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Mortgage Banker Sales Assistant Job
First Citizens Bank | Raleigh, North Carolina
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Job Description

Mortgage Banker Sales Assistant
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Job ID #: 28896
Location: NC-Raleigh
Functional Area: Mortgage - Sales
Employment Type: Full-Time Non-Exempt
Education Required: See basic qualifications
Experience Required: See basic qualifications
Days and Hours: Monday-Friday 8-5
Physical Address: 100 East Tryon Road, Raleigh, NC 27603
Department Name: Mortgage Diversity Lending

Position Description

The role of the Sales Assistant is to support the Mortgage Banker Market Specialist(s) in the sales, servicing and management of mortgage clients and referral sources. This individual will prepare, collect, and submit documentation involved in the origination/structuring of mortgage loans and the sales and marketing of mortgage services. The Assistant will enhance the customer experience by providing additional communication/documentation interface between customer and mortgage sales and mortgage operations. their duties will include enhancing sales outreach of aligned Mortgage Bankers through direct mail/phone sales campaigns and communication. They will provide upfront customer preparation for the application process.

First Citizens Bank is one of the top financial services providers in the nation, recognized and awarded for our customer satisfaction, sustainable profitability, and overall stability and security. Our associates make First Citizens Bank a great place for our clients to do business. Those who grow, achieve and succeed with First Citizens Bank are those who share our core values of integrity, service excellence and stability.

Position Requirements

Basic Qualifications:
High school diploma or GED with a minimum of 2 years in a sales or service position within the financial services industry or minimum of 1 year in sales or service within the mortgage industry.

Additional Requirements:
-Must complete federal registration and annual renewal as required by the SAFE Act.
-PC skills to include Microsoft Word, Excel, and Outlook.
-Must be detail oriented.
-Ability to handle pressure and work independently.

Other Preferred Qualifications:
-Bilingual (Spanish).
-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.

We are an Equal Opportunity Employer and do not discriminate against applicants due race, color, religion, national origin, sex, age, disability, veteran status, sexual orientation, gender identity, or other legally protected status.

About First Citizens Bank

First Citizens BancShares Inc. has over $21 billion in assets. BancShares' banking subsidiaries, First Citizens Bank and IronStone Bank, provide a broad range of financial services to individuals, businesses, professionals and the medical community through a network of over 400 branch offices, telephone banking, online banking and ATMs. BancShares is one of Forbes' Platinum 400 Best Big Companies in America. Founded in 1898, First Citizens Bank today operates in North Carolina, Virginia, West Virginia, Tennessee, Maryland, Florida, Washington state and Southern California. The bank has received multiple national awards for customer satisfaction, sustained profitability and overall stability and security, including a five-star superior ranking by independent banking rating firm BauerFinancial Inc. and Greenwich Excellence Awards for Business Banking.

This company profile was created by AfterCollege and is about First Citizens Bank. This page is not endorsed by or affiliated with First Citizens Bank. For questions regarding company profiles, please email: care@aftercollege.com.