Retail Mortgage Loan Originator

Truist Financial
Austin
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditExperience: 1+ yearsEducation: bachelorsSkills: ["Organizational skills","Communication","Interpersonal skills","Negotiation skills","Compliance mindset"]

Drive mortgage sales by executing marketing and business development plans to meet production goals. Maintain expert knowledge of mortgage strategies, Truist policies, and secondary-market investor guidelines. Provide mortgage clients sound advice based on their needs and Truist mortgage products. Ensure strong compliance with state and federal requirements and consistently follow Truist’s referral process, supporting fulfillment with document follow-up as needed.

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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 mortgage sales by executing marketing and business development plans to meet production goals. Maintain expert knowledge of mortgage strategies, Truist policies, and secondary-market investor guidelines. Provide mortgage clients sound advice based on their needs and Truist mortgage products. Ensure strong compliance with state and federal requirements and consistently follow Truist’s referral process, supporting fulfillment with document follow-up as needed.
Location: Austin
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.
  • •Comply with Truist policies and state and federal rules and regulations.
  • •Provide clients sound mortgage advice based on their needs and Truist mortgage products and benefits.
  • •Run Truist’s referral process to connect mortgage clients with other bank solutions; assist with client, attorney, or appraiser document follow-up for fulfillment.
Travel: Extensive travel

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability Insurance401kPaid Holidays

Key Requirements

  • •1+ years of 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, including new or transfer registration and an applicable NMLS acceptable background check.
Experience:1+ yearsBankingLendingResidential mortgage lending
Education:Bachelor's in Business, Marketing, Accounting, or related studies
Skills:Organizational skillsCommunicationInterpersonal skillsNegotiation skillsCompliance mindset
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