Bank Sales Support Specialist(Commercial Loan Processor) jobs in United States
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First Citizens Bank · 2 months ago

Bank Sales Support Specialist(Commercial Loan Processor)

First Citizens Bank is committed to helping people and businesses prosper. They are seeking a Sales Support Specialist to partner with Commercial and Business Banking groups in managing clients and loan portfolios, providing sales support and ensuring accuracy in loan documentation.

BankingInsuranceLendingPaymentsWealth Management
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H1B Sponsor Likelynote

Responsibilities

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
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
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
Communicate, report and follow up on portfolio past dues to ensure they remain current, while maintaining customer contact
Coordinates opening of deposit and other banking services with branch partners. Handles customer requests for information and problem resolution

Qualification

Commercial loan documentationCommercial lending supportMicrosoft ExcelMicrosoft PowerPointMicrosoft OutlookCustomer serviceSales supportParalegal supportRelationship building

Required

+ - 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

+ - 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

Company

First Citizens Bank

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First Citizens Bank provides banking services, essential business and professional services, wealth management capabilities, and more.

H1B Sponsorship

First Citizens Bank has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (126)
2024 (115)
2023 (249)
2022 (53)
2021 (12)
2020 (9)

Funding

Current Stage
Public Company
Total Funding
$33M
2021-05-07Post Ipo Debt· $10M
2018-08-29Post Ipo Debt· $23M
1986-10-31IPO

Leadership Team

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Craig Nix
Chief Financial Officer
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Samantha Bureau - Johnson
SVP & Director, Customer Contact Center
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Company data provided by crunchbase