Overview
This position is responsible for relationship management of Third-Party Origination (Correspondent and Wholesale) counterparties and mortgage products. Determines needs and offers appropriate solutions, identifying sales opportunities via referrals and prospecting efforts. Partners with third-party mortgage originators to promote products, ensuring all activities create value for the Bank. Provides ongoing support and training to customers by answering daily inquiries and resolving issues. Serves as a product resource to both internal and external parties in order to generate revenue and acquire business for the Bank.
Responsibilities
- Relationship Management - Actively manages and cultivates relationships with Third Party Origination mortgage originators through promotion of Bank products.
- Operations - Partners with operations team to perform a variety of tasks relating to product and client needs. Responds to inquiries, addresses issues, and services client accounts. Reviews documentation and compiles additional information as needed.
- Prospecting - Conducts analysis of client databases to determine potential business needs. Initiates contact and follows-up to maximize sales presence.
- Product Proficiency - Maintains knowledge of Third-Party industry products and services and competitor products and services. Utilizes knowledge to identify and recommend the best solutions for Third Party Origination customer needs.
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Bachelor's Degree and 4 years of experience in Third Party Originations OR High School Diploma or GED and 8 years of experience in Third Party Originations
Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits.
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