Commercial Lending Support Coordinator

1 week ago


Jacksonville Florida, United States First Citizens Bank Full time

Overview:
First Citizens Bank presents a remarkable opportunity for a Commercial Lending Support Coordinator.

We are seeking banking professionals with a track record of success, who are self-driven and excel in building strong relationships.

This position plays a crucial role in collaborating with Commercial and/or Business Banking teams in the sales, servicing, and management of clients and loan portfolios.


Key Responsibilities:

Sales Assistance:

Deliver continuous sales assistance to Lenders, which encompasses identifying sales and cross-selling opportunities, organizing materials for presentations, scheduling sales calls as necessary, maintaining prospect lists, and participating in joint calls as required.


Documentation Management and Precision:
Initiates, processes, and ensures the precision of loan documentation for closings.

This involves entering financial data into the loan system and confirming that all essential documentation is included in the loan package prior to closing.


Continuous Credit Servicing Support and Precision: Addressing documentation exception issues, maintaining service standards, updating financial statements, and preparing files for all portfolio assessments.

Generate reports to monitor maturing lines/loans and service levels.

Monitoring of Overdue Credits:
Communicate, report, and follow up on overdue portfolios to ensure they remain current, while sustaining customer engagement.

Customer Service and Office Coordination:
Facilitates the initiation of deposit and other banking services with branch partners. Addresses customer inquiries and resolves issues.

First Citizens offers benefits programs tailored to meet our Associates' needs throughout their lives.

Full-time associates (20+ hours) are provided with a comprehensive benefits package, featuring customized offerings designed to support families, however defined.

Further details regarding our benefits offerings can be found here:
(url removed)

Qualifications:
Required Qualifications: High school diploma or GED

4+ years of experience in commercial lending support

Strong professional writing skills; the role will involve direct communication with customers and area leadership.

Preferred Qualifications: Proficient in Microsoft Excel, PowerPoint, Outlook, and other office support systems and applications.

Comfortable with loan assistance, loan documentation, and loan renewals.

Experience with the loan closing process, documentation, and understanding of borrowers and guarantors.


Ability to manage high-volume activities (overdue loan payments, maturing loans, annual reviews, etc.) and provide updates on the status.

#LI-KL1

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