Bank Sales Support Specialist
First Citizens Bank
Englewood, CO0–6 yrs1h agovia LinkedIn
About the Role
First Citizens Bank is hiring banking professionals for a Sales Support Specialist (Business/Commercial Lending Assistant) role. This position partners with Commercial and/or Business Banking groups in the sales, servicing, and management of clients and loan portfolios.
Key Responsibilities
- Provide ongoing sales support to Lenders, including identifying sales and cross-sell opportunities.
- Coordinate presentation materials and set up sales calls.
- Maintain prospect lists and participate in joint calls.
- Originate, process, and ensure accuracy of loan documentation for closings.
- Enter financial information into the loan system and ensure complete loan packages.
- Resolve documentation exception issues and maintain service levels.
- Update financial statements and prepare files for portfolio reviews.
- Run reports to track maturing lines/loans and service levels.
- Monitor, communicate, report, and follow up on portfolio past dues.
- Maintain customer contact for past due credits.
- Coordinate the opening of deposit and other banking services with branch partners.
- Handle customer requests for information and problem resolution.
Requirements & Tech Stack
- Microsoft Excel
- Microsoft PowerPoint
- Microsoft Outlook
- Other office support systems and programs
Qualifications
- Bachelor’s Degree OR High School Diploma or GED with a minimum of 4 years’ experience in sales, customer service or operations or commercial lending.
- Experience in commercial loan documentation.
- Experience in commercial lending support.
- Experience in paralegal support.
- Prior work experience within a business/commercial/corporate banking environment is strongly preferred.