Retail Mortgage Origination Specialist

Truist; The Forum (FL); Presencial; USD 55.000 - 85.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical

Dental

Vision

401k

Paid holidays

Vacation & sick days

Descripción de la vacante

Truist Wealth in Florida seeks a mortgage professional to grow production while guiding clients through loan options and compliance. You will implement marketing plans to meet targets and ensure alignment with policies and investor guidelines.

Strong communication and cross-sell abilities are essential in serving clients and expanding relationships. The role emphasizes adherence to SAFE licensing, proficient use of conventional mortgage software, and a collaborative approach with Wealth teams to

Formación

• 1+ year experience in banking or lending with residential property knowledge.
• Strong written and verbal communication skills.
• Must be SAFE Mortgage Licensing Act compliant within 30 days of employment.
• Proficient in relevant computer applications.

Responsabilidades

• Execute mortgage marketing and development plans to meet production goals.
• Maintain knowledge of policies and investor guidelines.
• Advise clients on mortgage products and benefits.
• Consistently refer clients to other bank solutions to deepen opportunities.
• Assist with document follow-up and post-closing review.

Conocimientos

Mortgage lending knowledge

Client needs analysis

Negotiation skills

Proficiency in MS Office

Educación

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

Herramientas

LOS software

NMLS compliance tools

Descripción del empleo

Truist Wealth in Florida seeks a mortgage professional to grow production while guiding clients through loan options and compliance. You will implement marketing plans to meet targets and ensure alignment with policies and investor guidelines.

Strong communication and cross-sell abilities are essential in serving clients and expanding relationships. The role emphasizes adherence to SAFE licensing, proficient use of conventional mortgage software, and a collaborative approach with Wealth teams to