110 Sales Support Specialist (Commercial Lending Assistant) Jobs in Jacksonville, FL
First Citizens Bank is Hiring a Sales Support Specialist (Commercial Lending Assistant) Near Jacksonville, FL
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
- 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.
Qualifications
- Required Qualifications
- High school or GED
- 4 years' experience in commercial lending support
- Professional writing skills; the role will communicate directly to customers and area leadership
- Preferred Qualifications
- Proficient in Microsoft Excel, PowerPoint, Outlook and other office support systems and programs.
- Must be comfortable with loan assistance, loan documentation, and loan renewals.
- Experience with the loan closing process, documentation, and understanding of borrowers and guarantors.
- Capability to handle high volume activity (past due loan payments, maturing loans, annual reviews, etc.) and provide updates on the status.
Job Summary
Full Time
$49k-62k (estimate)
06/25/2024
07/12/2024
firstcitizens.com
MILWAUKEE, WI
3,000 - 7,500
1898
RALPH GARCIA
$1B - $3B
Banking
Related Companies
About First Citizens Bank
For more than 100 years, Raleigh, N.C. -headquartered First Citizens Bank has helped customers do more with the money they earn, save and invest. Along the way, weve built our company on such timeless values as integrity, hard work and taking the long-term view. In 1898, First Citizens began as the Bank of Smithfield in Johnston County, N.C. From a single office, First Citizens has grown to more than 550 branches in 19 states. First Citizens today is a full-service banking institution with more than 6,500 employees. Our parent company, First Citizens BancShares, Inc. (NASDAQ: FCNCA), has more ...than $35 billion in assets. First Citizens is now the countrys largest family-controlled bank, with a record of stable leadership few institutions can rival. First Citizens offers: Traditional banking services. Essential business and professional services. Wealth management capabilities. Hundreds of branches and ATMs, a full-service telephone bank and sophisticated online and mobile banking offerings. For over 120 years, customers have trusted First Citizens with their money and their futures. And thats a trust weve always taken seriously. For every First Citizens customer, now and in the future, we make a simple promise: We will always live and work by the values that have distinguished First Citizens since the day we opened our doors. Forever First is our commitment to the people, businesses and communities who rely on us to be the best bank we can be. As we say, Money isnt everything. But so much depends on what you do with your money. First Citizens Bank. Forever First. Visit firstcitizens.com or call toll-free 1.888.FC DIRECT (1.888.323.4732). Equal Housing Lender Member FDIC
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The following is the career advancement route for Sales Support Specialist (Commercial Lending Assistant) positions, which can be used as a reference in future career path planning. As a Sales Support Specialist (Commercial Lending Assistant), it can be promoted into senior positions as a Sales Support Representative III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Sales Support Specialist (Commercial Lending Assistant). You can explore the career advancement for a Sales Support Specialist (Commercial Lending Assistant) below and select your interested title to get hiring information.
If you are interested in becoming a Sales Support Specialist, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Sales Support Specialist for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Sales Support Specialist job description and responsibilities
Assists clients through each step of the sales process, helping them resolve any concerns or questions they may have while processing, tracking and shipping orders efficiently.
02/08/2022: Long Beach, CA
Performs administrative tasks to support the sales team and help them to gain and keep customers.
12/26/2021: Wichita, KS
Must arrange strategic schedules, provide necessary support materials to each member and devise plans that would help the team gain more sales.
12/27/2021: Rochester, MN
May arrange meetings and appointments with clients, develop sales strategies for profit growth and process orders while ensuring customer satisfaction.
12/27/2021: Salem, OR
Performing data entry for metrics such as sales and returns.
01/18/2022: Minneapolis, MN
Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Sales Support Specialist jobs
Most sales support specialists do not need an advanced degree, an associate’s or bachelor’s degree.
02/14/2022: Minneapolis, MN
All sales support specialist jobs require at least a high school diploma.
02/26/2022: Norwich, CT
Sales support specialists who must travel to provide support or products to clients will also need to have a valid driver’s license.
02/19/2022: Sarasota, FL
3+ years sales/sales support, lead management or telemarketing experience and customer service experience considered.
03/05/2022: Brownsville, TX
1 year of experience as a Sales Support Specialist or similar role.
02/18/2022: San Francisco, CA
Step 3: View the best colleges and universities for Sales Support Specialist.
