Bank Sales Support Specialist

1 week ago


Houston, Texas, United States First Citizens Bank Full time
Overview

At First Citizens Bank, we're committed to helping people and businesses prosper. Our team is dedicated to providing exceptional service and support to our clients, and we're seeking a highly motivated and organized individual to join our Commercial Lending team as a Sales Support Specialist.

Responsibilities
  • Sales Support: Provide ongoing sales support to our Lenders, including identifying sales and cross-sell opportunities, coordinating materials for presentations, and setting up sales calls as needed.
  • Documentation Support and Accuracy: Originate, process, and ensure accuracy of loan documentation for closings, including entering financial information into our loan system and ensuring all necessary documentation is included in the loan package prior to closing.
  • Ongoing Credit Servicing Support and Accuracy: Resolve documentation exception issues, maintain service levels, update financial statements, and prepare 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: Coordinate opening of deposit and other banking services with branch partners, handle customer requests for information, and provide problem resolution.
Qualifications
  • Basic Qualifications: Bachelor's Degree or High School Diploma or GED with a minimum of 4 years' experience in sales, customer service, or operations, or commercial lending.
  • Preferred Qualifications: Experience in commercial loan processing, commercial lending support, proficiency in Microsoft Excel, PowerPoint, Outlook, and other office support systems and programs. Prior work experience in a business/commercial/corporate banking environment is strongly preferred.

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: https://jobs.firstcitizens.com/benefits.



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