Retail Mortgage Loan Originator

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

Drive sales and marketing of Truist mortgage loan products by executing mortgage marketing and development plans to meet production goals. Build and maintain expert knowledge of mortgage strategies, policies, and secondary market investor guidelines, and provide mortgage clients sound advice based on their needs. Consistently run the referral process to connect clients to additional bank solutions, and support fulfillment through document follow-up during fulfillment and post-closing review.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
Truist Financial
Truist Financial
2 days 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: 12 hours agoStatus: Live

Job Summary

Drive sales and marketing of Truist mortgage loan products by executing mortgage marketing and development plans to meet production goals. Build and maintain expert knowledge of mortgage strategies, policies, and secondary market investor guidelines, and provide mortgage clients sound advice based on their needs. Consistently run the referral process to connect clients to additional bank solutions, and support fulfillment through document follow-up during fulfillment and post-closing review.
Location: United States
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 mortgage strategies, policies, procedures, and secondary market investor guidelines.
  • •Comply with Truist policies and procedures and with state and federal rules and regulations.
  • •Provide mortgage clients sound advice based on client needs and Truist mortgage products and benefits.
  • •Carry out mortgage client referral processes and support mortgage loan fulfillment with document follow-up as needed.
Travel: Extensive travel

Pay and Benefits

Equity and Bonus:Equity
Perks:Health InsuranceDentalVisionLife Insurance401kPaid Leave

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 applicable NMLS acceptable background check.
Experience:1+ yearsBankingLendingResidential mortgage lending
Education:Bachelor's in Business, Marketing, Accounting, or related studies
Skills:Organizational skillsCommunicationInterpersonal skillsNegotiation skillsInterpersonal negotiation
Licenses:SAFE Mortgage Licensing Act compliantNMLS
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