Retail Mortgage Loan Originator

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

Drive sales and marketing for Truist mortgage loan products within bank policies, converting leads and executing referral processes to deepen customer relationships. Provide mortgage advice based on client needs and Truist mortgage offerings, while staying current on mortgage strategies, policies, procedures, and investor guidelines. Meet mortgage production goals, support fulfillment with document follow-up, and ensure compliance with state and federal regulations.

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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 sales and marketing for Truist mortgage loan products within bank policies, converting leads and executing referral processes to deepen customer relationships. Provide mortgage advice based on client needs and Truist mortgage offerings, while staying current on mortgage strategies, policies, procedures, and investor guidelines. Meet mortgage production goals, support fulfillment with document follow-up, and ensure compliance with state and federal regulations.
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 mortgage production goals.
  • •Maintain thorough knowledge of Truist mortgage strategies, policies and procedures, and secondary market investor guidelines.
  • •Comply with Truist policies and all internal/external rules and regulations, including state and federal law.
  • •Provide sound mortgage advice based on client needs and Truist mortgage products and benefits.
  • •Execute Truist’s referral process and assist mortgage loan fulfillment with client, attorney, or appraiser document follow-up as needed.
Travel: Extensive travel

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid LeavePaid HolidaysSick DaysPension

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.
  • •Strong 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 applicable NMLS background check.
Experience:1+ yearsBankingLendingResidential mortgage lending
Education:Bachelor's in Business, Marketing, Accounting, or related studies
Skills:OrganizationalCommunicationInterpersonalNegotiation
Certifications:SAFE Mortgage Licensing Act compliantNMLS registration/background check
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