Bank Sales Support Specialist (Commercial Loan Processor)

Job summary

The specialist supports commercial and business banking groups by managing client relationships, loan portfolios, and sales operations. They are responsible for preparing loan documentation, analyzing financial data, and providing product expertise to resolve client inquiries.

Job details

Overview What sets First Citizens apart? Strong leadership, enduring values, and a commitment to helping people and businesses prosper. First Citizens Bank has an opportunity for a Sales Support Specialist (Business/Commercial Lending Assistant). We are hiring banking professionals who have had proven success in their past careers, 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 & Qualifications Duties & Responsibilities: Service & Support - Uncovers sales opportunities through analysis, reporting, and daily support operations. Works directly with individuals to address issues and respond to inquiries. Determines target needs and provides resolution. May serve as the main point of contact for clients throughout sales process, and assists in calls or presentations intended to solicit business. Documentation - Prepares documentation presented to clients. This may include proposals, service agreements, and implementation forms. Data Analysis - Sources, compiles, and interprets financial data. Performs analysis to determine trends in market, product, or client information. Product Specialist - Provides knowledge in area of work. Assists in process troubleshooting for both internal and external parties. May assist in creating and monitoring pricing of Bank products or services, including evaluating competitor products and making suggestions to enhance the attractiveness of Bank offerings. Basic 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 Preferred Qualifications: Experience in commercial loan documentation, commercial lending support Proficient in Microsoft Excel, PowerPoint, Outlook and other office support systems and programs. Experience in paralegal support. Prior work experience: experience within a business/commercial/corporate banking environment is strongly preferred. Additional Information Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits.

What you’ll do

The specialist supports commercial and business banking groups by managing client relationships, loan portfolios, and sales operations. They are responsible for preparing loan documentation, analyzing financial data, and providing product expertise to resolve client inquiries.

Requirements

Candidates must have a Bachelor's degree or a High School Diploma/GED with at least 4 years of experience in sales, operations, or commercial lending. Proficiency in Microsoft Office and experience in a commercial banking environment are strongly preferred.

Benefits

• Competitive benefits program

Listed skills

• Customer service · Preferred
• Microsoft Excel · Preferred
• Microsoft Outlook · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Commercial lending
• Loan documentation
• Sales support
• Customer service
• Financial data analysis
• Relationship building
• Microsoft Excel
• Microsoft PowerPoint
• Microsoft Outlook
• Paralegal support
• Reporting
• Business banking
• Process troubleshooting
• Market trend analysis
• Sales Support
• Commercial Loan Documentation
• Commercial Lending
• Self-Motivation
• Data Analysis
• Commercial Banking
• Management
• Customer Service
• Sales
• Financial Data
• Leadership
• Loans
• Operations
• Presentations
• Relationship Building
• Sales Process
• Troubleshooting (Problem Solving)

Job areas

• Finance & Accounting
• Sales
• Customer Service & Support
• Administrative
• Commercial Loan Processor
• Sales Support Specialist
• Commercial Sales Representatives
• Sales Representatives of Services, Except Advertising, Insurance, Financial Services, and Travel