Mortgage Sales & Client Relations Specialist

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

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.