Retail Mortgage Loan Originator

Truist Financial
Cincinnati, Columbus
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditExperience: 1+ yearsEducation: bachelorsSkills: ["Organizational skills","Written communication","Verbal communication","Interpersonal skills","Negotiation skills"]

Drive sales and marketing of Truist mortgage loan products while meeting production goals through effective mortgage marketing and development plans. Provide mortgage clients sound advice based on their needs and Truist mortgage offerings, and deepen relationships via a consistent referral process to other bank solutions. Maintain expertise in Truist mortgage strategies, policies, and secondary market guidelines, and support fulfillment with document follow-up post-closing quality control.

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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 while meeting production goals through effective mortgage marketing and development plans. Provide mortgage clients sound advice based on their needs and Truist mortgage offerings, and deepen relationships via a consistent referral process to other bank solutions. Maintain expertise in Truist mortgage strategies, policies, and secondary market guidelines, and support fulfillment with document follow-up post-closing quality control.
Location: Cincinnati, Columbus
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Entry level

Key Responsibilities

  • •Execute mortgage marketing and development plans to meet or exceed mortgage production goals.
  • •Maintain knowledge of Truist mortgage strategies, policies, procedures, and secondary market investor guidelines.
  • •Comply with Truist policies and applicable state and federal rules and regulations.
  • •Advise mortgage clients based on their needs and Truist mortgage products and benefits.
  • •Follow the referral process by introducing mortgage clients to other bank solutions and support fulfillment with document follow-up post-closing.
Travel: High travel

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid LeavePaid Holidays

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.
  • •Proficiency in relevant computer applications.
  • •Must be SAFE Mortgage Licensing Act compliant within 30 days of employment (new or transfer of 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 skillsWritten communicationVerbal communicationInterpersonal skillsNegotiation skills
Licenses:SAFE Mortgage Licensing Act compliantNMLS
Languages:English
Tech Stack:Computer applicationsPC keyboard and mouseCopy/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