Truist
Retail Mortgage Loan Originator at Truist.
Position Overview Responsible for the sales and marketing of Truist Mortgage Loan products within bank policies and procedures, and for consistent, effective referrals of mortgage clients for other bank services, including qualifying packages and insurance products.
Job Details
Employment type: Regular (Full‑time)
Work shift: 1st shift (United States)
Language fluency: English (Required)
Responsibilities
Execute effective mortgage marketing and development plans to meet or exceed agreed‑upon mortgage production goals.
Maintain a complete and thorough knowledge of the Mortgage Strategies, Policies and Procedures, and secondary market investor guidelines utilized by Truist.
Adhere to and comply fully with all Truist policies and procedures related to internal and external rules and regulations, particularly those established by State and Federal law.
Provide mortgage clients sound mortgage advice based on a full understanding of client needs and Truist Mortgage products and their benefits.
Consistently execute Truist’s referral process by introducing mortgage clients to other bank solutions for deepening client opportunities.
Assist Mortgage Loan Fulfillment with client, attorney, or appraiser document follow‑up as determined through quality control or post‑closing review.
Required Qualifications
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, including new or transfer of registration, and applicable NMLS acceptable background check.
Preferred Qualifications
Bachelor’s degree in Business, Marketing, Accounting, or related studies or equivalent financial sales experience.
Two or more years of experience in residential mortgage lending with solid knowledge of the local market and regulations.
Previous sales awards and leadership positions.
Working Conditions / Job Requirements
Sitting frequently (25%‑50% of the time), standing frequently (25%‑50%), walking frequently (25%‑50%), and lifting up to 25 lbs.
Must access and interpret client information from the computer and be able to hear and speak with individuals in person and on the phone.
Must be able to operate standard office equipment, including PC keyboard and mouse, copy/fax machines, and printers.
Availability to work all scheduled hours, including overtime as directed by manager/supervisor and required by business need.
Travel up to 75% of the time.
Benefits All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax‑preferred savings accounts, and a 401(k) plan to teammates. Teammates also receive no less than 10 days of vacation (prorated) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. Depending on the position and division, this role may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan.
Equal Opportunity Statement Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law. E-Verify IER Right to Work.
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Position Overview Responsible for the sales and marketing of Truist Mortgage Loan products within bank policies and procedures, and for consistent, effective referrals of mortgage clients for other bank services, including qualifying packages and insurance products.
Job Details
Employment type: Regular (Full‑time)
Work shift: 1st shift (United States)
Language fluency: English (Required)
Responsibilities
Execute effective mortgage marketing and development plans to meet or exceed agreed‑upon mortgage production goals.
Maintain a complete and thorough knowledge of the Mortgage Strategies, Policies and Procedures, and secondary market investor guidelines utilized by Truist.
Adhere to and comply fully with all Truist policies and procedures related to internal and external rules and regulations, particularly those established by State and Federal law.
Provide mortgage clients sound mortgage advice based on a full understanding of client needs and Truist Mortgage products and their benefits.
Consistently execute Truist’s referral process by introducing mortgage clients to other bank solutions for deepening client opportunities.
Assist Mortgage Loan Fulfillment with client, attorney, or appraiser document follow‑up as determined through quality control or post‑closing review.
Required Qualifications
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, including new or transfer of registration, and applicable NMLS acceptable background check.
Preferred Qualifications
Bachelor’s degree in Business, Marketing, Accounting, or related studies or equivalent financial sales experience.
Two or more years of experience in residential mortgage lending with solid knowledge of the local market and regulations.
Previous sales awards and leadership positions.
Working Conditions / Job Requirements
Sitting frequently (25%‑50% of the time), standing frequently (25%‑50%), walking frequently (25%‑50%), and lifting up to 25 lbs.
Must access and interpret client information from the computer and be able to hear and speak with individuals in person and on the phone.
Must be able to operate standard office equipment, including PC keyboard and mouse, copy/fax machines, and printers.
Availability to work all scheduled hours, including overtime as directed by manager/supervisor and required by business need.
Travel up to 75% of the time.
Benefits All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax‑preferred savings accounts, and a 401(k) plan to teammates. Teammates also receive no less than 10 days of vacation (prorated) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. Depending on the position and division, this role may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan.
Equal Opportunity Statement Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law. E-Verify IER Right to Work.
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