where they are in life. Full time associates (20+ hours) are offered a comprehensive benefits program, with customized offerings, including those designed to support families, however defined. More information regarding our benefits offerings can be found here: (url removed) #LI-KL1
Reference: 202648001
https://jobs.careeraddict.com/post/95646318
Sales Support Specialist - Commercial Lending
Posted on Sep 28, 2024 by First Citizens Bank
Winter Park, FL
Insurance
Immediate Start
Annual Salary
Full-Time
Overview:
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:
Required Qualifications:High school or GED
4+ years of experience in sales or lending support
Preferred Qualifications:Experience in commercial loan documentation, or commercial lending support
Proficient in Microsoft Office
Highly organized
Professional written and verbal communication skills
First Citizens benefits programs are designed to meet our associates where they are in life. Full time associates (20+ hours) are offered a comprehensive benefits program, with customized offerings, including those designed to support families, however defined. More information regarding our benefits offerings can be found here: (url removed) #LI-KL1
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:
Required Qualifications:High school or GED
4+ years of experience in sales or lending support
Preferred Qualifications:Experience in commercial loan documentation, or commercial lending support
Proficient in Microsoft Office
Highly organized
Professional written and verbal communication skills
First Citizens benefits programs are designed to meet our associates where they are in life. Full time associates (20+ hours) are offered a comprehensive benefits program, with customized offerings, including those designed to support families, however defined. More information regarding our benefits offerings can be found here: (url removed) #LI-KL1
Reference: 202648001
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