Mortgage Banker Sales Assistant

First Citizens Bank

Columbia, South Carolina

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JOB DETAILS

LOCATION

Columbia, South Carolina

POSTED

4 days ago

Overview: This position provides support to mortgage banking activities through the sales, servicing, and management of clients and referral sources. Processes critical mortgage loan and service documentation. Serves as a point of contact with clients by providing loan process updates, answering inquiries, and following up on outstanding documentation needs. Enhances outreach through direct mail, phone campaigns, and other activities that facilitate sales and marketing efforts for the department. Responsibilities:

Sales Support - Schedules appointments, answers incoming communications, and coordinates business development events to aid management of clients and referral sources in lending activities. Regularly updates clients and referrals on loan process status. Provides post-application support to help manage rate locks, loan addendums, and changes.
Documentation - Streamlines lending activities by managing critical documentation such as point of sale documents, disclosure statements, and mortgage loan applications. Prepares file packages and maintains client databases.
Sales & Marketing - Assists with sales and marketing activities including direct client communications, coordinating sales materials, and other related tasks. Periodically assists more advanced sales duties such as attending events or participating in calls.
Loan Proficiency - Maintains knowledge of loan processes, documentation, and applicable regulations to accurately support loan activities. Utilizes knowledge to assist clients with questions or concerns.

Qualifications:

Bachelor's Degree and 0 years of experience in Sales or Service in Financial Industry or Mortgage OR High School Diploma or GED and 2 years of experience in Sales or Service in Financial Industry or Mortgage

License or Certification Type: Must complete federal registration and annual renewal as required by the SAFE Act. RequiredSkill(s): Mortgage experience with understanding of required documents., Knowledge of banking products to cross-sell., Experience with Microsoft Access., Experience with any mortgage loan origination software.

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 https://jobs.firstcitizens.com/benefits.

About the Company

First Citizens Bank

First Citizens Bank helps personal, business, commercial and wealth clients build financial strength that lasts. As the largest family-controlled bank in the United States, First Citizens is continuing a unique legacy of strength, stability, and long-term thinking that has spanned generations. Founded in 1898 and headquartered in Raleigh, N.C., First Citizens also operates a nationwide direct bank and a network over 550 branches in 22 states. Industry specialists bring a depth of expertise that helps businesses and individuals meet their specific goals at every stage of their financial journey. First Citizens Bank brings together personal service and powerful tools to help customers do more with their money – and make more of their future.

Looking for a career with CIT? CIT is now a division of First Citizens Bank.

First Citizens Bank. Forever First®

COMPANY SIZE

10,000 employees or more

INDUSTRY

Banking

EMPLOYEE BENEFITS

Paid Sick Days, Prescription Drug Coverage, Professional Development, 401K, Flexible Spending Accounts, Retirement / Pension Plans, Life Insurance

FOUNDED

1898

WEBSITE

https://www.firstcitizens.com