Sales Support Specialist; Commercial Loan Administrator
Listed on 2026-01-19
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Finance & Banking
Banking & Finance -
Sales
Banking & Finance
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- 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.
- 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.
- 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.
- Communicate, report, and follow up on portfolio past dues to ensure they remain current, while maintaining customer contact.
- 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+ years of experience, specifically in business or commercial loan processing (Mortgage loan processors will not be a good fit for this position).
- Must have 1+ years of Loan Servicing and Documentation Preparation experience.
- Strong working knowledge of the loan documentation and loan closing processes.
- Experience with:
- UCC filings
- Assisting multiple bankers
- Working in a fast‑paced environment
- Proficient in Microsoft Office Suite
- Highly organized and deadline driven
- Detail oriented with strong focus on accuracy, compliance, and risk awareness in a banking environment
- Strong ability to multitask
- Professional written and verbal communication skills
There are no remote capabilities for this position at this time. Ideal candidate must live within a comfortable commuting distance of:
- 336 Washington Street in Wellesley, MA
- 53 State Street in Boston, MA
This job posting is expected to remain active for 90 days from the initial posting date listed above. If it is necessary to extend this deadline, the posting will remain active as appropriate. Job postings may come down early due to business need or a high volume of applicants.
If hired in Massachusetts, the base pay for this position is generally between $30.94 and $41.85. Actual starting base pay will be determined based on skills, experience, location, and other non‑discriminatory factors permitted by law. For some roles, total compensation may also include variable incentives, bonuses, benefits, and/or other awards as outlined in the offer of employment.
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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