Retail Mortgage Loan Originator

Truist Financial
Miami, Florida
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditExperience: 1+ yearsSkills: ["Organizational skills","Communication skills","Interpersonal skills","Negotiation skills","Computer proficiency"]

Originate and market Truist mortgage loan products to meet production goals, providing mortgage clients sound advice aligned with Truist policies and applicable state/federal regulations. Execute mortgage development and marketing plans, maintain knowledge of mortgage strategies, policies, procedures, and investor guidelines, and drive client referrals to other bank services. Support mortgage fulfillment with document follow-up through quality control or post-closing review.

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Truist Financial
Truist Financial
2 months ago

Retail Mortgage Loan Originator

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Last checked: 2 days agoStatus: Live

Job Summary

Originate and market Truist mortgage loan products to meet production goals, providing mortgage clients sound advice aligned with Truist policies and applicable state/federal regulations. Execute mortgage development and marketing plans, maintain knowledge of mortgage strategies, policies, procedures, and investor guidelines, and drive client referrals to other bank services. Support mortgage fulfillment with document follow-up through quality control or post-closing review.
Location: Miami, Florida
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Entry level

Key Responsibilities

  • •Execute effective mortgage marketing and development plans to meet or exceed mortgage production goals.
  • •Maintain knowledge of mortgage strategies, policies, procedures, and secondary market investor guidelines.
  • •Comply with Truist policies and applicable state and federal rules and regulations.
  • •Provide mortgage clients sound advice based on client needs and Truist mortgage products and benefits.
  • •Consistently execute Truist referral processes and support fulfillment document follow-up through quality control or post-closing review.
Travel: High travel

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid HolidaysPaid Leave

Key Requirements

  • •1+ year of experience in banking and/or lending with basic knowledge of residential property types.
  • •Good organizational, written, and verbal communication skills.
  • •Solid interpersonal and negotiation skills.
  • •Demonstrated proficiency in relevant computer applications.
  • •SAFE Mortgage Licensing Act compliant within 30 days of employment (new or transfer of registration, NMLS acceptable background check).
Experience:1+ yearsBankingLendingResidential mortgage lending
Skills:Organizational skillsCommunication skillsInterpersonal skillsNegotiation skillsComputer proficiency
Certifications:SAFE Mortgage Licensing ActNMLS
Languages:English
Tech Stack:Computer applicationsPCFax machinesPrinters

Company Brief

Truist Financial
Provides consumer and commercial banking, wealth management, insurance, lending, and payments services through a large U.S. financial services platform formed by the merger of BB&T and SunTrust.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Charlotte, United States
Founded: 2019
WebsiteLinkedIn