Retail Mortgage Loan Originator

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

Drive sales and marketing of Truist mortgage loan products by executing mortgage production plans, advising clients on suitable mortgage options, and supporting effective referral of mortgage customers to other bank services. Maintain deep knowledge of Truist mortgage strategies, policies, and investor guidelines, comply with state and federal requirements, and help mortgage fulfillment with document follow-up through quality control and post-closing review.

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Truist Financial
Truist Financial
2 days ago

Retail Mortgage Loan Originator

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Last checked: 12 hours agoStatus: Live

Job Summary

Drive sales and marketing of Truist mortgage loan products by executing mortgage production plans, advising clients on suitable mortgage options, and supporting effective referral of mortgage customers to other bank services. Maintain deep knowledge of Truist mortgage strategies, policies, and investor guidelines, comply with state and federal requirements, and help mortgage fulfillment with document follow-up through quality control and post-closing review.
Location: United States
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Entry level

Key Responsibilities

  • •Execute mortgage sales and marketing 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 all applicable state and federal rules and regulations.
  • •Provide mortgage clients sound advice based on client needs and Truist mortgage products and benefits.
  • •Execute the referral process and assist mortgage fulfillment with client/attorney/appraiser document follow-up as needed.
Travel: Extensive travel

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability Insurance401kPaid LeaveSick DaysPaid HolidaysPensionEquity

Key Requirements

  • •1+ year of experience in a banking and/or lending environment with basic knowledge of residential property types.
  • •Strong organizational, written, and verbal communication skills.
  • •Solid interpersonal and negotiation skills.
  • •Demonstrated proficiency in relevant computer applications.
  • •SAFE Mortgage Licensing Act compliant within 30 days (including new/transfer registration) and meet applicable NMLS background check requirements.
Experience:1+ yearsBankingLendingResidential mortgage lending
Education:Bachelor's in Business, Marketing, Accounting, or related studies
Skills:Organizational skillsCommunicationInterpersonal skillsNegotiationComputer proficiency
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