Retail Mortgage Loan Originator

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

Responsible for selling and marketing Truist mortgage loan products by executing mortgage marketing and development plans to meet production goals. Provide mortgage clients sound advice based on client needs and Truist mortgage products, while maintaining thorough knowledge of mortgage strategies, policies, procedures, and secondary market guidelines. Drive consistent mortgage referral processes to deepen client opportunities, and support mortgage loan fulfillment with post-closing/document follow-up as needed.

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Truist Financial
Truist Financial
3 months ago

Retail Mortgage Loan Originator

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Source: Company careers pageValidated by: Fursa AI
Last checked: 3 hours agoStatus: Live
Reposted: similar role first listed 4 months ago

Job Summary

Responsible for selling and marketing Truist mortgage loan products by executing mortgage marketing and development plans to meet production goals. Provide mortgage clients sound advice based on client needs and Truist mortgage products, while maintaining thorough knowledge of mortgage strategies, policies, procedures, and secondary market guidelines. Drive consistent mortgage referral processes to deepen client opportunities, and support mortgage loan fulfillment with post-closing/document follow-up as needed.
Location: United States
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 Truist mortgage strategies, policies, procedures, and secondary market investor guidelines.
  • •Ensure compliance with Truist policies and applicable state and federal rules and regulations.
  • •Provide mortgage clients sound advice based on client needs and Truist mortgage products and benefits.
  • •Consistently execute Truist referral processes and assist mortgage loan fulfillment with client/attorney/appraiser document follow-up as needed.
Travel: Extensive travel

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid HolidaysPaid LeavePensionEquity

Key Requirements

  • •1+ year experience in banking and/or lending with basic knowledge of residential property types.
  • •Strong 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/transfer registration and an applicable NMLS acceptable background check.
Experience:1+ yearsBankingLendingResidential mortgage lending
Education:Bachelor's in Business, Marketing, Accounting, or related studies
Skills:Organizational skillsCommunicationInterpersonal skillsNegotiation skills
Licenses:SAFE Mortgage Licensing ActNMLS
Languages:English
Tech Stack:Computer applicationsPCKeyboardMouseCopyFax 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