Retail Mortgage Loan Originator

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

Drive mortgage sales and marketing for Truist Mortgage Loan products within bank policies, meeting production goals and providing guidance to mortgage clients based on their needs. Maintain expertise in mortgage strategies, policies, procedures, and secondary market investor guidelines, and adhere to state and federal compliance requirements. Execute the referral process to connect 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: 2 days agoStatus: Live

Job Summary

Drive mortgage sales and marketing for Truist Mortgage Loan products within bank policies, meeting production goals and providing guidance to mortgage clients based on their needs. Maintain expertise in mortgage strategies, policies, procedures, and secondary market investor guidelines, and adhere to state and federal compliance requirements. Execute the referral process to connect clients with other bank solutions and support loan fulfillment through document follow-up during quality control or post-closing review.
Location: Florida
Workplace: Onsite
Employment Type: Full time · Permanent
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.
  • •Comply with Truist policies and state/federal rules and regulations related to mortgage origination.
  • •Provide mortgage clients sound advice based on client needs and Truist mortgage product benefits.
  • •Carry out the mortgage referral process and assist loan fulfillment with client/attorney/appraiser document follow-up as needed.
Travel: High travel

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid HolidaysPaid LeaveSick DaysPension

Key Requirements

  • •1+ year of experience in a banking and/or lending environment with basic knowledge of residential property types.
  • •Strong organizational and written/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 NMLS acceptable background check).
Experience:1+ yearsBankingLendingResidential mortgage
Education:
Skills:Organizational skillsCommunicationInterpersonal skillsNegotiationComputer proficiency
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
WebsiteLinkedIn