Retail Mortgage Loan Originator

Truist Financial
United States
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditExperience: 1+ yearsSkills: ["Organizational skills","Communication","Interpersonal skills","Negotiation skills","Customer advising"]

Drive the sales and marketing of mortgage loan products by executing effective mortgage marketing and development plans to meet production goals. Use deep knowledge of mortgage strategies, policies, and secondary market guidelines to advise clients on Truist mortgage products and benefits. Manage mortgage client referrals to other bank solutions and support loan fulfillment with document follow-up through post-closing review. Paid on commissions based on standard rates and terms.

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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 the sales and marketing of mortgage loan products by executing effective mortgage marketing and development plans to meet production goals. Use deep knowledge of mortgage strategies, policies, and secondary market guidelines to advise clients on Truist mortgage products and benefits. Manage mortgage client referrals to other bank solutions and support loan fulfillment with document follow-up through post-closing review. Paid on commissions based on standard rates and terms.
Location: United States
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, procedures, and secondary market investor guidelines.
  • •Provide mortgage clients sound mortgage advice based on their needs and Truist mortgage products and benefits.
  • •Execute Truist’s referral process by introducing mortgage clients to other bank solutions to deepen opportunities.
  • •Assist mortgage loan fulfillment with client, attorney, or appraiser document follow-up for quality control or post-closing review.
Travel: Extensive travel

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid Leave

Key Requirements

  • •1+ year(s) experience in banking and/or a lending environment with basic knowledge of residential property types.
  • •Good organizational skills and strong 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 an NMLS acceptable background check.
Experience:1+ years
Skills:Organizational skillsCommunicationInterpersonal skillsNegotiation skillsCustomer advising
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