Commercial Lending Assistant
3 days ago
First Citizens Bank is seeking a highly skilled Sales Support Specialist to join our Commercial Lending team. This is a full-time, in-branch role located at 950 North Glebe Road in Arlington, Virginia.
We are looking for banking professionals with a proven track record of success, who are self-motivated and possess strong relationship building skills. 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- Ongoing Sales Support: Provide ongoing sales support to Lenders, including 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 problem resolution.
- Required Education: High school or GED
- Required Experience:
- 4+ years' experience in commercial or business lending support
- Must be comfortable with loan documentation process
- Experience working at a Large Financial Institution
- Strong, professional written and verbal communication skills
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: #LI-KL1
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