Retail Mortgage Loan Originator

Truist Financial
North Carolina
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditExperience: 1+ yearsEducation: bachelorsSkills: ["Communication","Organizational skills","Interpersonal skills","Negotiation"]

Drive sales and marketing of mortgage loan products by executing mortgage marketing and development plans to meet production goals. Provide mortgage clients sound advice based on their needs and Truist mortgage products, maintain knowledge of mortgage policies and secondary market guidelines, and follow mortgage referral processes to deepen client opportunities. Support mortgage loan fulfillment by handling document follow-up with clients, attorneys, and appraisers through 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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Last checked: 12 hours agoStatus: Live

Job Summary

Drive sales and marketing of mortgage loan products by executing mortgage marketing and development plans to meet production goals. Provide mortgage clients sound advice based on their needs and Truist mortgage products, maintain knowledge of mortgage policies and secondary market guidelines, and follow mortgage referral processes to deepen client opportunities. Support mortgage loan fulfillment by handling document follow-up with clients, attorneys, and appraisers through quality control or post-closing review.
Location: North Carolina
Workplace: Onsite
Employment Type: Full time · Permanent
Job Function: Banking, Lending & Credit
Seniority: Entry level

Key Responsibilities

  • •Execute 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.
  • •Provide mortgage clients sound advice based on client needs and Truist mortgage products and benefits.
  • •Execute Truist’s referral process by introducing mortgage clients to other bank solutions to deepen client opportunities.
  • •Support mortgage loan fulfillment with document follow-up for clients, attorneys, or appraisers as determined through quality control or post-closing review.
Travel: High travel

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid LeavePaid HolidaysPensionRsus

Key Requirements

  • •1+ year 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.
  • •SAFE Mortgage Licensing Act compliance within 30 days of employment, including new or transfer of registration, and an applicable NMLS acceptable background check.
Experience:1+ yearsBankingLendingResidential mortgage
Education:Bachelor's in Business, Marketing, Accounting, or related studies
Skills:CommunicationOrganizational skillsInterpersonal skillsNegotiation
Licenses: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