Truist Financial

3 weeks ago

Retail Mortgage Loan Originator

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 19 hours agoStatus: Live

Job Summary

Drive sales and marketing for Truist mortgage loan products by executing mortgage production and development plans, advising clients based on their needs, and ensuring compliance with bank policies and state/federal regulations. Maintain expertise in mortgage strategies, policies, and secondary market guidelines, and consistently execute referral processes to connect clients to other bank solutions. Support mortgage loan fulfillment with document follow-up during quality control and post-closing review.

Location: Naples

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 agreed-upon mortgage production goals.
•Maintain thorough knowledge of Truist mortgage strategies, policies, procedures, and secondary market investor guidelines.
•Provide mortgage clients sound advice based on a full understanding of client needs and Truist mortgage products and benefits.
•Execute Truist’s referral process to introduce mortgage clients to other bank solutions and deepen opportunities.
•Assist mortgage loan fulfillment with client, attorney, or appraiser document follow-up based on quality control or post-closing review.

Travel: Extensive travel

Pay and Benefits

Perks:Health InsuranceDentalVisionLife Insurance401kPaid HolidaysPaid Leave

Key Requirements

•1+ years of experience in a banking and/or lending environment with basic knowledge of residential property types.
•Good organizational skills and 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, including new or transfer of registration, and an NMLS acceptable background check.

Experience:1+ yearsBankingLendingResidential mortgage

Education:Bachelor's in Business, Marketing, Accounting (or related studies)

Skills:Organizational skillsCommunicationInterpersonal skillsNegotiation skills

Licenses:SAFE Mortgage Licensing ActNMLS

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

Website LinkedIn

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Truist Financial

3 weeks ago

Retail Mortgage Loan Originator

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 19 hours agoStatus: Live

Job Summary

Location: Naples

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 agreed-upon mortgage production goals.
•Maintain thorough knowledge of Truist mortgage strategies, policies, procedures, and secondary market investor guidelines.
•Provide mortgage clients sound advice based on a full understanding of client needs and Truist mortgage products and benefits.
•Execute Truist’s referral process to introduce mortgage clients to other bank solutions and deepen opportunities.
•Assist mortgage loan fulfillment with client, attorney, or appraiser document follow-up based on quality control or post-closing review.

Travel: Extensive travel

Pay and Benefits

Perks:Health InsuranceDentalVisionLife Insurance401kPaid HolidaysPaid Leave

Key Requirements

•1+ years of experience in a banking and/or lending environment with basic knowledge of residential property types.
•Good organizational skills and 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, including new or transfer of registration, and an NMLS acceptable background check.

Experience:1+ yearsBankingLendingResidential mortgage

Education:Bachelor's in Business, Marketing, Accounting (or related studies)

Skills:Organizational skillsCommunicationInterpersonal skillsNegotiation skills

Licenses:SAFE Mortgage Licensing ActNMLS

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

Website LinkedIn