Retail Mortgage Loan Originator

Truist Financial
Dallas
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditExperience: 1+ yearsEducation: bachelorsSkills: ["Communication","Organizational skills","Interpersonal skills","Negotiation"]

Responsible for generating mortgage loan sales through marketing and development plans to meet mortgage production goals. You’ll maintain expertise in mortgage policies, procedures, and secondary market investor guidelines, provide mortgage advice based on client needs, and execute Truist’s referral process to deepen client opportunities. You’ll also support mortgage loan fulfillment with document follow-up for clients, attorneys, and appraisers during quality control or post-closing review.

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Truist Financial
Truist Financial
3 months ago

Retail Mortgage Loan Originator

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Last checked: 14 hours agoStatus: Live

Job Summary

Responsible for generating mortgage loan sales through marketing and development plans to meet mortgage production goals. You’ll maintain expertise in mortgage policies, procedures, and secondary market investor guidelines, provide mortgage advice based on client needs, and execute Truist’s referral process to deepen client opportunities. You’ll also support mortgage loan fulfillment with document follow-up for clients, attorneys, and appraisers during quality control or post-closing review.
Location: Dallas
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Entry level

Key Responsibilities

  • •Execute mortgage marketing and development plans to meet or exceed mortgage production goals.
  • •Maintain knowledge of mortgage strategies, policies, procedures, and secondary market investor guidelines.
  • •Ensure compliance with Truist policies and procedures, including state and federal rules and regulations.
  • •Provide sound mortgage advice based on client needs and Truist mortgage products and benefits.
  • •Follow the referral process and assist mortgage loan fulfillment with client, attorney, or appraiser document follow-up.
Travel: High travel

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid LeaveSick DaysPaid Holidays

Key Requirements

  • •1+ year(s) 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, including new or transfer of registration, and an applicable NMLS background check.
Experience:1+ yearsBankingLendingResidential mortgage
Education:Bachelor's in Business, Marketing, Accounting
Skills:CommunicationOrganizational skillsInterpersonal skillsNegotiation
Licenses:SAFE Mortgage Licensing ActNMLS
Languages:English
Tech Stack:NMLSSAFE Mortgage Licensing ActPCCopy/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