Retail Mortgage Loan Originator

About This Role

Responsible for the sales and marketing of Truist Mortgage Loan products within bank policies and procedures. This role involves consistent and effective referrals of mortgage clients for other bank services and insurance products.

Responsibilities

• Execute effective mortgage marketing and development plans to meet or exceed agreed upon mortgage production goals.
• Maintain complete knowledge of Mortgage Strategies, Policies and Procedures, and secondary market investor's guidelines.
• Adhere to and comply fully with Truist policies and procedures related to internal and external rules and regulations, including State and Federal law.
• Provide mortgage clients sound mortgage advice based on understanding client needs and Truist Mortgage products.
• Consistently execute on Truist's referral process by introducing mortgage clients to other bank solutions.
• Assist Mortgage Loan Fulfillment with client, attorney, or appraiser document follow-up as determined by quality control or post-closing review.

Requirements

• 1+ year 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
• Demonstrated proficiency in relevant computer applications
• SAFE Mortgage Licensing Act compliant within 30 days of employment

Qualifications

• Bachelor's degree in Business, Marketing, Accounting, or related studies or equivalent financial sales experience.
• 1+ year experience in banking and/or lending environment with basic knowledge of residential property types.

Nice to Have

• 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

Benefits