Retail Mortgage Loan Originator
Truist Bank•Castle Hills, TX
About The Position
Responsible for sales and marketing of Truist Mortgage loan products in accordance with bank policies and procedures. The role also includes making consistent, effective referrals of mortgage clients to other bank services, including qualifying packages of services and insurance products. The originator provides mortgage advice tailored to client needs, develops business to meet production goals, complies with applicable policies and regulations, and supports mortgage fulfillment through document follow-up.
Requirements
- At least 1 year of experience in a 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.
- Must comply with the SAFE Mortgage Licensing Act within 30 days of employment in the role, including new or transferred registration, and pass the applicable NMLS acceptable background check.
Nice To Haves
- Bachelor's degree in Business, Marketing, Accounting, or related studies, or equivalent financial sales experience.
- At least 2 years of experience in residential mortgage lending, with solid knowledge of the local market and regulations.
- Previous sales awards and leadership positions.
Responsibilities
- Execute mortgage marketing and development plans to meet or exceed agreed-upon mortgage production goals.
- Maintain thorough knowledge of Mortgage Strategies, Policies and Procedures, and applicable secondary-market investor guidelines.
- Comply with Truist policies and procedures and applicable internal and external rules and regulations, particularly state and federal laws.
- Provide clients with sound mortgage advice based on their needs and knowledge of Truist Mortgage products and benefits.
- Follow Truist's referral process by introducing mortgage clients to other bank solutions.
- Assist Mortgage Loan Fulfillment with client, attorney, or appraiser document follow-up identified through quality control or post-closing review.
Benefits
- Medical insurance
- Dental insurance
- Vision insurance
- Life insurance
- Disability insurance
- Accidental death and dismemberment coverage
- Tax-preferred savings accounts
- 401(k) plan
- At least 10 days of vacation during the first year, prorated based on hire date and full-time or part-time status
- 10 sick days, prorated
- Paid holidays
- May be eligible for a defined benefit pension plan, restricted stock units, and/or deferred compensation plan, depending on position and division
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What This Job Offers
Job Type
Full-time
Education Level
No Education Listed
