Mortgage Sales & Client Support Specialist

First Citizens; Nashville (TN); On-site; USD 42,000 - 56,000; Full time

Job summary

First Citizens is seeking a Mortgage Support professional to assist with sales and servicing of mortgage clients. The role involves coordinating communications, managing critical documentation, and supporting loan process updates for clients and referral sources.

You will handle post-application support, rate locks, and changes, while maintaining knowledge of loan processes and applicable regulations to assist clients effectively.

Qualifications

• Mortgage knowledge including required documents.
• Banking product knowledge for cross-selling.
• Experience with Microsoft Access.
• Experience with mortgage loan origination software.

Responsibilities

• Sales Support: schedules appointments, answers inquiries, and coordinates business development events.
• Documentation: manages core documents and prepares file packages.
• Sales & Marketing: assists with client communications and sales materials.
• Loan Proficiency: maintains knowledge of loan processes and regulations to assist clients.

Skills

Mortgage documents knowledge

Cross-sell banking products

Microsoft Access

Mortgage origination software

Education

Bachelor's Degree OR HS Diploma/GED + 2 years in Sales/Service in Financial/Mortgage

Tools

Mortgage loan origination software

Job description

First Citizens is seeking a Mortgage Support professional to assist with sales and servicing of mortgage clients. The role involves coordinating communications, managing critical documentation, and supporting loan process updates for clients and referral sources.

You will handle post-application support, rate locks, and changes, while maintaining knowledge of loan processes and applicable regulations to assist clients effectively.