Business & Commercial Support Specialist I/II
Company: First Citizens Bank & Trust Company
Posted on: November 11, 2019
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
customersand 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 BA meetings and activities as scheduled.
**This position can be filled as a BCSS I or II.**
Basic Qualifications: High school or GED with a minimum of 2 years
banking experience.Additional Requirements:Must possess a valid
driver's license. Position requires frequent driving to other
offices, bank customers, etc. Bank car not provided.Experience in
loan documentation or support.Microsoft Word, Excel, PowerPoint,
Outlook and other office support systems and programs.
Founded in 1898 and headquartered in Raleigh, N.C., First Citizens
Bank serves customers in 18 states and the District of Columbia.
For over 100 years, customers have trusted First Citizens with
their money --- and their futures. Today, First Citizens is the
largest family-controlled bank in the nation and the sixth-largest
bank franchise headquartered in the Southeast with more than $30
billion in assets. We employ more than 6,000 associates who are
focused on helping our customers achieve a lifetime of success.
First Citizens operates more than 570 branches in Arizona,
California, Colorado, District of Columbia, Florida, Georgia,
Kansas, Maryland, New Mexico, Missouri, North Carolina, Oklahoma,
Oregon, South Carolina, Tennessee, Texas, Virginia, Washington and
West Virginia.First Citizens Bank. Forever First--. Member
FDIC.Equal Opportunity/Affirmative Action
Employer/Minority/Female/Disability/VeteranIf you need special
assistance or an accommodation in applying for employment at First
Citizens Bank, please contact our Human Resources department.
Keywords: First Citizens Bank & Trust Company, Greensboro , Business & Commercial Support Specialist I/II, Other , Greensboro, North Carolina
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