Experience:
3-5 years of experience
Concerned about your lack of experience? Learn More...
Employment Type:
Full time
Posted:
8/24/2017
Job Category:
Sales
See more jobs for students and recent grads who studied:
Business & Commercial Banking Support Specialist Job
First Citizens Bank | Folsom, California
Tell Us More About Your Job Preferences
By telling us what you think of this job, we can help find jobs that match your interests. If you want to see more jobs like this, click on the smiley face. Or if this job isn't what you are looking for, click the frowny face. Learn More...

Follow This Company
Share

Job Description

Business & Commercial Banking Support Specialist
Use your LinkedIn Profile to help you apply faster!
Apply with LinkedIn

Job ID #: 28803
Location: CA-Folsom
Functional Area: Business & Commercial - Operations
Employment Type: Full-Time Non-Exempt
Education Required: High School Diploma
Experience Required: 4 years
Days and Hours: Monday - Friday 8:15-5:15
Physical Address: 1320 East Bidwell St., Folsom, CA
Department Name: Folsom


Position Description

To support Commercial Banking teams and/or Business Banking teams and/or Market Sales Leader in the sales, servicing and management of business clients and commercial loan portfolios. Assist in identifying and selling loans and essential services to customers and prospects. Accurately prepare and process loan approval and closing documents, clear loan documentation deficiencies, provide ongoing servicing of the portfolio, maintenance past due accounts and resolve customer account problems.

Principal Accountabilities:
Ongoing Sales Support: Provide ongoing sales support to the CB/BB including identifying sales and cross sell opportunities (by reviewing personal financial statements, tax returns, etc.), 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; Including (but not limited to) entering client relationship and financial information into BOSS, relationship summary, commitment letters, attorney letter, processing loan disbursements, ensures that all necessary documentation is included in loan packages prior to closing (i.e. EPA, appraisal and exception approvals, etc.); attends closings as directed by the CB/BB.

Ongoing Credit Servicing Support and Accuracy: Maintains ongoing credit servicing of the portfolio, including (but not limited to) resolving documentation exception issues within 90 days; maintaining service levels; updating financial statements; ensuring credit files and BOSS are properly documented, organized correctly and up to date with required documentation; preparing files for all portfolio reviews. Run reports to track maturing lines/loans and service levels.

Monitoring of Past Due Credits: Consistently follow up on portfolio past dues to ensure they remain current as per company expectation; initiates and maintains customer contact during the process; maintains reporting of past due loans and engages the appropriate business partner/manager for timely resolution.

Ongoing Customer Service/Office Support: Coordinates opening of deposit and other services with the retail branch; processes payments and line disbursements; handles customer requests for information and problem resolution; maintains working knowledge of financial products, services and company credit and operations policies; performs variety of office support functions.

Continuing Education: Participates in professional development, specifically focusing on credit analysis and understanding the business sales process. Participate in Regional BCSS meetings and activities as scheduled.

*LI-LC1
SF:SJ
*j2whj

Position Requirements

Basic Qualifications:
High school or GED with a minimum of 4 years' experience in commercial loan documentation, commercial lending support or other banking position.

Additional Requirements:
Must possess a valid driver's license. Position requires frequent driving to other offices, bank customers, etc. Bank car not provided.
Proficient in Microsoft Excel, PowerPoint, Outlook and other office support systems and programs.
Commercial banking support and/or analysis.

Other Preferred Qualifications:
Experience in paralegal support.

First Citizens Bank is an equal opportunity employer that does not discriminate against applicants on the bases of race, color, religion, national origin, sex, age, disability, veteran or military status, sexual orientation, gender identity, genetic information, or any other legally protected status.

About First Citizens Bank

First Citizens BancShares Inc. has over $21 billion in assets. BancShares' banking subsidiaries, First Citizens Bank and IronStone Bank, provide a broad range of financial services to individuals, businesses, professionals and the medical community through a network of over 400 branch offices, telephone banking, online banking and ATMs. BancShares is one of Forbes' Platinum 400 Best Big Companies in America. Founded in 1898, First Citizens Bank today operates in North Carolina, Virginia, West Virginia, Tennessee, Maryland, Florida, Washington state and Southern California. The bank has received multiple national awards for customer satisfaction, sustained profitability and overall stability and security, including a five-star superior ranking by independent banking rating firm BauerFinancial Inc. and Greenwich Excellence Awards for Business Banking.

This company profile was created by AfterCollege and is about First Citizens Bank. This page is not endorsed by or affiliated with First Citizens Bank. For questions regarding company profiles, please email: care@aftercollege.com.