Mortgage Executive

Southern First Bank prioritizes building strong relationships with clients to help them achieve their financial goals. Offering personalized service through dedicated banking teams and advanced technology, we provide the tools and support you need for seamless financial management. Southern First Bank proudly serves communities in Greenville, Columbia, Charleston, Summerville, Atlanta, Charlotte, Raleigh, and Greensboro. As an Equal Opportunity Employer and Equal Housing Lender, we are committed to customer satisfaction and community engagement. Member FDIC. NMLS #754127.

Role Description This is a full-time hybrid role based in Charlotte, NC with the possibility of partial remote work. The Mortgage Executive will be responsible for managing mortgage production, reviewing financial statements, analyzing market trends, and maintaining compliance with lending policies. The responsibilities include building client relationships, guiding clients through the loan application process, and developing personalized strategies to meet their financial needs.

Qualifications

Proficiency in Financial Statements, Financial Reporting, and understanding of Finance principles

Strong Analytical Skills to assess financial data and market trends effectively

Knowledge of Goods and Services Tax (GST) and related financial regulations

Excellent communication, relationship-building, and problem-solving skills

Bachelor’s degree in Finance, Accounting, Business, or related field highly preferred

Experience in the banking or financial services sector is an advantage

Self-motivated with the ability to work in a hybrid environment

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