Mortgage Sales Support Specialist

First Citizens Bank; Columbia (SC); On-site; USD 42,000 - 62,000; Full time

Job summary

First Citizens Bank is seeking a Sales Support specialist to back mortgage banking activities, including handling critical loan documentation, updating clients on loan status, and coordinating communications with referral sources.

The role emphasizes cross-selling banking products, maintaining knowledge of loan processes, and providing excellent customer service in a field with regulatory requirements.

Qualifications

• Bachelor's Degree or equivalent with 2 years in Sales or Service in financial industry or mortgage.
• Must complete federal SAFE Act registration.

Responsibilities

• Schedule appointments and coordinate events to support management of clients and referral sources.
• Regularly update clients on loan process status and provide post-application support.
• Manage critical documentation and prepare file packages for loans.
• Assist with sales and marketing activities including direct client communications.

Skills

Mortgage experience

Banking product knowledge

Communication

Customer service

Demonstrates Courage

Education

Bachelor's Degree

High School Diploma or GED

Tools

Microsoft Access

Mortgage origination software

Job description

First Citizens Bank is seeking a Sales Support specialist to back mortgage banking activities, including handling critical loan documentation, updating clients on loan status, and coordinating communications with referral sources.

The role emphasizes cross-selling banking products, maintaining knowledge of loan processes, and providing excellent customer service in a field with regulatory requirements.