Retail Mortgage Loan Originator

Truist Financial
Florida
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditExperience: 1+ yearsSkills: ["Organizational skills","Written communication","Verbal communication","Interpersonal skills","Negotiation skills","Computer proficiency"]

Responsible for sales and marketing of Truist mortgage loan products, executing mortgage marketing and development plans to meet production goals. Provide mortgage clients sound advice based on understanding of their needs and Truist mortgage offerings. Maintain knowledge of mortgage strategies, policies, procedures, and secondary market investor guidelines, while adhering to state and federal regulations. Consistently drive referrals to other bank solutions and support mortgage loan fulfillment with required document follow-up.

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Truist Financial
Truist Financial
2 months ago

Retail Mortgage Loan Originator

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Last checked: 2 days agoStatus: Live

Job Summary

Responsible for sales and marketing of Truist mortgage loan products, executing mortgage marketing and development plans to meet production goals. Provide mortgage clients sound advice based on understanding of their needs and Truist mortgage offerings. Maintain knowledge of mortgage strategies, policies, procedures, and secondary market investor guidelines, while adhering to state and federal regulations. Consistently drive referrals to other bank solutions and support mortgage loan fulfillment with required document follow-up.
Location: Florida
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit

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.
  • •Comply with Truist policies and procedures, including state and federal rules and regulations.
  • •Provide mortgage clients sound advice based on client needs and Truist mortgage products and benefits.
  • •Execute Truist's referral process and assist mortgage loan fulfillment with client, attorney, or appraiser document follow-up as needed.
Travel: High travel

Pay and Benefits

Perks:Health InsuranceDentalVision401kPaid LeaveLife Insurance

Key Requirements

  • •1+ year(s) experience in banking and/or lending environment 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 (new or transfer of registration, and applicable NMLS background check).
Experience:1+ years
Education:
Skills:Organizational skillsWritten communicationVerbal communicationInterpersonal skillsNegotiation skillsComputer proficiency
Licenses:NMLS (background check)
Certifications:SAFE Mortgage Licensing Act compliance (within 30 days)
Languages:English
Tech Stack:Computer applicationsPC keyboardMouseCopy/fax 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