Retail Mortgage Loan Originator

• 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, 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.

• 1+ year(s) experience in banking and/or lending environment with basic knowledge of residential property types
• Good organizational, written and verbal communication skills
• Possesses solid interpersonal and negotiation skills
• Demonstrated proficiency in relevant computer applications
• 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
• Bachelor's degree in Business, Marketing, Accounting, or related studies or equivalent financial sales experience (Preferred)
• Two or more years of experience in residential mortgage lending with solid knowledge of the local market and regulations (Preferred)
• Previous sales awards and leadership positions (Preferred)

Demonstrates expertise in mortgage marketing and development, with a strong understanding of mortgage products, compliance with regulations, and the ability to provide sound mortgage advice tailored to client needs. Proficient in executing referral processes and maintaining thorough knowledge of policies and procedures.

• Mortgage Marketing
• Residential Mortgage Lending
• SAFE Mortgage Licensing Act Compliance
• Client Needs Assessment
• Interpersonal Skills

• Mortgage Production Goals
• Knowledge of Mortgage Strategies
• Understanding of Secondary Market Guidelines
• Proficiency in Computer Applications Knowledge of Residential Property Types

• Organizational Skills
• Written Communication Skills
• Verbal Communication Skills
• Negotiation Skills

• SAFE Mortgage Licensing Act Compliance

• Banking
• Lending Environment
• Local Market Knowledge
• Regulatory Compliance
• Financial Sales Experience