Retail Mortgage Loan Originator

Truist Financial
Georgia
Full timeFunction: Banking, Lending & CreditExperience: 1+ yearsEducation: bachelorsSkills: ["Organizational skills","Communication","Interpersonal skills","Negotiation skills"]

Drive mortgage sales and marketing for Truist Mortgage Loan products by executing loan marketing plans, advising clients based on their needs, and deepening relationships through effective referrals to other bank services. Maintain current knowledge of mortgage policies, procedures, and secondary-market investor guidelines, ensure compliance with state and federal regulations, and support mortgage loan fulfillment through document follow-up during quality control or post-closing review.

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Truist Financial
Truist Financial
2 months ago

Retail Mortgage Loan Originator

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Last checked: 2 days agoStatus: Live

Job Summary

Drive mortgage sales and marketing for Truist Mortgage Loan products by executing loan marketing plans, advising clients based on their needs, and deepening relationships through effective referrals to other bank services. Maintain current knowledge of mortgage policies, procedures, and secondary-market investor guidelines, ensure compliance with state and federal regulations, and support mortgage loan fulfillment through document follow-up during quality control or post-closing review.
Location: Georgia
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Entry level

Key Responsibilities

  • •Execute mortgage marketing and development plans to meet or exceed production goals.
  • •Maintain thorough knowledge of mortgage strategies, policies/procedures, and secondary market investor guidelines.
  • •Comply with Truist policies and relevant state and federal rules and regulations.
  • •Provide mortgage clients sound advice based on client needs and Truist mortgage products.
  • •Carry out Truist’s referral process and assist mortgage loan fulfillment with document follow-up as needed.
Travel: Extensive travel

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid LeavePaid HolidaysPensionRsus

Key Requirements

  • •1+ year(s) experience in banking and/or lending with basic knowledge of residential property types.
  • •Organizational, written, and verbal communication skills.
  • •Solid interpersonal and negotiation skills.
  • •Demonstrated proficiency in relevant computer applications.
  • •SAFE Mortgage Licensing Act compliant within 30 days of employment (including new/transfer of registration and applicable NMLS acceptable background check).
Experience:1+ years
Education:Bachelor's
Skills:Organizational skillsCommunicationInterpersonal skillsNegotiation skills
Licenses:SAFE Mortgage Licensing ActNMLS
Languages:English
Tech Stack:Computer applicationsPC keyboardCopy/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