Mortgage Banker Sales Assistant

First Citizens Bank; Nashville (TN); On-site; USD 45,000 - 65,000; Full time

Job summary

First Citizens Bank in Nashville, TN is seeking a Mortgage Support Associate to assist with mortgage banking activities, client communications, and documentation. The role involves coordinating appointments, supporting rate locks, and helping manage loan addendums and changes.

Ideal candidates will have mortgage experience, knowledge of banking products for cross-selling, and familiarity with loan origination software and MS Access. Strong written and verbal communication is essential.

Qualifications

• Bachelor's degree or high school diploma with 2 years' sales or service in financial industry or mortgage.
• Must complete federal registration and annual renewal as required by the SAFE Act.

Responsibilities

• Sales Support - Schedules appointments, answers communications, and coordinates business development events to aid management of clients and referral sources in lending activities.
• Documentation - Manages critical documentation such as point of sale documents, disclosure statements, and mortgage loan applications.
• Sales & Marketing - Assists with sales and marketing activities including direct client communications and coordinating sales materials.
• Loan Proficiency - Maintains knowledge of loan processes, documentation, and applicable regulations to support loan activities.

Skills

Mortgage experience

Cross-sell banking products

Microsoft Access

Mortgage origination software

Builds productive relationships

Client management

Written and verbal communication

Education

Bachelor's degree

High School Diploma or GED + 2 years sales/service in financial/mortgage

Tools

Microsoft Access

Mortgage loan 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 & 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.
• Builds Productive Relationships
• Client Management
• Communication (Written and Verbal)

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.