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Mortgage Retail Sales Assistant
Fidelity Southern Corporation
Atlanta, GA, United States
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Job Details
Description
The Fidelity Bank Promise: To be the Number One Community Bank with the Best Customer Service in Town. Fidelity Bank is a full-service bank with over 60 bank branches located throughout metro Atlanta and Florida. Additionally, Fidelity Bank operates Wealth Management, as well as SBA, Commercial, Indirect Automobile Financing, Construction Lending, and Mortgage offices throughout the Southeast.
Fidelity Bank is seeking a Mortgage Retail Sales Assistant to be responsible for the assisting the Mortgage Retail Sales Support with daily management of leads and reporting. Opens deposit accounts ensuring proper policy and procedures are followed. Other duties as assigned or needed.
Essential Duties and Responsibilities:
• Import leads into CRM solution and assign the leads to the appropriate Mortgage Retail Sales Support.
• Communicate daily leads to the mortgage managers.
• Coordinate and open deposit accounts with the Branch and Mortgage Retail Sales Support while keeping the Mortgage Loan Officer informed of the process through notes logged in the Mortgage Loan Origination System.
• Create and maintain reporting for Mortgage Retail Sales Support to share with the mortgage team and Management.
• Develop a pre-call plan with Mortgage Loan Officer and Mortgage Retail Sales Support to ensure the success of the program.
• Work as a liaison between the Mortgage and Retail Divisions of the Bank to ensure the success of deposit account acquisition and portfolio growth.
• Answer telephone inquiries and mail out forms and brochures as necessary, with follow up phone calls to secure the business.
• Assist Loan Processors in obtaining information they cannot access from retail bank systems.
• Attend local Mortgage Branch meetings as needed to foster relationship between the Mortgage Loan Officers, the Mortgage Branch Manager, and the Mortgage Retail Support Specialist.
• Document and report account openings to Management so the results can be reviewed and analyzed to ensure the success of the program.
Disclaimer: This job summary should not be construed to imply that these requirements are the exclusive standards of the position. Employees will follow any other instructions and perform other related duties as may be required by their supervisor.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information.