Job Details

Business and Commercial Banking Support Specialist (Loan Assistant)

Company name

First Citizens Bank

Organization Type


Job Type

Legal Staff

Years of Experience

Min 4 yrs required


Sacramento, CA

Date Last Verified

Mar 19,2018

Posted on

Mar 08,2018
Practice Area
Finance >> Finance - Banking
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Business and Commercial Banking Support Specialist (Loan Assistant) The candidate will 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. 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. 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. 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. 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. 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. Should have High school or GED with 4+ years’ experience in commercial loan documentation, commercial lending support or other banking position. Should preferably have experience in paralegal support.

Additional info

Job ID: 30195

Company info

Hiring Coordinator
First Citizens Bank
1200 Dove Street, 150,
Newport Beach
Newport Beach, CA 92660

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