Commercial Lending Assistant

6 days ago


Miami, Florida, United States First Citizens Bank Full time
Job Title: Sales Support Specialist

First Citizens Bank is seeking a highly skilled Sales Support Specialist to join our team in the Commercial Lending department. As a key member of our team, you will provide critical support to our Lenders, identifying sales and cross-sell opportunities, coordinating materials for presentations, and maintaining prospect lists.

Responsibilities:
  • Provide Ongoing Sales Support: Identify sales and cross-sell opportunities, coordinate materials for presentations, and maintain prospect lists to support Lenders in their sales efforts.
  • 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, as well as 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.

First Citizens Bank offers a comprehensive benefits program to support our associates in their personal and professional lives. For more information, visit our benefits page.



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