Retail Mortgage Loan Originator

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

Drive sales and marketing of Truist mortgage loan products, building referrals for mortgage clients and positioning them for additional bank solutions. Develop and execute mortgage production plans, maintain deep knowledge of mortgage policies and secondary market guidelines, and provide sound mortgage advice based on client needs. Execute Truist’s referral process and support mortgage loan fulfillment by coordinating 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: 2 days agoStatus: Live

Job Summary

Drive sales and marketing of Truist mortgage loan products, building referrals for mortgage clients and positioning them for additional bank solutions. Develop and execute mortgage production plans, maintain deep knowledge of mortgage policies and secondary market guidelines, and provide sound mortgage advice based on client needs. Execute Truist’s referral process and support mortgage loan fulfillment by coordinating document follow-up during quality control or post-closing review.
Location: Melbourne, 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 thorough knowledge of mortgage strategies, policies and procedures, and secondary market investor guidelines.
  • •Comply with Truist policies and procedures and applicable state and federal rules and regulations.
  • •Provide mortgage clients sound advice based on a full understanding of client needs and Truist mortgage products.
  • •Execute Truist’s referral process and assist mortgage loan fulfillment with document follow-up during quality control or post-closing review.
Travel: Extensive travel

Pay and Benefits

Perks:Health InsuranceDentalVisionLife Insurance401k

Key Requirements

  • •1+ years of experience in a banking and/or lending environment 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 of registration) and applicable NMLS acceptable background check.
Experience:1+ yearsBankingLendingResidential mortgage
Education:
Skills:CommunicationOrganizational skillsInterpersonal skillsNegotiation
Licenses:SAFE Mortgage Licensing ActNMLS
Languages:English
Tech Stack:Computer applicationsPC

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