Sales Support Specialist (Commercial Lending Assistant)

First Citizens Bank

Tampa, Florida

JOB DETAILS
SKILLS
Administrative Skills, Banking Services, Business Banking, Commercial Banking, Commercial Loans, Communication Skills, Compensation and Benefits, Contact Management, Cross-Selling, Customer Support/Service, Detail Oriented, Develop and Maintain Customers, Documentation, Financial Statements, High School Diploma, Investment Management, Loan Closing, Loan Documents, Loan Portfolio, Loan Processing, Loan Servicing, Loans, Microsoft Office, Multitasking, Organizational Skills, Presentation/Verbal Skills, Problem Solving Skills, Request for Information (RFI), Sales, Sales Support, Support Documentation, Up-Selling, Writing Skills
LOCATION
Tampa, Florida
POSTED
6 days ago
Overview:

First Citizens Bank has an incredible opportunity for a Sales Support Specialist (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.

 

PLEASE NOTE:There are no remote capabilities for this position at this time. Ideal candidate must live within commuting distance of one of the following branches:

  • 10670 Palm River Road, Tampa, Florida 33619
  • 5900 Central Avenue, St. Petersburg, Florida 33707
Responsibilities:
  • Ongoing Sales Support: Provide ongoing sales support to Lenders, including identifying sales and cross sell opportunities, coordinating materials for presentations, setting up sales calls, maintaining prospect lists, and making joint calls as needed.
  • Documentation Support: 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: 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.
Qualifications:
  • Basic Requirements:
    • High School Diploma or GED with 4+ years of experience in sales or lending support OR
    • Bachelor’s Degree with experience in sales or lending support

  • Additional Requirements: 
    • Must have 1+ years of experience, specifically commercial loan processing
    • Strong working knowledge of Loan Servicing and Documentation Preparation
    • Experience with portfolio management and financials
    • Proficient in Microsoft Office Suite
    • Highly organized with a strong attention to detail
    • Strong ability to multitask
    • Professional written and verbal communication skills


PLEASE NOTE:There are no remote capabilities for this position at this time. Ideal candidate must live within commuting distance of one of the following branches:

  • 5900 Central Avenue, St. Petersburg, Florida 33707
  • 10670 Palm River Road, Tampa, Florida 33619

 

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 #LI-KL1

About the Company

F

First Citizens Bank

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®

COMPANY SIZE
10,000 employees or more
INDUSTRY
Banking
EMPLOYEE BENEFITS
Paid Sick Days, Prescription Drug Coverage, Professional Development, 401K, Flexible Spending Accounts, Retirement / Pension Plans, Life Insurance
FOUNDED
1898
WEBSITE
https://www.firstcitizens.com