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Palo Alto

    Bank Sales Support Specialist - Palo Alto, United States - First Citizens

    First Citizens
    First Citizens Palo Alto, United States

    1 day ago

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    Description
    Overview

    Forever Strong .
    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

    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.

    The base pay for this position is relative to your experience but the range is generally $25.40 to $38.94 per hour.

    First Citizens offers a competitive, comprehensive benefits program which you can review here:

    Qualifications


    Basic Qualifications:


    Bachelor's Degree OR High School Diploma or GED with a minimum of 4 years' experience in sales, customer service or operations.


    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.

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