Retail Mortgage Loan Originator

Truist Financial
West Virginia
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 in line with bank policies, while consistently referring mortgage clients to other bank services. Build and execute mortgage marketing and development plans to meet production goals, provide sound mortgage advice based on client needs, and manage the mortgage referral process. Support mortgage fulfillment with 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: 14 hours agoStatus: Live

Job Summary

Drive sales and marketing of Truist mortgage loan products in line with bank policies, while consistently referring mortgage clients to other bank services. Build and execute mortgage marketing and development plans to meet production goals, provide sound mortgage advice based on client needs, and manage the mortgage referral process. Support mortgage fulfillment with document follow-up during quality control or post-closing review.
Location: West Virginia
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 knowledge of mortgage strategies, policies and procedures, and secondary market investor guidelines.
  • •Comply with Truist policies and relevant internal/external rules and regulations, including State and Federal law.
  • •Provide mortgage clients sound advice based on full understanding of needs and Truist mortgage products and benefits.
  • •Execute Truist’s referral process to introduce mortgage clients to other bank solutions and assist fulfillment with document follow-up as needed.
Travel: Extensive travel

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability Insurance401kPaid LeaveSick DaysPaid HolidaysEquityPension Plan

Key Requirements

  • •1+ year of 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/transfer registration and applicable NMLS acceptable background check.
Experience:1+ yearsBankingLendingResidential mortgage
Education:Bachelor's in Business, Marketing, Accounting, or related studies
Skills:Organizational skillsWritten communicationVerbal communicationInterpersonal skillsNegotiation
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