Retail Mortgage Loan Originator

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

Drive mortgage sales by executing marketing and development plans to meet production goals. Provide sound mortgage advice based on client needs and Truist Mortgage products, while maintaining knowledge of strategies, policies, and investor guidelines. Strengthen relationships through mortgage-client referrals to other bank services and support fulfillment by coordinating document follow-up during underwriting and post-closing review. Ensure full compliance with internal policies and state and federal regulations.

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Truist Financial
Truist Financial
2 months ago

Retail Mortgage Loan Originator

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Last checked: 2 days agoStatus: Live

Job Summary

Drive mortgage sales by executing marketing and development plans to meet production goals. Provide sound mortgage advice based on client needs and Truist Mortgage products, while maintaining knowledge of strategies, policies, and investor guidelines. Strengthen relationships through mortgage-client referrals to other bank services and support fulfillment by coordinating document follow-up during underwriting and post-closing review. Ensure full compliance with internal policies and state and federal regulations.
Location: Florida
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 thorough knowledge of mortgage strategies, policies, procedures, and secondary market investor guidelines.
  • •Ensure compliance with Truist policies and all internal/external rules and regulations, including state and federal law.
  • •Provide mortgage clients sound advice based on client needs and Truist Mortgage products and benefits.
  • •Execute Truist’s referral process and support fulfillment with client, attorney, or appraiser document follow-up as needed.
Travel: Extensive travel

Pay and Benefits

Perks:Health InsuranceDentalVisionLife Insurance401k

Key Requirements

  • •1+ year(s) 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
  • •Demonstrated proficiency in relevant computer applications
  • •Must be SAFE Mortgage Licensing Act compliant within 30 days (including new/transfer NMLS registration and background check)
Experience:1+ yearsBankingLendingResidential mortgage lending
Education:Bachelor's in Business, Marketing, Accounting, or related studies
Skills:Organizational skillsWritten communicationVerbal communicationInterpersonal skillsNegotiation skills
Certifications:SAFE Mortgage Licensing ActNMLS
Languages:English
Tech Stack:Computer applicationsPCCopy/fax machinesPrintersKeyboardMouse

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