Third Party Origination Sales Specialist

First Citizens Bank Raleigh, NC

Company

First Citizens Bank

Location

Raleigh, NC

Type

Full Time

Job Description

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.
Qualifications

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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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Date Posted

02/06/2025

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