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Third Party Origination Sales Specialist

Third Party Origination Sales Specialist

First Citizens BankCharlotte, NC, US
30+ days ago
Job type
  • Full-time
Job description

Overview

The Third-Party Lending Relationship Manager (Relationship Manager) will conduct both sales and marketing for the mortgage division’s Third Party originations team. The Relationship Manager will build a book of business for the origination and delivery of mortgage loan product to and for both HFI and HFS portfolios. The position will acquire, train, and develop Brokers and Bankers in their given territory. In addition, the position will be expected to negotiate residential mortgage product from inception to completion and sale.

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. Handles day to day questions and inquiries regarding programs, guidelines, and updates on new products. Problem solve and advocate on behalf of the customer regarding operational deliveries and service levels.

Training

Train new and existing customers on the use of our third-party operations portal, as well as any new products and services rolled out to meet the channels goals.

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. Locate new counterparties to obtain initial approval and the subsequent pipeline that will enhance growth of specific products in their given regions to support the bank’s lending goals.

Community Service and PR

Expectation to help flourish the bank’s growth and reputation as a vanguard for underserved communities.

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.

Qualifications

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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Company Description :

Founded in 1898 and headquartered in Raleigh, N.C., First Citizens Bank serves customers in 18 states and the District of Columbia. For over 100 years, customers have trusted First Citizens with their money … and their futures. Today, First Citizens is the largest family-controlled bank in the nation and the sixth-largest bank franchise headquartered in the Southeast with more than $30 billion in assets. We employ more than 6,000 associates who are focused on helping our customers achieve a lifetime of success. First Citizens operates more than 570 branches in Arizona, California, Colorado, District of Columbia, Florida, Georgia, Kansas, Maryland, New Mexico, Missouri, North Carolina, Oklahoma, Oregon, South Carolina, Tennessee, Texas, Virginia, Washington and West Virginia.

First Citizens Bank. Forever First®. Member FDIC.

Equal Opportunity / Affirmative Action Employer / Minority / Female / Disability / Veteran

If you need special assistance or an accommodation in applying for employment at First Citizens Bank, please contact our Human Resources department.

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Sales Specialist • Charlotte, NC, US