Hybrid Private Mortgage Loan Coordinator: Client-Focused

First Citizens Bank; Greensboro (NC); Hybrid; USD 80,000 - 120,000; Full time

Job summary

First Citizens Bank is seeking a hybrid Mortgage Loan Liaison to support private bank clients through loan applications, submissions, and closings. You will coordinate with underwriting, operations, and the client to ensure a smooth mortgage experience.

The role emphasizes proactive client communication, pipeline management, and collaboration with mortgage bankers across internal teams. A Bachelor's degree or equivalent with mortgage ops experience is expected.

Qualifications

• Bachelor's degree or equivalent with mortgage experience.
• Experience with Encompass LOS preferred.
• Strong communication and client service mindset.

Responsibilities

• Submit mortgage applications with complete documentation to processing.
• Clear loan conditions and guide the transaction to closing.
• Maintain proactive client communications, including evenings/weekends if needed.
• Manage a mortgage banker’s pipeline and support relationship teams.

Skills

Communication

Customer Relations

Mortgage Loan Products

Process-Oriented

Detail oriented

Education

Bachelor's Degree

High School Diploma or GED/Equivalent

Tools

Encompass LOS

Job description

First Citizens Bank is seeking a hybrid Mortgage Loan Liaison to support private bank clients through loan applications, submissions, and closings. You will coordinate with underwriting, operations, and the client to ensure a smooth mortgage experience.

The role emphasizes proactive client communication, pipeline management, and collaboration with mortgage bankers across internal teams. A Bachelor's degree or equivalent with mortgage ops experience is expected.