Job Description
Full job description
Overview
This is a hybrid position that can sit in the following locations- Phoenix, AZ, Richmond VA, Atlanta, GA or Raleigh, NC.
This position provides sales support at the highest level of complexity for Bank products and services related to business and commercial lending. Facilitates workflow by preparing necessary documentation. Ensures client satisfaction by answering inquiries, addressing account or product discrepancies, and handling escalated support issues. Assists associates with sales activities intended to solicit business. May provide a leadership role for less experienced specialists through knowledge in the area of work.
Responsibilities
Service & Support - Supports lending opportunities. Works directly with individuals to address issues and respond to inquiries. Determines target needs and provides resolution. Handles escalated support issues. May serve as the main point of contact for clients throughout the loan application process, and assists in calls with lenders and banker partners. Assist with loan funding, transaction and loan fee application.
Data Analysis - Sources, compiles, and interprets financial data.
Product Expert - Offers expertise and serves as a resource to both internal and external parties. Identifies and resolves issues in loan application processes.
Documentation - Prepares and inspects documentation presented to clients. This may include proposals, service agreements, and implementation forms, and ensure risk and compliance standards are met. Ensures loan documentation and booking process meets loan requirements.
Qualifications
Bachelor's Degree and 1 years of experience in Sales, or Customer Service, or Operations OR High School Diploma or GED and 5 years of experience in Sales, or Customer Service, or Operations
Preferreed Qualifications
Experience working with business and commercial bankers
Familiar with BOSS
Organized, detail-oriented, self-starter
Familairity with financial documents and business structure and data management
Understanding of risk and compliance
Experiencew ith business and commercial lending
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.
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Overview
This is a hybrid position that can sit in the following locations- Phoenix, AZ, Richmond VA, Atlanta, GA or Raleigh, NC.
This position provides sales support at the highest level of complexity for Bank products and services related to business and commercial lending. Facilitates workflow by preparing necessary documentation. Ensures client satisfaction by answering inquiries, addressing account or product discrepancies, and handling escalated support issues. Assists associates with sales activities intended to solicit business. May provide a leadership role for less experienced specialists through knowledge in the area of work.
Responsibilities
Service & Support - Supports lending opportunities. Works directly with individuals to address issues and respond to inquiries. Determines target needs and provides resolution. Handles escalated support issues. May serve as the main point of contact for clients throughout the loan application process, and assists in calls with lenders and banker partners. Assist with loan funding, transaction and loan fee application.
Data Analysis - Sources, compiles, and interprets financial data.
Product Expert - Offers expertise and serves as a resource to both internal and external parties. Identifies and resolves issues in loan application processes.
Documentation - Prepares and inspects documentation presented to clients. This may include proposals, service agreements, and implementation forms, and ensure risk and compliance standards are met. Ensures loan documentation and booking process meets loan requirements.
Qualifications
Bachelor's Degree and 1 years of experience in Sales, or Customer Service, or Operations OR High School Diploma or GED and 5 years of experience in Sales, or Customer Service, or Operations
Preferreed Qualifications
Experience working with business and commercial bankers
Familiar with BOSS
Organized, detail-oriented, self-starter
Familairity with financial documents and business structure and data management
Understanding of risk and compliance
Experiencew ith business and commercial lending
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.
Explore other jobs
Discover opportunities beyond First Citizens Bank.
Northstar Mortgage Advisors: Mortgage Loan Originator
Easily apply
Canopy Mortgage, LLC
Atlanta, GA 30303
Financial Consultant Partner - Atlanta, GA - Cobb
Charles Schwab
Atlanta, GA 30361
$26.88 - $44.28 an hour
Licensed Real Estate Sales Agent
Coldwell Banker Residential Brokerage
Cobb County, GA
💡 Quick Summary
Seeking a career-building opportunity? The Senior Sales Support Specialist- Business/Commercial Lending Support position is now open for candidates interested in the Bank Jobs sector. This role in Atlanta offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.