Retail Mortgage Loan Originator

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

Drive sales and marketing of Truist mortgage loan products by executing mortgage marketing and development plans, meeting production goals, and building strong referral relationships. Use deep knowledge of mortgage strategies, policies, and investor guidelines to provide sound mortgage advice based on client needs. Manage the mortgage referral process and support loan fulfillment with document follow-up as needed, while complying with state and federal regulations.

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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

Drive sales and marketing of Truist mortgage loan products by executing mortgage marketing and development plans, meeting production goals, and building strong referral relationships. Use deep knowledge of mortgage strategies, policies, and investor guidelines to provide sound mortgage advice based on client needs. Manage the mortgage referral process and support loan fulfillment with document follow-up as needed, while complying with state and federal regulations.
Location: Florida, Naples
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 thorough knowledge of Truist mortgage strategies, policies, procedures, and secondary market investor guidelines.
  • •Ensure full compliance with Truist policies and applicable state and federal laws.
  • •Provide mortgage clients sound advice based on client needs and Truist mortgage products.
  • •Execute Truist referral process and support mortgage loan fulfillment with client, attorney, or appraiser document follow-up.
Travel: Extensive travel

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid HolidaysPaid LeaveSick Days

Key Requirements

  • •1+ year(s) 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 applicable NMLS background check).
Experience:1+ yearsBankingLendingResidential mortgage lending
Education:Bachelor's in Business, Marketing, Accounting, or related studies
Skills:Organizational skillsWritten communicationVerbal communicationInterpersonal skillsNegotiation
Certifications:SAFE Mortgage Licensing ActNMLS
Languages:English
Tech Stack:Computer applicationsPCKeyboardMouseCopy/fax 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