Retail Mortgage Origination Pro — Growth & Referrals

Truist; Hendersonville (TN); On-site; USD 60,000 - 100,000; Full time

Job summary

Truist in the United States is seeking a Mortgage Sales & Marketing specialist to drive the sales and marketing of Truist Mortgage Loan products within bank policies, while consistently referring clients to other bank services.

You will execute marketing plans to meet production goals, maintain knowledge of Mortgage Strategies, policies and investor guidelines, and provide sound advice based on client needs. Travel up to 75% may be required.

Qualifications

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

Banking experience

Communication

Interpersonal skills

Computer proficiency

SAFE Licensing

Education

Bachelor's degree in Business/Marketing/Accounting

Residential mortgage lending experience

Job description

Truist in the United States is seeking a Mortgage Sales & Marketing specialist to drive the sales and marketing of Truist Mortgage Loan products within bank policies, while consistently referring clients to other bank services.

You will execute marketing plans to meet production goals, maintain knowledge of Mortgage Strategies, policies and investor guidelines, and provide sound advice based on client needs. Travel up to 75% may be required.