Mortgage Loan Sales
F.N.B. Corporation, Greensboro, NC, United States
Truist Mortgage Loan Sales Representative
Responsible for the sales and marketing of Truist Mortgage Loan products in an inbound and outbound "call center" environment within bank policies and procedures as well as consistent, effective referrals of mortgage clients for other bank services, including the qualifying package of services, and insurance products.
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
Execute effective mortgage sourcing plans and strategies through internal Truist referrals, inbound client inquiries, outbound mortgage phone sales, and other sales activities to meet or exceed agreed upon personal mortgage production goals and pre-set minimum standards.
Maintain a complete and thorough knowledge of the Mortgage Strategies, Policies and Procedures, as well as secondary market investor's guidelines utilized by Truist.
Adhere to and comply fully with any and 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 as well as Truist Mortgage products and their benefits.
Consistently execute on 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.
Qualifications The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Good organizational skills
Excellent attention to detail
High sense of urgency in following up with clients and teammates throughout the loan process
Excellent written and verbal communication skills
Demonstrated interpersonal and negotiation skills
Strong sense of teamwork and mutual respect
Demonstrated positive, helpful, proactive attitude
Demonstrated ability to set priorities and meet deadlines
Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
Ability to travel, occasionally overnight
Must be SAFE Mortgage Licensing Act compliant within 30 days of employment in this role, including new or transfer of registration, and applicable NMLS acceptable background check
Other Job Requirements / Working Conditions Sitting/Standing/Walking/Bending/Lifting
Sitting Constantly (More than 50% of the time)
Standing Occasionally (Less than 25% of the time)
Walking Occasionally (Less than 25% of the time)
Bending Choose an item.
Lifting Up to 25 lbs.
Able to access and interpret client information received from the computer and able to hear and speak with individuals in person and on the phone.
Manual Dexterity / Keyboarding
Able to work standard office equipment, including PC keyboard and mouse, copy/fax machines, and printers.
Availability
Able to work all hours scheduled, including overtime as directed by manager/supervisor and required by business need.
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Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
Execute effective mortgage sourcing plans and strategies through internal Truist referrals, inbound client inquiries, outbound mortgage phone sales, and other sales activities to meet or exceed agreed upon personal mortgage production goals and pre-set minimum standards.
Maintain a complete and thorough knowledge of the Mortgage Strategies, Policies and Procedures, as well as secondary market investor's guidelines utilized by Truist.
Adhere to and comply fully with any and 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 as well as Truist Mortgage products and their benefits.
Consistently execute on 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.
Qualifications The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Good organizational skills
Excellent attention to detail
High sense of urgency in following up with clients and teammates throughout the loan process
Excellent written and verbal communication skills
Demonstrated interpersonal and negotiation skills
Strong sense of teamwork and mutual respect
Demonstrated positive, helpful, proactive attitude
Demonstrated ability to set priorities and meet deadlines
Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
Ability to travel, occasionally overnight
Must be SAFE Mortgage Licensing Act compliant within 30 days of employment in this role, including new or transfer of registration, and applicable NMLS acceptable background check
Other Job Requirements / Working Conditions Sitting/Standing/Walking/Bending/Lifting
Sitting Constantly (More than 50% of the time)
Standing Occasionally (Less than 25% of the time)
Walking Occasionally (Less than 25% of the time)
Bending Choose an item.
Lifting Up to 25 lbs.
Able to access and interpret client information received from the computer and able to hear and speak with individuals in person and on the phone.
Manual Dexterity / Keyboarding
Able to work standard office equipment, including PC keyboard and mouse, copy/fax machines, and printers.
Availability
Able to work all hours scheduled, including overtime as directed by manager/supervisor and required by business need.
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