Retail Mortgage Loan Originator

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

Drive sales and marketing of Truist mortgage loan products, helping meet production goals through effective mortgage development plans and maintaining deep knowledge of mortgage strategies, policies, and secondary-market guidelines. Provide mortgage clients sound advice based on their needs and Truist mortgage offerings, execute the referral process to connect clients with other bank solutions, and support post-closing fulfillment through document follow-up.

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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 Truist mortgage loan products, helping meet production goals through effective mortgage development plans and maintaining deep knowledge of mortgage strategies, policies, and secondary-market guidelines. Provide mortgage clients sound advice based on their needs and Truist mortgage offerings, execute the referral process to connect clients with other bank solutions, and support post-closing fulfillment through document follow-up.
Location: West Virginia
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Entry level

Key Responsibilities

  • •Execute effective mortgage marketing and development plans to meet or exceed mortgage production goals.
  • •Maintain thorough knowledge of Truist mortgage strategies, policies, procedures, and secondary-market investor guidelines.
  • •Ensure compliance with Truist policies and applicable State and Federal regulations.
  • •Provide mortgage clients sound advice based on client needs and Truist mortgage products and benefits.
  • •Execute Truist referral process and support mortgage loan fulfillment with document follow-up post-closing review.
Travel: Extensive travel

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability Insurance401kPaid LeaveSick DaysPaid HolidaysEquity

Key Requirements

  • •1+ year of experience in banking and/or lending with basic knowledge of residential property types.
  • •Strong organizational and 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 applicable NMLS background check.
Experience:1+ yearsBankingLendingResidential mortgage lending
Education:Bachelor's in Business, Marketing, Accounting, or related studies
Skills:Organizational skillsWritten communicationVerbal communicationInterpersonal skillsNegotiation skills
Licenses:SAFE Mortgage Licensing Act compliantNMLS
Languages:English
Tech Stack:PC keyboardMouseCopy/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