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FC
First Citizens Bank
Mortgage Banker Sales Assistant
Career Insights for Sales Assistant (General)
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Scorecard
Based on South Carolina data
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What they do
A Sales Assistant provides administrative assistance to sales representatives or teams. Provides follow up on sales leads or assists with marketing or recruiting new leads, and compiles sales reports. Works in an office or in a remote location and provides assistance by phone, email or the internet.
$43,569 / year median in South Carolina
-10% projected decline
Job 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.