Truist Financial

1 week ago

Retail Mortgage Loan Originator

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 2 hours agoStatus: Live

Job Summary

Drive sales and marketing of Truist mortgage loan products by developing mortgage production plans and meeting agreed goals. Maintain expertise in mortgage strategies, policies, and secondary market investor guidelines, and ensure full compliance with state and federal rules. Provide mortgage clients sound advice based on their needs and Truist products, execute the referral process to expand opportunities, and support mortgage loan fulfillment with client, attorney, and appraiser document follow-up.

Location: Richmond

Workplace: Onsite

Employment Type: Full time · Permanent

Job Function: Banking, Lending & Credit

Seniority: Mid level

Key Responsibilities

•Execute mortgage marketing and development plans to meet or exceed mortgage production goals.
•Maintain thorough knowledge of mortgage strategies, Truist mortgage policies/procedures, and secondary market investor guidelines.
•Comply with all Truist policies and applicable state and federal rules and regulations.
•Provide mortgage clients sound advice based on client needs and Truist mortgage products and benefits.
•Execute Truist referral process and assist mortgage loan fulfillment with document follow-up through quality control or post-closing review.

Travel: High travel

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid LeavePaid Holidays

Key Requirements

•1+ year of experience in a banking and/or lending environment with basic knowledge of residential property types.
•Strong organizational, written, and verbal communication skills.
•Solid interpersonal and negotiation skills.
•Demonstrated proficiency with relevant computer applications.
•Compliant with the SAFE Mortgage Licensing Act within 30 days of employment, including new or transfer of registration and an applicable NMLS background check.

Experience:1+ yearsBankingLendingResidential mortgage lending

Education:Bachelor's in Business, Marketing, Accounting, or related studies

Skills:OrganizationalWritten communicationVerbal communicationInterpersonal skillsNegotiation

Certifications:SAFE Mortgage Licensing Act compliantNMLS background check

Languages:English

Tech Stack:PC keyboardPC mouseCopy/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

Website LinkedIn

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Truist Financial

1 week ago

Retail Mortgage Loan Originator

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 2 hours agoStatus: Live

Job Summary

Location: Richmond

Workplace: Onsite

Employment Type: Full time · Permanent

Job Function: Banking, Lending & Credit

Seniority: Mid level

Key Responsibilities

•Execute mortgage marketing and development plans to meet or exceed mortgage production goals.
•Maintain thorough knowledge of mortgage strategies, Truist mortgage policies/procedures, and secondary market investor guidelines.
•Comply with all Truist policies and applicable state and federal rules and regulations.
•Provide mortgage clients sound advice based on client needs and Truist mortgage products and benefits.
•Execute Truist referral process and assist mortgage loan fulfillment with document follow-up through quality control or post-closing review.

Travel: High travel

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid LeavePaid Holidays

Key Requirements

•1+ year of experience in a banking and/or lending environment with basic knowledge of residential property types.
•Strong organizational, written, and verbal communication skills.
•Solid interpersonal and negotiation skills.
•Demonstrated proficiency with relevant computer applications.
•Compliant with the SAFE Mortgage Licensing Act within 30 days of employment, including new or transfer of registration and an applicable NMLS background check.

Experience:1+ yearsBankingLendingResidential mortgage lending

Education:Bachelor's in Business, Marketing, Accounting, or related studies

Skills:OrganizationalWritten communicationVerbal communicationInterpersonal skillsNegotiation

Certifications:SAFE Mortgage Licensing Act compliantNMLS background check

Languages:English

Tech Stack:PC keyboardPC mouseCopy/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

Website LinkedIn