First Citizens Bank · 1 month ago
Bank Sales Support Specialist (Commercial Loan Processor)
Austin, Texas
Full-time
Onsite
Mid Level
4+ years expFirst Citizens Bank is committed to helping people and businesses prosper. They are seeking a Sales Support Specialist who will partner with Commercial and Business Banking groups to provide sales support, manage client relationships, and ensure accurate loan documentation.
BankingInsuranceLendingPaymentsWealth Management
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
Qualification
Required
Bachelor's Degree OR High School Diploma or GED with a minimum of 4 years' experience in sales, customer service or operations or commercial lending
Preferred
Experience in commercial loan documentation, commercial lending support
Experience with commercial real estate and construction lending/monitoring
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
Company
First Citizens Bank
First Citizens Bank provides banking services, essential business and professional services, wealth management capabilities, and more.
10001+ employees
H1B Sponsorship
First Citizens Bank has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (126)
2024 (115)
2023 (249)
2022 (53)
2021 (12)
2020 (9)
Funding
Current Stage
Public CompanyTotal Funding
$33M2021-05-07Post Ipo Debt· $10M
2018-08-29Post Ipo Debt· $23M
1986-10-31IPO
Leadership Team
C
Craig Nix
Chief Financial Officer
Samantha Bureau - Johnson
SVP & Director, Customer Contact Center
Recent News
2026-01-13
2026-01-06
Company data provided by crunchbase