Retail Mortgage Growth Specialist

Truist; Windermere (FL); On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

401(k) plan

Paid holidays

Vacation and sick days

Job summary

Truist Mortgage is seeking a results-driven sales and marketing professional in Windermere, FL to promote Truist loan products within policy and deliver effective referrals for other bank services.

You will develop and execute mortgage marketing plans, stay current on policies and investor guidelines, and provide sound advice to clients while deepening relationships through cross-sell opportunities.

Qualifications

• 1+ year(s) experience in banking and/or lending 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.

Responsibilities

• Execute effective mortgage marketing and development plans to meet or exceed agreed upon mortgage production goals.
• Maintain a complete and thorough knowledge of Mortgage Strategies, Policies and Procedures, and secondary market investor 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 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.

Skills

Organizational skills

Written communication

Verbal communication

Interpersonal skills

Negotiation skills

Computer proficiency

SAFE Mortgage Licensing Act compliance

Education

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

Equivalent financial sales experience

Tools

Microsoft Office

Job description

Truist Mortgage is seeking a results-driven sales and marketing professional in Windermere, FL to promote Truist loan products within policy and deliver effective referrals for other bank services.

You will develop and execute mortgage marketing plans, stay current on policies and investor guidelines, and provide sound advice to clients while deepening relationships through cross-sell opportunities.