Mortgage Sales Support Specialist

First Citizens

Columbia (SC)

On-site

USD 45,000 - 70,000

Full time

14 days+

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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.