Retail Mortgage Loan Originator

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

Drive sales and marketing of Truist mortgage loan products by developing mortgage production plans, providing mortgage advice tailored to client needs, and executing the referral process to connect clients with additional Truist services and insurance products. Maintain expertise in mortgage strategies, policies, and investor guidelines, ensure compliance with state and federal regulations, and support post-closing document follow-up for fulfillment.

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Truist Financial
Truist Financial
1 month ago

Retail Mortgage Loan Originator

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Source: Company careers pageValidated by: Fursa AI
Last checked: 3 days agoStatus: Live
Reposted: similar role first listed 1 month ago

Job Summary

Drive sales and marketing of Truist mortgage loan products by developing mortgage production plans, providing mortgage advice tailored to client needs, and executing the referral process to connect clients with additional Truist services and insurance products. Maintain expertise in mortgage strategies, policies, and investor guidelines, ensure compliance with state and federal regulations, and support post-closing document follow-up for fulfillment.
Location: Maryland, Columbia
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 complete knowledge of mortgage strategies, Truist policies/procedures, and secondary market investor guidelines.
  • •Provide mortgage clients sound advice based on client needs and Truist mortgage product benefits.
  • •Execute the Truist referral process by introducing mortgage clients to other bank solutions and insurance products.
  • •Assist mortgage loan fulfillment with client/attorney/appraiser document follow-up for quality control or post-closing review.
Travel: High travel

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid HolidaysPaid LeaveSick DaysPensionRsusMedical

Key Requirements

  • •1+ year(s) experience in banking and/or lending 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 NMLS acceptable background check.
Experience:1+ yearsBankingLendingMortgage lendingResidential real estate
Education:Bachelor's in Business, Marketing, Accounting, or related studies
Skills:OrganizationalCommunicationInterpersonalNegotiation
Licenses:SAFE Mortgage Licensing ActNMLS
Languages:English
Tech Stack:Computer applicationsPCKeyboardMouse

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