Mortgage Banker Sales Assistant

First Citizens Bank • Vinings, GA

17h

About The Position

This position provides support to mortgage banking activities through the sales, servicing, and management of clients and referral sources. It processes critical mortgage loan and service documentation and serves as a point of contact for clients by providing loan process updates, answering inquiries, and following up on outstanding documentation needs. The role also enhances outreach through direct mail, phone campaigns, and other activities that facilitate the department’s sales and marketing efforts.

Requirements

• Bachelor's degree, or a high school diploma or GED/equivalent and two years of experience in sales or service in the financial industry or mortgage.
• Must complete federal registration and annual renewal as required by the SAFE Act.
• Communication skills, written and verbal.
• Customer relations skills.
• Mortgage experience and understanding of required documents.
• Knowledge of banking products to cross-sell.
• Experience with Microsoft Access.
• Experience with any mortgage loan origination software.
• Champions change and culture.

Responsibilities

• Schedule appointments, answer incoming communications, and coordinate business development events to support management of clients and referral sources in lending activities.
• Regularly update clients and referral sources on loan process status.
• Provide post-application support to help manage rate locks, loan addendums, and changes.
• Manage critical lending documentation, including point of sale documents, disclosure statements, and mortgage loan applications.
• Prepare file packages and maintain client databases.
• Assist with sales and marketing activities, including direct client communications and coordinating sales materials.
• Periodically assist with more advanced sales duties, such as attending events or participating in calls.
• Maintain knowledge of loan processes, documentation, and applicable regulations to accurately support loan activities.
• Use loan-process knowledge to assist clients with questions or concerns.

Benefits

• First Citizens Bank describes its benefits program as competitive, thoughtfully designed, and intended to meet the needs of associates; further information is available at the referenced benefits webpage.

What This Job Offers

• Job Type: Full-time