Retail Mortgage Loan Originator

Truist Financial
Florida
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditSkills: ["Organizational skills","Communication","Interpersonal skills","Negotiation","Computer proficiency"]

Drive sales and marketing of Truist mortgage loan products within bank policies, while consistently meeting mortgage production goals. Provide mortgage clients sound advice based on their needs and Truist mortgage offerings, and deepen opportunities by executing Truist’s referral process to other bank solutions. Maintain knowledge of mortgage strategies, policies, and secondary market guidelines, and support fulfillment by following up on client, attorney, or appraiser documentation 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 sales and marketing of Truist mortgage loan products within bank policies, while consistently meeting mortgage production goals. Provide mortgage clients sound advice based on their needs and Truist mortgage offerings, and deepen opportunities by executing Truist’s referral process to other bank solutions. Maintain knowledge of mortgage strategies, policies, and secondary market guidelines, and support fulfillment by following up on client, attorney, or appraiser documentation during quality control or post-closing review.
Location: Florida
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit

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 internal/external rules and regulations, including state and federal law requirements.
  • •Provide mortgage clients sound mortgage advice based on client needs and Truist mortgage products/benefits.
  • •Execute the Truist referral process by introducing mortgage clients to other bank solutions and assist fulfillment with document follow-up as determined by quality control or post-closing review.
Travel: High travel

Pay and Benefits

Perks:Health InsuranceDentalVision401k

Key Requirements

  • •1+ year(s) experience in banking and/or lending environment with basic knowledge of residential property types.
  • •Good organizational, written and verbal communication skills.
  • •Solid interpersonal and negotiation skills.
  • •Proficiency in relevant computer applications.
  • •Must be SAFE Mortgage Licensing Act compliant within 30 days of employment (new or transfer of registration, and applicable NMLS acceptable background check).
Experience:BankingLendingResidential mortgage lending
Skills:Organizational skillsCommunicationInterpersonal skillsNegotiationComputer proficiency
Licenses:SAFE Mortgage Licensing ActNMLS
Languages:English
Tech Stack:PCCopy/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