Sales Support Specialist (Commercial Lending Assistant)
Wilmington, North Carolina, United States · On-site
Mid level$33M raised
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Wilmington, North Carolina, United States · On-site
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Wilmington, North Carolina, United States · On-site
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Wilmington, North Carolina, United States · On-site
Mid level
About the Role As a seasonal Experienced Tax Professional at H&R Block, you are a trusted advisor who helps clients navigate complex tax situations with confidence. You'll use your expertise to prepare accurate returns, …
Wilmington, North Carolina, United States · On-site
Mid level
About the Role As a seasonal Experienced Tax Professional at H&R Block, you are a trusted advisor who helps clients navigate complex tax situations with confidence. You'll use your expertise to prepare accurate returns, …
Wilmington, North Carolina, United States · On-site
Mid level
About the Role As a seasonal Experienced Tax Professional at H&R Block, you are a trusted advisor who helps clients navigate complex tax situations with confidence. You'll use your expertise to prepare accurate returns, …
Wilmington, North Carolina, United States · On-site
Mid level
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Wilmington, North Carolina, United States · On-site
Entry level
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Sales Support Specialist (Commercial Lending Assistant)
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Full-time
bachelor degree, high school
Posted 8d ago
Apply by Sep 3
~40 hrs/week
Responsibilities
This role supports daily sales activities by analyzing financial data, preparing client documentation, and identifying new business opportunities. The specialist also ensures client satisfaction by resolving account inquiries and providing expert product knowledge.
Requirements
Candidates must possess either a Bachelor's degree or a High School Diploma/GED combined with at least 4 years of experience in sales, customer service, or operations. Strong communication skills and a detail-oriented approach are required for success in this position.
Full job description
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.
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.
Position Specific Skills:
Sales Support
Commercial Loans
Communication (Written and Verbal)
Detail oriented
Process-Oriented
Qualifications:
Minimum Required Education and Experience: Bachelor's Degree OR High School Diploma or GED/Equivalent and 4 years' experience in Sales, or Customer Service, or Operations.
Preferred Qualifications:
Experience in commercial loan documentation, commercial lending support or other banking position.
Proficient in Microsoft Excel, PowerPoint, Outlook and other office support systems and programs.
Experience in paralegal support.
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.
First Citizens Bank helps personal, business, commercial and wealth clients build financial strength that lasts. Headquartered in Raleigh, N.C., First Citizens has built a unique legacy of strength, stability and long-term thinking that has spanned generations. First Citizens offers an array of general banking services including a network of more than 500 branches and offices in 30 states; commercial banking expertise delivering best-in-class lending, leasing and other financial services coast to coast; innovation banking serving businesses at every stage; and a nationwide direct bank. Parent company First Citizens BancShares, Inc. (NASDAQ: FCNCA) is a top 20 U.S. financial institution with more than $200 billion in assets.
Visit firstcitizens.com or call toll-free 1.888.FC DIRECT (1.888.323.4732). First Citizens Bank. Forever First®. Member FDIC. Equal Housing Lender.
Social Media Terms of Use: https://www.firstcitizens.com/socialterms
Offices: 4300 Six Forks Road, Raleigh, North Carolina 27609, US