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Job: Commercial Loan Assistant Job, First Citizens Bank, Savannah, GA

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General Information


Job title: Commercial Loan Assistant Job
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Job location: Savannah, GA  31401 United States
Georgia, Georgia, Georgia, Georgia, Georgia, Georgia
Requisition code:
Date posted: 10/11/2017
Job type: Full-Time
Job Category:Credit/Finance/Collections
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Job Description

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Commercial Loan Assistant

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Job ID #:




Functional Area:

Business & Commercial - Operations

Employment Type:

Full-Time Non-Exempt

Education Required:

High School Diploma

Experience Required:

4 years

Days and Hours:

Mon - Fri: 8:00 - 5:00

Physical Address:

110 W St Julian St, Savannah, GA 31401

Department Name:

Savannah ME Cluster

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Position Description

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 customers and 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.


Position Requirements

Basic Qualifications:
High school diploma or GED with a minimum of 4 years experience in commercial loan documentation, commercial lending support or other related banking position.

Additional Requirements:
Proficient in Microsoft Excel, PowerPoint, Outlook and other office support systems and programs.
Experience in paralegal support.
Commercial banking support and/or analysis.

First Citizens Bank is an equal opportunity employer that does not discriminate against applicants on the bases of race, color, religion, national origin, sex, age, disability, veteran or military status, sexual orientation, gender identity, genetic information, or any other legally protected status.

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