Mortgage Banker Sales Assistant

First Citizens Bank; Charleston (SC); On-site; USD 42,000 - 64,000; Full time

Job summary

First Citizens Bank in Charleston seeks a Mortgage Banking Support professional to assist in sales, servicing, and management of clients and referral sources. You handle loan process updates, collect documentation, and coordinate with borrowers and lenders to keep applications moving.

The role emphasizes organization, accuracy, and timely communication, with exposure to rate locks, addendums, and disclosures, plus involvement in outreach efforts such as mail and calls to grow loan activity.

Qualifications

• Bachelor's Degree required; 0 years in Sales/Service in Financial Industry or Mortgage OR High School Diploma/GED and 2 years in Sales/Service in Financial Industry or Mortgage.

Responsibilities

• Sales Support: schedules appointments, handles communications, coordinates events to aid client and referral management in lending activities.
• Documentation: manages essential documents such as disclosures, loan applications, and file packages.
• Sales & Marketing: supports client communications and materials, assists with events or calls as needed.
• Loan Proficiency: stays updated on loan processes and regulations to assist clients with questions.

Skills

Mortgage experience

Cross-sell banking products

Microsoft Access

Mortgage origination software

Education

Bachelor's Degree

High School Diploma or GED

Tools

Microsoft Access

Mortgage origination software

Job description

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.

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.