Retail Mortgage Loan Originator

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

Drive sales and marketing of mortgage loan products while following Truist mortgage policies and procedures. Provide mortgage clients sound advice based on their needs and Truist product benefits, and execute an effective referral process to deepen client opportunities across bank services and insurance offerings. Maintain up-to-date knowledge of mortgage strategies, policies, and investor guidelines, and support mortgage fulfillment with document follow-up through quality control or post-closing review.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
Truist Financial
Truist Financial
1 month ago

Retail Mortgage Loan Originator

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 14 hours agoStatus: Live

Job Summary

Drive sales and marketing of mortgage loan products while following Truist mortgage policies and procedures. Provide mortgage clients sound advice based on their needs and Truist product benefits, and execute an effective referral process to deepen client opportunities across bank services and insurance offerings. Maintain up-to-date knowledge of mortgage strategies, policies, and investor guidelines, and support mortgage fulfillment with document follow-up through quality control or post-closing review.
Location: United States
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, plus secondary market investor guidelines.
  • •Ensure compliance with Truist policies and state/federal rules and regulations.
  • •Advise mortgage clients based on a full understanding of their needs and Truist mortgage products and benefits.
  • •Follow Truist referral process and assist mortgage fulfillment with client/attorney/appraiser document follow-up as needed.
Travel: High travel

Pay and Benefits

Perks:Health InsuranceDentalVisionLife Insurance401k

Key Requirements

  • •1+ year experience in banking and/or lending 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 registration and an NMLS acceptable background check.
Experience:1+ yearsBankingLendingResidential mortgage
Education:Bachelor's in Business, Marketing, Accounting, or related studies
Skills:Organizational skillsCommunicationInterpersonal skillsNegotiationSales/marketing focus
Certifications: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