Mortgage Banker Sales Assistant

First Citizens; Columbia (SC); On-site; USD 45,000 - 70,000; Full time

Job summary

First Citizens Bank in Columbia, SC seeks a Mortgage Sales Support professional to assist with loan processes, client communications, and documentation management. You will help manage rate locks, addendums, and post-application tasks while supporting sales and marketing efforts for lending activities.

The role requires mortgage industry knowledge, comfort with banking products, and experience using loan origination software and Microsoft Access.

Qualifications

• Bachelor's degree or high school diploma with 2 years' experience in Sales or Service in financial or mortgage industries.
• Mortgage process knowledge and ability to explain required documents to clients.
• Familiarity with banking products and cross-selling opportunities.
• Experience with loan documentation and compliance requirements.

Responsibilities

• Schedules appointments and coordinates business development events to support clients and referral sources.
• Updates clients on loan process status and manages post-application support.
• Handles documentation such as disclosures and mortgage loan applications, ensuring accuracy.
• Assists marketing activities and supports rate locks and loan amendments as needed.
• Maintains knowledge of loan processes and regulatory requirements to assist clients.

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.

Responsibilities & Qualifications

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.

Position Specific Skills

• 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

Communication (Written and Verbal)

Customer service skills

Demonstrates Courage

Qualifications

Minimum Required Education and Experience: Bachelor's Degree OR High School Diploma or GED/Equivalent and 2 years' experience in Sales or Service in Financial Industry or Mortgage

Required Licenses or Certifications: Must complete federal registration and annual renewal as required by the SAFE Act.

Additional Information

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.