Retail Mortgage Originator — Grow Your Book

Truist; Homestead (FL); On-site; USD 55,000 - 85,000; Full time

Benefits offered by this job

Medical insurance

401(k) plan

Paid time off

Job summary

Truist Mortgage positions focus on marketing and selling mortgage loan products within bank policies, while also referring clients to other bank services to deepen wallet share. The role requires strong client understanding and adherence to regulatory guidelines.

Ideal candidates have banking or lending experience, solid communication skills, and a working knowledge of residential mortgage processes, with licensing and the ability to travel up to 75% to meet referral opportunities.

Qualifications

• 1+ year of experience in banking or lending environment with basic knowledge of residential property types.
• Excellent organizational, written and verbal communication skills.
• Solid interpersonal and negotiation skills.
• Proficiency in relevant computer applications.
• Must be SAFE Mortgage Licensing Act compliant within 30 days of employment and pass NMLS background check.

Responsibilities

• Execute effective mortgage marketing and development plans to meet or exceed mortgage production goals.
• Maintain knowledge of Mortgage Strategies, Policies and Procedures, and investor guidelines.
• Adhere to Truist policies and regulatory requirements.
• Provide mortgage guidance based on client needs and product benefits.
• Consistently refer mortgage clients to other bank solutions to deepen opportunities.
• Assist with document follow-up during fulfillment and post-closing review.

Skills

Banking experience

Communication skills

Negotiation

Computer skills

NMLS licensing

Residential mortgage lending knowledge

Education

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

Tools

MS Office

Job description

Truist Mortgage positions focus on marketing and selling mortgage loan products within bank policies, while also referring clients to other bank services to deepen wallet share. The role requires strong client understanding and adherence to regulatory guidelines.

Ideal candidates have banking or lending experience, solid communication skills, and a working knowledge of residential mortgage processes, with licensing and the ability to travel up to 75% to meet referral opportunities.