Commercial Lending Assistant

1 week ago


Charlotte, North Carolina, United States First Citizens Bank Full time
Job Description

Overview

First Citizens Bank is seeking a highly motivated and experienced Sales Support Specialist to join our team. As a key member of our Commercial Lending team, you will be responsible for providing exceptional sales support to our lenders, identifying sales and cross-sell opportunities, and ensuring the accuracy of loan documentation.

Responsibilities

  • Provide Ongoing Sales Support: Assist lenders in identifying sales and cross-sell opportunities, coordinate materials for presentations, and set up sales calls as needed.
  • Documentation Support and Accuracy: 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.
  • 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 problem resolution.

Qualifications

  • Basic Qualifications:
    • High school or GED with a minimum of 2 years of sales, customer service, or operations experience.
  • Preferred Qualifications:
    • Experience in commercial loan documentation, commercial lending support, or other banking position.
    • Proficient in Microsoft Excel, PowerPoint, Outlook, and other office support systems and programs.
    • Experience in paralegal support.

About First Citizens Bank

First Citizens Bank is a leading financial institution with a rich history and a commitment to excellence. We offer a comprehensive benefits program, competitive compensation, and opportunities for professional growth and development. If you are a motivated and experienced professional looking for a challenging and rewarding career, we encourage you to apply.



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