Retail Mortgage Loan Originator
Listed on 2026-01-07
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Finance & Banking
Join to apply for the Retail Mortgage Loan Originator role at Truist
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If you have a disability and need assistance with the application, you can request a reasonable accommodation by emailing Accessibility (accommodation requests only; other inquiries won’t receive a response).
ContextRegular position, 1st shift (United States of America), English required.
Responsibilities- Execute effective mortgage marketing and development plans to meet or exceed agreed-upon production goals.
- Maintain a complete and thorough knowledge of Truist Mortgage Strategies, Policies, Procedures, and secondary market investor guidelines.
- Adhere to and fully comply with all Truist policies and procedures related to internal and external rules, as well as state and federal regulations.
- Provide mortgage clients with sound 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 to deepen client opportunities.
- Assist Mortgage Loan Fulfillment with client, attorney, or appraiser document follow-up as determined, including quality control or post‑closing review.
Required
- 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.
- Demonstrated proficiency in relevant computer applications.
- Must be SAFE Mortgage Licensing Act compliant within 30 days of employment, including new registration or transfer of registration, and an applicable NMLS acceptable background check.
- Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Preferred
- 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.
- Sitting/Standing/Walking/Bending/Lifting – Sitting frequently 25%‑50%, standing frequently 25%‑50%, walking frequently 25%‑50%, lifting up to 25 lbs.
- Visual, Audio, Speaking – Able to access and interpret client information on the computer and speak with individuals in person and on the phone.
- Manual Dexterity/Keyboarding – Able to work with standard office equipment including PC keyboard and mouse, copy/fax machines, and printers.
- Availability – Able to work all scheduled hours, including overtime as directed and required by business need.
- Travel – Up to 75%.
All regular teammates working 20+ hours per week are eligible for benefits, which may include medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax‑preferred savings accounts, and a 401(k) plan. Teammates also receive a minimum of 10 days of vacation (prorated) during their first year of employment, 10 sick days (prorated), and paid holidays. Additional benefits may include a defined benefit pension plan, restricted stock units, and/or a deferred compensation plan, depending on the position and division.
For more details, please visit Truist’s Benefits site.
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 any 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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