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Sales Support Specialist (Commercial Lending Assistant)

Company: Citizens Bank
Location: Greenville
Posted on: June 13, 2021

Job Description:

OverviewFirst Citizens Bank has an incredible opportunity for a Sales Support Specialist (Business 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. ResponsibilitiesOngoing 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. QualificationsHigh school or GED with a minimum of 2 years of sales, customer service or operations experience.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.by Jobble Associated topics: bank, financial security, investment analyst, merchant service, merchant service solution, payment, payment management solution, securities, security, treasury

Keywords: Citizens Bank, Greenville , Sales Support Specialist (Commercial Lending Assistant), Other , Greenville, South Carolina

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