Retail Mortgage Loan Originator
Company | Truist |
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Location | North Bethesda, MD, USA, Frederick, MD, USA, Gaithersburg, MD, USA, Bethesda, MD, USA |
Salary | $Not Provided – $Not Provided |
Type | Full-Time |
Degrees | |
Experience Level | Junior, Mid Level |
Requirements
- 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 the Mortgage Strategies, Policies and Procedures, as well as secondary market investor’s 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 on 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.
Preferred Qualifications
- Bachelor’s degree in Business, Marketing, Accounting, or related studies or equivalent financial sales experience.
- Two or more years of experience in residential mortgage lending with solid knowledge of the local market and regulations.
- Previous sales awards and leadership positions.