Retail Mortgage Growth Specialist

Truist; Naples (FL); On-site; USD 65,000 - 100,000; Full time

Job summary

Truist in Naples, FL seeks a mortgage marketing professional to drive sales of Truist Mortgage Loan products. You will develop plans to meet production goals, maintain up-to-date policy knowledge, and ensure compliance with state and federal rules.

The role emphasizes client needs, product benefits, and cross-selling across bank solutions. Applicants should have banking or lending experience, strong communication, and solid interpersonal skills.

Qualifications

• 1+ year in banking or lending with basic mortgage knowledge.
• Strong written and verbal communication abilities.
• Solid interpersonal and negotiation skills.
• Proficient with standard 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.
• Adhere to Truist policies, rules, and regulatory requirements.
• Provide mortgage advice based on client needs and Truist products.
• Facilitate referrals to other bank solutions to deepen client opportunities.
• Assist with document follow-up for client, attorney, or appraiser in post‑closing review.

Skills

Banking knowledge

Communication skills

Interpersonal skills

Computer proficiency

Negotiation skills

Education

Bachelor's degree in Business or related

Job description

Truist in Naples, FL seeks a mortgage marketing professional to drive sales of Truist Mortgage Loan products. You will develop plans to meet production goals, maintain up-to-date policy knowledge, and ensure compliance with state and federal rules.

The role emphasizes client needs, product benefits, and cross-selling across bank solutions. Applicants should have banking or lending experience, strong communication, and solid interpersonal skills.