Retail Mortgage Loan Originator

Truist Financial
Florida
Full timeFunction: Banking, Lending & CreditExperience: 1+ yearsEducation: bachelorsSkills: ["Organizational","Written communication","Verbal communication","Interpersonal skills","Negotiation"]

Drive sales and marketing of Truist mortgage loan products by developing mortgage marketing plans to meet production goals. Provide mortgage clients sound advice based on their needs and Truist mortgage offerings, while maintaining deep knowledge of policies, procedures, and investor guidelines. Execute the referral process to connect mortgage clients with other bank solutions, and support loan fulfillment through document follow-up during 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: 10 days agoStatus: Live

Job Summary

Drive sales and marketing of Truist mortgage loan products by developing mortgage marketing plans to meet production goals. Provide mortgage clients sound advice based on their needs and Truist mortgage offerings, while maintaining deep knowledge of policies, procedures, and investor guidelines. Execute the referral process to connect mortgage clients with other bank solutions, and support loan fulfillment through document follow-up during quality control or post-closing review.
Location: Florida
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Entry level

Key Responsibilities

  • •Execute mortgage marketing and development plans to meet or exceed production goals.
  • •Maintain thorough knowledge of mortgage strategies, policies, and procedures, including investor guideline requirements.
  • •Adhere to 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 the referral process and assist with document follow-up for loan fulfillment as needed.
Travel: Extensive travel

Pay and Benefits

Equity and Bonus:Equity
Perks:Health InsuranceDentalVisionLife InsuranceDisability Insurance401kPaid LeavePaid HolidaysRsusPension

Key Requirements

  • •1+ year 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.
  • •Must be SAFE Mortgage Licensing Act compliant within 30 days of employment (new or transfer registration) and applicable NMLS acceptable background check.
Experience:1+ years
Education:Bachelor's in Business, Marketing, Accounting, or related studies (or equivalent financial sales experience)
Skills:OrganizationalWritten communicationVerbal communicationInterpersonal skillsNegotiation
Licenses:SAFE Mortgage Licensing Act compliantNMLS
Languages:English

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