Mortgage Banker Sales Assistant

First Citizens Bank • Nashville, TN

4d

About The Position

This position supports mortgage banking activities through sales, servicing, and management of clients and referral sources. It processes critical mortgage loan and service documentation and serves as a client point of contact by providing loan-process updates, answering inquiries, and following up on outstanding documentation needs. The role also supports departmental sales and marketing efforts through direct mail, phone campaigns, and other outreach activities.

The assistant schedules appointments, responds to communications, coordinates business development events, and updates clients and referral sources on loan status. Post-application support includes helping manage rate locks, loan addendums, and changes. The position manages lending documentation, prepares file packages, maintains client databases, and assists with sales materials and client communications. It may periodically support more advanced sales activities, such as attending events or participating in calls. The role requires maintaining knowledge of loan processes, documentation, and applicable regulations to support loan activities and respond to client questions.

Requirements

• Mortgage experience and understanding of required mortgage documents.
• Knowledge of banking products to cross-sell.
• Experience with Microsoft Access.
• Experience with mortgage loan origination software.
• Ability to build productive relationships.
• Client management skills.
• Written and verbal communication skills.
• Bachelor's degree, or a high school diploma or GED/equivalent plus 2 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.

Responsibilities

• Schedule appointments, answer incoming communications, and coordinate business development events for clients and referral sources.
• Provide clients and referral sources with regular updates on loan-process status.
• Provide post-application support, including helping manage rate locks, loan addendums, and changes.
• Manage point-of-sale documents, disclosure statements, mortgage loan applications, and other critical documentation.
• Prepare file packages and maintain client databases.
• Assist with sales and marketing activities, including direct client communications and coordination of 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 support lending activities and respond to client questions or concerns.

Benefits

• First Citizens Bank offers a competitive, thoughtfully designed benefits program intended to meet associates’ needs; further details are available at the benefits website.

What This Job Offers

• Job Type: Full-time