Retail Mortgage Loan Originator

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

Responsible for selling and marketing Truist Mortgage Loan products, generating mortgage business, and providing consistent, effective referrals to other Truist services. You’ll execute mortgage marketing and development plans to meet production goals, maintain expertise in Truist mortgage policies and secondary market guidelines, and advise clients based on their needs and Truist product benefits. You’ll also follow Truist’s referral process and support post-closing documentation follow-up.

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Truist Financial
Truist Financial
1 month ago

Retail Mortgage Loan Originator

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Last checked: 14 hours agoStatus: Live

Job Summary

Responsible for selling and marketing Truist Mortgage Loan products, generating mortgage business, and providing consistent, effective referrals to other Truist services. You’ll execute mortgage marketing and development plans to meet production goals, maintain expertise in Truist mortgage policies and secondary market guidelines, and advise clients based on their needs and Truist product benefits. You’ll also follow Truist’s referral process and support post-closing documentation follow-up.
Location: United States
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Execute 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.
  • •Comply with Truist policies and procedures, including rules and regulations established by State and Federal law.
  • •Provide mortgage clients sound mortgage advice based on client needs and Truist Mortgage products and benefits.
  • •Consistently execute the Truist referral process and assist with document follow-up during mortgage loan fulfillment.
Travel: High travel

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid Leave

Key Requirements

  • •1+ year(s) experience in a banking and/or lending environment with basic knowledge of residential property types
  • •Good organizational skills plus 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 complete an NMLS acceptable background check
Experience:1+ yearsBankingLendingResidential mortgage
Education:Bachelor's in Business, Marketing, Accounting, or related studies
Skills:Organizational skillsCommunicationInterpersonal skillsNegotiation
Licenses:SAFE Mortgage Licensing Act compliantNMLS acceptable background check
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