Commercial Banking Support Specialist

4 days ago


Des Moines, Iowa, United States First Citizens Bank Full time

We are seeking a highly skilled Sales Support Specialist to join our Commercial Banking team at First Citizens Bank. 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:

  • Provide ongoing sales support to Lenders, including identifying sales and cross-sell opportunities, coordinating materials for presentations, and setting up sales calls as needed.
  • Originate, process, and ensure accuracy of loan documentation for closings, including entering financial information into the loan system and ensuring all necessary documentation is included in the loan package prior to closing.
  • Resolving documentation exception issues, maintaining service levels, updating financial statements, and preparing files for all portfolio reviews.
  • Communicate, report, and follow up on portfolio past dues to ensure they remain current, while maintaining customer contact.
  • Coordinate opening of deposit and other banking services with branch partners and handle customer requests for information and problem resolution.

Qualifications:

  • Bachelor's Degree or High School Diploma or GED with a minimum of 4 years' experience in sales, customer service, or commercial lending.
  • Experience in commercial loan documentation, commercial lending support, and proficiency in Microsoft Excel, PowerPoint, Outlook, and other office support systems and programs.

First Citizens Bank is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, sex, age, disability, protected veteran status, sexual orientation, gender identity, genetic information, military membership, application, or obligation, or any other legally protected status.



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