Retail Mortgage Loan Originator

Truist Financial
Virginia, Washington, Vienna
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditExperience: 1+ yearsEducation: bachelorsSkills: ["Organizational","Communication","Interpersonal","Negotiation","Client advisory"]

Drive sales and marketing of mortgage loan products by executing mortgage marketing and development plans to meet production goals. Build deep product and policy knowledge, provide mortgage clients sound advice based on their needs, and execute the referral process to connect clients to additional Truist solutions. Support mortgage loan fulfillment by following up on client, attorney, and appraiser documents during quality control or post-closing review.

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Truist Financial
Truist Financial
1 month ago

Retail Mortgage Loan Originator

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Source: Company careers pageValidated by: Fursa AI
Last checked: 3 days agoStatus: Live
Reposted: similar role first listed 1 month ago

Job Summary

Drive sales and marketing of mortgage loan products by executing mortgage marketing and development plans to meet production goals. Build deep product and policy knowledge, provide mortgage clients sound advice based on their needs, and execute the referral process to connect clients to additional Truist solutions. Support mortgage loan fulfillment by following up on client, attorney, and appraiser documents during quality control or post-closing review.
Location: Virginia, Washington, Vienna
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 thorough knowledge of Truist Mortgage strategies, policies, and procedures, including secondary market investor guidelines.
  • •Comply with Truist policies and procedures and with state and federal rules and regulations.
  • •Provide mortgage clients sound mortgage 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 for quality control or post-closing review.
Travel: Extensive travel

Pay and Benefits

Perks:Health InsuranceDentalVisionLife Insurance401kPaid Holidays

Key Requirements

  • •1+ year of experience in a 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, 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:OrganizationalCommunicationInterpersonalNegotiationClient advisory
Licenses:SAFE Mortgage Licensing Act complianceNMLS registration
Languages:English
Tech Stack:PCComputer applications

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