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Sba Sales Support Specialist (Remote)

Company

First Citizens Bank.
Address ,
Employment type
Salary
Expires 2023-09-10
Posted at 9 months ago
Job Description
Overview

This position supports SBA Loan Officers with the execution of daily sales activities at an advanced level of service ability. Supports includes assisting sales team with origination of SBA loans, financial analysis, pre-screening credits and reviewing financial documents. Ensures client satisfaction by answering inquiries, addressing account or product discrepancies, and handling support issues. Supports account servicing issues that require further resolution or investigation. May provide guidance to less experienced specialists in the work group.


Responsibilities
  • Service & Support - Uncovers sales opportunities through analysis, reporting, and daily support operations. Works directly with individuals to address issues and respond to inquiries. Determines target needs and provides resolution. May serve as the main point of contact for clients throughout sales process and assists in calls or presentations intended to solicit business.
  • Product Specialist - Provides knowledge in area of work. Assists in process troubleshooting for both internal and external parties. May assist in creating and monitoring pricing of Bank products or services, including evaluating competitor products and making suggestions to enhance the attractiveness of Bank offerings.
  • Data Analysis - Sources, compiles, and interprets financial data. Performs analysis to determine trends in market, product, or client information.
  • Documentation - Prepares documentation presented to clients. This may include proposals, service agreements, and implementation forms.

Qualifications

Bachelor's Degree OR High School Diploma or GED and 4 years of experience in Sales, or Customer Service, or Operations

Preferred Qualifications:
  • Preferred degree in Finance, Accounting or Business