Commercial Lending Assistant

3 days ago


Tampa, Florida, United States First Citizens Bank Full time

Overview:

First Citizens Bank is seeking a highly skilled Commercial Lending Assistant to join our team at our Tampa location. As a Sales Support Specialist, you will play a crucial role in supporting our Commercial and/or Business Banking groups in the sales, servicing, and management of clients and loan portfolios.

Key Responsibilities:

  • Ongoing Sales Support: Provide sales support to Lenders by 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: Originate, process, and ensure accuracy of loan documentation for closings, including 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: 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:

  • Required Qualifications:
    • High school diploma or GED
    • 2+ years' of relevant commercial lending assistance experience
    • Ability to commute to Tampa, 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
    • Strong ability to communicate, written and verbal


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