Mortgage Sales & Origination Specialist

Truist; Dalton (GA); On-site; USD 60,000 - 90,000; Full time

Job summary

Truist is seeking a Mortgage Marketing and Sales professional in Dalton, GA to drive mortgage product sales within bank policies and refer clients to related bank solutions. Responsibilities include executing marketing plans, maintaining policy knowledge, and ensuring regulatory compliance.

The role emphasizes providing sound mortgage advice, utilizing product benefits, and supporting loan fulfillment with documentation follow-up, while maintaining strong client relationships and adherence to

Qualifications

• 1+ year experience in banking or lending environment
• Good organizational, written and verbal communication skills
• Solid interpersonal and negotiation skills
• Proficiency in relevant computer applications
• SAFE Mortgage Licensing Act compliant within 30 days of employment and passes background check

Responsibilities

• Execute mortgage marketing and development plans to meet production goals
• Maintain knowledge of Mortgage Strategies, Policies and Procedures and investor guidelines
• Adhere to Truist policies and regulatory requirements
• Provide mortgage advice based on client needs and Truist products
• Execute referral process by directing mortgage clients to other bank solutions
• Assist Mortgage Loan Fulfillment with document follow-up as needed

Skills

Organizational skills

Communication skills

Interpersonal skills

Computer skills

Licensing compliance

Education

Bachelor's degree or equivalent

Job description

Truist is seeking a Mortgage Marketing and Sales professional in Dalton, GA to drive mortgage product sales within bank policies and refer clients to related bank solutions. Responsibilities include executing marketing plans, maintaining policy knowledge, and ensuring regulatory compliance.

The role emphasizes providing sound mortgage advice, utilizing product benefits, and supporting loan fulfillment with documentation follow-up, while maintaining strong client relationships and adherence to