Retail Mortgage Loan Originator

Truist Financial
Maryland, Washington, Columbia
Workplace: OnsiteFull 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, using bank policies and procedures while generating consistent referrals of mortgage clients for additional bank services, including insurance products. Develop and execute mortgage marketing plans to meet production goals, provide mortgage advice based on client needs and Truist offerings, and execute the referral process. Support fulfillment with document follow-up post-closing and maintain knowledge of mortgage strategies, policies, and investor guidelines.

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Truist Financial
Truist Financial
2 months ago

Retail Mortgage Loan Originator

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Last checked: 10 hours agoStatus: Live

Job Summary

Drive sales and marketing of Truist mortgage loan products, using bank policies and procedures while generating consistent referrals of mortgage clients for additional bank services, including insurance products. Develop and execute mortgage marketing plans to meet production goals, provide mortgage advice based on client needs and Truist offerings, and execute the referral process. Support fulfillment with document follow-up post-closing and maintain knowledge of mortgage strategies, policies, and investor guidelines.
Location: Maryland, Washington, Columbia
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 thorough knowledge of Truist mortgage strategies, policies and procedures, and secondary market investor guidelines.
  • •Adhere to Truist policies and comply with internal and external rules and regulations, including state and federal law.
  • •Provide mortgage clients sound advice based on client needs and Truist mortgage products and benefits.
  • •Execute the Truist referral process to introduce mortgage clients to other bank solutions and support fulfillment with required document follow-up.
Travel: Extensive travel

Pay and Benefits

Perks:Health InsuranceDentalVisionLife Insurance401k

Key Requirements

  • •1+ year(s) experience in banking and/or lending 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 an applicable NMLS acceptable background check.
Experience:1+ yearsBankingLendingResidential mortgageResidential property
Education:Bachelor's in Business, Marketing, Accounting, or related studies
Skills:Organizational skillsWritten communicationVerbal communicationInterpersonal skillsNegotiation
Certifications:SAFE Mortgage Licensing Act compliantNMLS
Languages:English
Tech Stack:Computer applicationsPC keyboardPC mouseCopy/fax machinesPrintersPhone

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