Commercial Lending Assistant

3 days ago


Tampa, Florida, United States First Citizens Bank Full time
Job Summary

We are seeking a highly skilled Sales Support Specialist to join our Commercial Lending team at First Citizens Bank. As a key member of our team, you will provide exceptional support to our lenders, identifying sales opportunities, coordinating materials, and ensuring accurate loan documentation.

Responsibilities
  • Sales Support: Provide ongoing sales support to lenders, including identifying sales opportunities, coordinating materials, and setting up sales calls as needed.
  • Documentation Support: 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.
  • Credit Servicing Support: Resolve documentation exception issues, maintain service levels, update financial statements, and prepare files for portfolio reviews.
  • Customer Service: Coordinate opening of deposit and other banking services with branch partners, handle customer requests for information, and provide problem resolution.
Qualifications
  • Education: High school diploma or GED
  • Experience: 2+ years' of relevant commercial lending assistance experience
  • Skills: Proficient in Microsoft Excel, PowerPoint, Outlook, and other office support systems and programs

First Citizens Bank offers a comprehensive benefits program to support our associates' well-being and success. Learn more about our benefits offerings.



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