Retail Mortgage Loan Originator

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

Responsible for selling and marketing Truist mortgage loan products while following bank policies and procedures. Execute mortgage marketing and development plans to meet production goals, provide mortgage clients sound advice based on their needs, and maintain knowledge of mortgage strategies and investor guidelines. Drive effective referrals to other bank services, support mortgage loan fulfillment with document follow-up, and ensure compliance with state and federal regulations.

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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 while following bank policies and procedures. Execute mortgage marketing and development plans to meet production goals, provide mortgage clients sound advice based on their needs, and maintain knowledge of mortgage strategies and investor guidelines. Drive effective referrals to other bank services, support mortgage loan fulfillment with document follow-up, and ensure compliance with state and federal regulations.
Location: United States
Workplace: Onsite
Employment Type: Full time · Permanent
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 mortgage strategies, policies, procedures, and secondary market investor guidelines.
  • •Ensure full compliance with Truist policies and all internal/external rules and regulations, including state and federal law.
  • •Provide mortgage clients sound mortgage advice based on client needs and Truist mortgage products.
  • •Drive Truist’s referral process and assist mortgage loan fulfillment with client, attorney, or appraiser document follow-up as needed.
Travel: Extensive travel

Pay and Benefits

Perks:Health InsuranceDentalVisionLife Insurance401kPaid Leave

Key Requirements

  • •1+ year(s) experience in banking and/or lending with basic knowledge of residential property types.
  • •Good organizational skills and strong written and verbal communication.
  • •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 applicable NMLS acceptable background check.
Experience:1+ yearsBankingLendingResidential mortgage
Education:Bachelor's in Business, Marketing, Accounting, or related studies
Skills:Organizational skillsCommunicationInterpersonal skillsNegotiationCustomer advice
Licenses:SAFE Mortgage Licensing ActNMLS
Languages:English
Tech Stack:PC

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