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    Mortgage Banker Sales Assistant - Columbia, SC, United States - First Citizens Bank

    First Citizens Bank
    First Citizens Bank Columbia, SC, United States

    3 weeks ago

    Default job background
    Customer Service / Support
    Description
    Overview

    This position provides support to mortgage banking activities through the sales, servicing, and management of clients and referral sources. Processes critical mortgage loan and service documentation. Serves as a point of contact with clients by providing loan process updates, answering inquiries, and following up on outstanding documentation needs. Enhances outreach through direct mail, phone campaigns, and other activities that facilitate sales and marketing efforts for the department.

    Responsibilities
    • Sales Support - Schedules appointments, answers incoming communications, and coordinates business development events to aid management of clients and referral sources in lending activities. Regularly updates clients and referrals on loan process status. Provides post-application support to help manage rate locks, loan addendums, and changes.
    • Documentation - Streamlines lending activities by managing critical documentation such as point of sale documents, disclosure statements, and mortgage loan applications. Prepares file packages and maintains client databases.
    • Sales & Marketing - Assists with sales and marketing activities including direct client communications, coordinating sales materials, and other related tasks. Periodically assists more advanced sales duties such as attending events or participating in calls.
    • Loan Proficiency - Maintains knowledge of loan processes, documentation, and applicable regulations to accurately support loan activities. Utilizes knowledge to assist clients with questions or concerns.
    Qualifications
      High School Diploma or GED and 2 years of experience in Sales or Service in Financial Industry or Mortgage OR Bachelor's Degree and N/A years of experience in Sales or Service in Financial Industry or MortgageLicense or Certification Type: Must complete federal registration and annual renewal as required by the SAFE Act. Required Skill(s): Mortgage experience with understanding of required documents., Knowledge of banking products to cross-sell., Experience with Microsoft Access., Experience with any mortgage loan origination software.

    Company Description:

    Founded in 1898 and headquartered in Raleigh, N.C., First Citizens Bank serves customers in 18 states and the District of Columbia. For over 100 years, customers have trusted First Citizens with their money ... and their futures. Today, First Citizens is the largest family-controlled bank in the nation and the sixth-largest bank franchise headquartered in the Southeast with more than $30 billion in assets. We employ more than 6,000 associates who are focused on helping our customers achieve a lifetime of success. First Citizens operates more than 570 branches in Arizona, California, Colorado, District of Columbia, Florida, Georgia, Kansas, Maryland, New Mexico, Missouri, North Carolina, Oklahoma, Oregon, South Carolina, Tennessee, Texas, Virginia, Washington and West Virginia.

    First Citizens Bank. Forever First. Member FDIC.

    Equal Opportunity/Affirmative Action Employer/Minority/Female/Disability/Veteran

    If you need special assistance or an accommodation in applying for employment at First Citizens Bank, please contact our Human Resources department.

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