Retail Mortgage Growth & Advisory Specialist

Truist; Wilmington (NC); On-site; USD 55,000 - 76,000; Full time

Benefits offered by this job

Health insurance

Retirement plan (401k)

Paid vacation and holidays

Employee benefits

Job summary

Truist is seeking a mortgage sales/marketing professional to drive production of Truist Mortgage Loan products in a regulated banking environment. You will advise clients, adhere to policies, and coordinate referrals to deepen client relationships.

The role requires knowledge of mortgage products, strong communication, and ability to work within state and federal guidelines. Responsibilities include executing marketing plans, maintaining policy knowledge, ensuring compliance, and supporting loan

Qualifications

• 1+ year banking/lending experience and knowledge of residential property types
• Strong written and verbal communication skills
• Solid interpersonal and negotiation abilities
• Proficient with common computer applications
• SAFE Mortgage Licensing Act compliance within 30 days

Responsibilities

• Execute mortgage marketing and development plans to meet production goals
• Maintain knowledge of Mortgage Strategies, Policies and investor guidelines
• Comply with Truist policies and applicable laws and regulations
• Provide mortgage guidance based on client needs and product benefits
• Refer mortgage clients to other bank solutions to deepen opportunities
• Assist with document follow-up during fulfillment and post-closing

Skills

Banking experience

Organization & communication

Interpersonal & negotiation skills

Computer applications

Regulatory compliance (SAFE/MOC)

Education

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

Job description

Truist is seeking a mortgage sales/marketing professional to drive production of Truist Mortgage Loan products in a regulated banking environment. You will advise clients, adhere to policies, and coordinate referrals to deepen client relationships.

The role requires knowledge of mortgage products, strong communication, and ability to work within state and federal guidelines. Responsibilities include executing marketing plans, maintaining policy knowledge, ensuring compliance, and supporting loan