Retail Mortgage Loan Originator

Truist Financial
Virginia
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditExperience: 1+ yearsSkills: ["Organizational skills","Communication","Interpersonal skills","Negotiation"]

Drive sales and marketing of mortgage loan products by executing mortgage development and marketing plans to meet production goals. Provide clients with mortgage advice based on their needs and Truist mortgage offerings, while maintaining knowledge of mortgage strategies, policies, procedures, and secondary market guidelines. Execute referral processes to connect clients with additional bank solutions and support loan fulfillment with document follow-up 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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Source: Company careers pageValidated by: Fursa AI
Last checked: 3 days agoStatus: Live
Reposted: similar role first listed 2 months ago

Job Summary

Drive sales and marketing of mortgage loan products by executing mortgage development and marketing plans to meet production goals. Provide clients with mortgage advice based on their needs and Truist mortgage offerings, while maintaining knowledge of mortgage strategies, policies, procedures, and secondary market guidelines. Execute referral processes to connect clients with additional bank solutions and support loan fulfillment with document follow-up through quality control or post-closing review.
Location: Virginia
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 thorough knowledge of mortgage strategies, policies, procedures, and secondary market investor guidelines used by Truist.
  • •Provide mortgage clients sound mortgage advice based on their needs and Truist mortgage products and benefits.
  • •Consistently execute Truist’s referral process by introducing mortgage clients to other bank solutions.
  • •Assist Mortgage Loan Fulfillment with client, attorney, or appraiser document follow-up via quality control or post-closing review.
Travel: Extensive travel

Pay and Benefits

Perks:Health InsuranceDentalVisionLife Insurance401kPaid HolidaysPaid LeaveSick Days

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.
  • •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 of registration and an applicable NMLS acceptable background check.
Experience:1+ yearsBankingLendingResidential mortgage lending
Skills:Organizational skillsCommunicationInterpersonal skillsNegotiation
Licenses:SAFE Mortgage Licensing ActNMLS
Languages:English
Tech Stack:PCKeyboardMouseCopy/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