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Bank Sales Support Specialist (Commercial Loan Processor)

First Citizens Bank
  • Overland Park, Kansas
  • Full-time
5 days ago

Job Description

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:
  • Ongoing Sales Support: Provide ongoing sales support to Lenders which includes 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: Originates, processes and ensures accuracy of loan documentation for closings. This includes 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: Resolving documentation exception issues, maintaining service levels, updating financial statements and preparing 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: Coordinates opening of deposit and other banking services with branch partners. Handles customer requests for information and problem resolution.

 

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.

Numbers & Facts

LocationOverland Park, Kansas
Job TypeFull-time
IndustryBanking
Company Size10,000 employees or more
Year Founded1898
Websitehttps://www.firstcitizens.com

Benefits

Paid Sick Days, Prescription Drug Coverage, Professional Development, 401K, Flexible Spending Accounts, Retirement / Pension Plans, Life Insurance

About Company

First Citizens Bank helps personal, business, commercial and wealth clients build financial strength that lasts. As the largest family-controlled bank in the United States, First Citizens is continuing a unique legacy of strength, stability, and long-term thinking that has spanned generations. Founded in 1898 and headquartered in Raleigh, N.C., First Citizens also operates a nationwide direct bank and a network over 550 branches in 22 states. Industry specialists bring a depth of expertise that helps businesses and individuals meet their specific goals at every stage of their financial journey. First Citizens Bank brings together personal service and powerful tools to help customers do more with their money – and make more of their future.  

Looking for a career with CIT? CIT is now a division of First Citizens Bank.

First Citizens Bank. Forever First®

Skills

  • Administrative Skillsunmatched
  • Banking Servicesunmatched
  • Business Bankingunmatched
  • Business Loansunmatched
  • Commercial Bankingunmatched
  • Commercial Loansunmatched
  • Compensation and Benefitsunmatched
  • Contact Managementunmatched
  • Corporate Bankingunmatched
  • Cross-Sellingunmatched
  • Customer Service Operationsunmatched
  • Customer Support/Serviceunmatched
  • Develop and Maintain Customersunmatched
  • Documentationunmatched
  • Financial Statementsunmatched
  • High School Diplomaunmatched
  • Leadershipunmatched
  • Loan Closingunmatched
  • Loan Documentsunmatched
  • Loan Portfoliounmatched
  • Loan Processingunmatched
  • Loansunmatched
  • Microsoft Excelunmatched
  • Microsoft Outlookunmatched
  • Microsoft PowerPointunmatched
  • Paralegalunmatched
  • Problem Solving Skillsunmatched
  • Request for Information (RFI)unmatched
  • Salesunmatched
  • Sales Supportunmatched
  • Support Documentationunmatched
  • Up-Sellingunmatched

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