Sales Support Specialist Ii

Profile

Sales Support Specialist II
The candidate will provide ongoing sales support to Lenders which includes identifying sales and cross sell opportunities, 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. 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. Bachelor’s Degree OR High School Diploma or GED with a minimum of 4 years of experience in sales, customer service or operations. Experience in commercial loan documentation, commercial lending support or other banking position. Proficient in Microsoft Excel, PowerPoint, Outlook and other office support systems and programs. Experience in paralegal support.

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