Mortgage Solutions Specialist

First Citizens Bank; Charleston (SC); On-site; USD 42,000 - 64,000; Full time

Job summary

First Citizens Bank in Charleston seeks a Mortgage Banking Support professional to assist in sales, servicing, and management of clients and referral sources. You handle loan process updates, collect documentation, and coordinate with borrowers and lenders to keep applications moving.

The role emphasizes organization, accuracy, and timely communication, with exposure to rate locks, addendums, and disclosures, plus involvement in outreach efforts such as mail and calls to grow loan activity.

Qualifications

• Bachelor's Degree required; 0 years in Sales/Service in Financial Industry or Mortgage OR High School Diploma/GED and 2 years in Sales/Service in Financial Industry or Mortgage.

Responsibilities

• Sales Support: schedules appointments, handles communications, coordinates events to aid client and referral management in lending activities.
• Documentation: manages essential documents such as disclosures, loan applications, and file packages.
• Sales & Marketing: supports client communications and materials, assists with events or calls as needed.
• Loan Proficiency: stays updated on loan processes and regulations to assist clients with questions.

Skills

Mortgage experience

Cross-sell banking products

Microsoft Access

Mortgage origination software

Education

Bachelor's Degree

High School Diploma or GED

Tools

Microsoft Access

Mortgage origination software

Job description

First Citizens Bank in Charleston seeks a Mortgage Banking Support professional to assist in sales, servicing, and management of clients and referral sources. You handle loan process updates, collect documentation, and coordinate with borrowers and lenders to keep applications moving.

The role emphasizes organization, accuracy, and timely communication, with exposure to rate locks, addendums, and disclosures, plus involvement in outreach efforts such as mail and calls to grow loan activity.