Field Mortgage Banker

First Citizens Bank; Mission Viejo (CA); Remote; Full time

Job summary

A leading bank is seeking a Field Mortgage Banker to support fair lending and community goals. This remote role involves originating various mortgage products and leveraging sales techniques to drive revenue. The ideal candidate will have a strong sales background and experience in mortgage origination, focusing on building relationships with clients. Comprehensive benefits and incentives are offered to full-time associates.

Qualifications

• 2 years of Mortgage Origination experience with Bachelor's or 6 years with High School Diploma.
• Proven sales record and strong relationship management skills.

Responsibilities

• Achieve mortgage loan production goals through sales calls and presentations.
• Interview applicants to assess needs and facilitate loan applications.
• Build rapport with clients to identify needs and sales opportunities.

Skills

Sales

Relationship Management

Education

Bachelor's Degree

High School Diploma or GED

Job description

Join to apply for the Field Mortgage Banker role at First Citizens Bank

This is a remote role that may only be hired in the following locations: (CA).

Overview

This position supports fair lending and community goals by providing mortgages for culturally diverse organizations. It involves originating various mortgage products, including government, conventional, nonconforming, construction, and permanent loans, to promote diverse loan production. The role includes leveraging sales techniques such as outbound calling, and supporting business development efforts to drive revenue aligned with the Bank's objectives.

Responsibilities

• Sales: Achieve mortgage loan production goals through sales calls, presentations, networking, and other techniques. Use referral sources to generate sales opportunities and strengthen relationships with bank partners.
• Loan Processing: Interview applicants to assess needs and financial status, evaluate suitable products, and facilitate complete loan applications, including prequalification and document collection.
• Loan Support: Manage the loan process, ensure compliance with regulations and standards, provide client updates, and coordinate with processing support to meet conditions and requirements.
• Relationship Development: Build rapport with clients to identify needs and sales opportunities, and maintain a strong network of internal and external referral sources.

Qualifications

Bachelor's Degree with 2 years of Mortgage Origination experience OR a High School Diploma or GED with 6 years of Mortgage Origination experience. Must complete federal registration and annual renewal as per the SAFE Act. Proven sales record and strong relationship management skills are required.

Additional Information

The typical base pay is $24/hr, with actual compensation depending on skills, experience, location, and other factors. Total compensation may include incentives, bonuses, and benefits. Full-time associates are offered comprehensive benefits, details of which can be found here.

Job Details

• Seniority level: Not Applicable
• Employment type: Full-time
• Job function: Finance and Sales
• Industries: Banking and Financial Services