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Sales Support Specialist

1 month ago

Bonita Springs, United States First Citizens Bank Full time
Overview:

First Citizens Bank has an incredible opportunity for a Sales Support Specialist (Commercial Lending Assistant) at our Bonita Springs location. 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.

 

*PLEASE NOTE: This is NOT a remote position.

Responsibilities:
  • Ongoing Sales Support: Provide ongoing sales support to Lenders which includes identifying sales and cross sell opportunities, coordinating materials for presentations, setting up sales calls as needed, maintaining prospect lists, and making joint calls as required.
  • Documentation Support and Accuracy: 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 and Accuracy: 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 with a minimum of 4 years’ relevant experience
    • Commuting distance from 8891 Timberwilde Drive in Bonita Springs, Florida.

  • Preferred Qualifications:
    • Experience in commercial loan documentation, or commercial lending support.
    • Proficient in Microsoft Excel, PowerPoint, Outlook and other office support systems and programs

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