Retail Mortgage Loan Originator

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

Drive sales and marketing of mortgage loan products, building and executing mortgage marketing/development plans to meet production goals. Provide mortgage clients sound advice based on their needs and Truist mortgage offerings, while ensuring compliance with internal, state, and federal policies. Qualify clients, manage mortgage client referrals for other Truist services, and support fulfillment by coordinating document follow-up and post-closing review.

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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 mortgage loan products, building and executing mortgage marketing/development plans to meet production goals. Provide mortgage clients sound advice based on their needs and Truist mortgage offerings, while ensuring compliance with internal, state, and federal policies. Qualify clients, manage mortgage client referrals for other Truist services, and support fulfillment by coordinating document follow-up and post-closing review.
Location: Pittsburgh, Pennsylvania
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 production goals.
  • •Maintain knowledge of 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.
  • •Execute Truist referral process and assist mortgage fulfillment with document follow-up as needed.
Travel: Extensive travel

Pay and Benefits

Equity and Bonus:Equity
Perks:Health InsuranceDentalVisionLife InsuranceDisability Insurance401kPaid LeavePaid Holidays

Key Requirements

  • •1+ year(s) experience in a banking and/or lending environment with basic knowledge of residential property types.
  • •Strong organizational skills and written/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 registration and NMLS acceptable background check.
Experience:1+ yearsBankingLendingResidential mortgage
Education:Bachelor's in Business, Marketing, Accounting
Skills:Organizational skillsCommunicationInterpersonal skillsNegotiationCompliance
Licenses:SAFE Mortgage Licensing ActNMLS
Languages:English
Tech Stack:Computer applicationsPCKeyboardMouseCopy/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