Dynamic Mortgage Loan Originator - Growth & Referrals

Truist

West Palm Beach (FL)

On-site

USD 55,000 - 75,000

Full time

14 days+
Application generator

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Benefits offered by this job

Medical insurance
Dental insurance
Vision insurance
Life Insurance
Disability insurance
401(k) plan
Paid time off

Job summary

Truist in West Palm Beach, FL seeks a Mortgage Marketing and Sales professional to drive the sales and marketing of Truist Mortgage loan products and referrals to other bank services. You will operate within bank policies to meet production goals and provide client‑focused mortgage guidance.

The role requires executing marketing plans, maintaining knowledge of policies and investor guidelines, and proactively referring clients to Truist solutions while ensuring compliance and high service

Qualifications

  • 1+ year of banking or lending experience with residential property knowledge.
  • Strong written and verbal communication skills.
  • Solid interpersonal and negotiation abilities.
  • Proficiency in relevant computer applications.
  • SAFE Mortgage Licensing Act compliant within 30 days of employment and pass NMLS background check.

Responsibilities

  • Execute mortgage marketing and development plans to meet or exceed production goals.
  • Maintain knowledge of Mortgage Strategies, Policies, Procedures, and investor guidelines.
  • Comply with Truist policies and regulatory requirements.
  • Provide mortgage guidance based on client needs and Truist products.
  • Refer mortgage clients to other bank solutions to deepen client opportunities.
  • Assist with document follow-up during fulfillment and post-closing processes.

Skills

Banking experience
Communication skills
Interpersonal skills
Computer proficiency
SAFE Mortgage Licensing Act compliance

Education

Bachelor's degree in Business/Marketing/Accounting or related studies

Tools

Microsoft Office
NMLS compliance systems

Job description

Truist in West Palm Beach, FL seeks a Mortgage Marketing and Sales professional to drive the sales and marketing of Truist Mortgage loan products and referrals to other bank services. You will operate within bank policies to meet production goals and provide client‑focused mortgage guidance.

The role requires executing marketing plans, maintaining knowledge of policies and investor guidelines, and proactively referring clients to Truist solutions while ensuring compliance and high service

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