Commercial Loan Assistant
Read straight from First Citizens BancShares's careers page, verified 3d ago.Seekless can tailor your résumé to it.
Seekless can write your résumé for this posting first.
Before you apply
LocationFL0711-San Pablo, United States
Work modeon-site
Typefull-time
SeniorityMid
Experience4+ yrs
DepartmentBusiness and Commercial
Company size10,000+ people
First seenOct 30, 2026 · 1w ago
Verified live3d ago
At a glanceSummarised by Seekless from the posting.
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
4+ years of prior experience in banking, ideally in Commercial Lending Support
Strong working knowledge of the loan documentation and loan closing processes
Proficient in Microsoft Office Suite, strong computer skills, and an ability to learn banking systems
Highly organized with a strong attention to detail and an ability to multitask
Professional written and verbal communication skills
Ability to work collaboratively with bankers and other internal partners
Ideal candidate will have experience with Title documentation
Ideal candidate will have experience with Life insurance
Ideal candidate will have experience with Deeds of trust
Ideal candidate will have experience with U.C.C. filings
Ideal candidate will have experience with Mortgages
Ideal candidate will have experience with Assignments of rents
Ideal candidate will have experience with Surveys
Ideal candidate will have experience with Ordering Appraisals
Ideal candidate will have experience with Environmental reports
Ideal candidate will have experience with Tax returns and supporting documents
Skills
Microsoft Office Suite
Overview
First Citizens Bank has an incredible opportunity for a Sales Support Specialist (Commercial Lending Assistant). We are hiring banking professionals who have had proven success in their past careers, are self-motivated, and possess strong relationship building skills. This role is an integral part of our team, partnering with Commercial and/or Business Banking groups in the sales, servicing and management of clients and loan portfolios.
Responsibilities & Qualifications
Duties & Responsibilities:
•
Service Standards - Foster collaborative partnerships that deliver value for customers, prospects and colleagues. Initiate conversation to uncover sales or referral opportunities. Listen attentively and ask insightful questions to understand customer needs and preferences; and take prompt actions to address immediate needs. Proactively look for way to optimize performance by seeking coaching, supporting Bank initiatives and leveraging tools to enhance activities.
•
Operations and Administration - Comply with all regulations, bank policies, procedures and delegated authorities to manage risk related to credit, operational, reputational, regulatory and legal aspects of personal interactions, customer transactions and financial exposures. Complete required training by established deadlines. Perform general office management duties as assigned to ensure operational efficiency. Associates in roles defined to take deposits are accountable for transaction accuracy and operational efficiency of that function. The results may include an accountability for individual contribution as well as team performance.
Qualifications:
•
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 Skills and Experiences:
•
4+ years of prior experience in banking, ideally in Commercial Lending Support
•
Strong working knowledge of the loan documentation and loan closing processes
•
Proficient in Microsoft Office Suite, strong computer skills, and an ability to learn banking systems
•
Highly organized with a strong attention to detail and an ability to multitask
•
Professional written and verbal communication skills
•
Ability to work collaboratively with bankers and other internal partners
•
Ideal candidate will have experience with:
•
Title documentation
•
Life insurance
•
Deeds of trust
•
U.C.C. filings
•
Mortgages
•
Assignments of rents
•
Surveys
•
Ordering Appraisals
•
Environmental reports
•
Tax returns and supporting documents
PLEASE NOTE: There are no remote capabilities for this position at this time.
Additional Information
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.
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.
Duties & Responsibilities:
•
Service Standards - Foster collaborative partnerships that deliver value for customers, prospects and colleagues. Initiate conversation to uncover sales or referral opportunities. Listen attentively and ask insightful questions to understand customer needs and preferences; and take prompt actions to address immediate needs. Proactively look for way to optimize performance by seeking coaching, supporting Bank initiatives and leveraging tools to enhance activities.
•
Operations and Administration - Comply with all regulations, bank policies, procedures and delegated authorities to manage risk related to credit, operational, reputational, regulatory and legal aspects of personal interactions, customer transactions and financial exposures. Complete required training by established deadlines. Perform general office management duties as assigned to ensure operational efficiency. Associates in roles defined to take deposits are accountable for transaction accuracy and operational efficiency of that function. The results may include an accountability for individual contribution as well as team performance.
Qualifications:
•
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 Skills and Experiences:
•
4+ years of prior experience in banking, ideally in Commercial Lending Support
•
Strong working knowledge of the loan documentation and loan closing processes
•
Proficient in Microsoft Office Suite, strong computer skills, and an ability to learn banking systems
•
Highly organized with a strong attention to detail and an ability to multitask
•
Professional written and verbal communication skills
•
Ability to work collaboratively with bankers and other internal partners
•
Ideal candidate will have experience with:
•
Title documentation
•
Life insurance
•
Deeds of trust
•
U.C.C. filings
•
Mortgages
•
Assignments of rents
•
Surveys
•
Ordering Appraisals
•
Environmental reports
•
Tax returns and supporting documents
PLEASE NOTE: There are no remote capabilities for this position at this time.