Retail Mortgage Loan Originator

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

Drive sales and marketing of Truist mortgage loan products within bank policies, while referring mortgage clients to other bank services. Execute mortgage marketing and development plans to achieve production goals, provide mortgage advice based on client needs and Truist product benefits, and consistently follow the mortgage referral process. Support mortgage loan fulfillment by assisting with document follow-up during quality control and post-closing review.

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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

Drive sales and marketing of Truist mortgage loan products within bank policies, while referring mortgage clients to other bank services. Execute mortgage marketing and development plans to achieve production goals, provide mortgage advice based on client needs and Truist product benefits, and consistently follow the mortgage referral process. Support mortgage loan fulfillment by assisting with document follow-up during quality control and post-closing review.
Location: Charlotte
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 agreed-upon mortgage production goals.
  • •Maintain knowledge of Truist mortgage strategies, policies, procedures, and secondary market investor guidelines.
  • •Comply with Truist policies and procedures and state/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 document follow-up for quality control or post-closing review.
Travel: High travel

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability Insurance401kPaid LeaveRetirement

Key Requirements

  • •1+ year(s) experience in a banking and/or lending environment with basic knowledge of residential property types.
  • •Good organizational, written, and verbal communication skills.
  • •Strong 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 an applicable NMLS acceptable background check.
Experience:1+ yearsBankingLendingResidential mortgage lending
Education:Bachelor's
Skills:Organizational skillsCommunicationInterpersonal skillsNegotiationInterpersonal and negotiation skills
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