Sales Support Specialist - Commercial Lending

Overview

First Citizens Bank has an amazing opportunity for a Sales Support Specialist (Commercial Lending Assistant). Ideal candidate must live within commuting distance of either 4300 San Pablo Parkway or 1471 San Marco Boulevard in Jacksonville, Florida.

PLEASE NOTE: There are no remote capabilities for this position at this time.

• Ongoing Sales Support:
  Provide ongoing sales support to lenders, including identifying sales and cross‑sell opportunities, coordinating materials for presentations, setting up sales calls, maintaining prospect lists, and making joint calls as needed.
• Documentation Support:
  Originate, process, and ensure 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:
  Resolve documentation exception issues, maintain service levels, update financial statements, and prepare 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‑due to ensure they remain current, while maintaining customer contact.
• Ongoing Customer Service/Office Support:
  Coordinate opening of deposit and other banking services with branch partners. Handle customer requests for information and problem resolution.

• Basic Requirements:
  • High School Diploma or GED with 4+ years of experience in sales or lending support OR
  • Bachelor’s Degree with experience in sales or lending support
• Additional Requirements:
  • Must have 1+ year of experience, specifically commercial loan processing. (Mortgage loan processors will not be a good fit)
  • Strong working knowledge of loan documentation and loan closing processes
  • Experience with portfolio management and financials, vehicle titles, life insurance, deeds of trust, UCC filings
  • 4+ years of loan servicing and documentation preparation experience

• Commercial real estate
• Prior experience as a bank teller or universal banker
• Proficient in Microsoft Office Suite
• Highly organized and strong attention to detail
• Strong ability to multitask
• Professional written and verbal communication skills

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

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