Retail Mortgage Loan Originator
Truist · Gaithersburg, MD · 1 mo ago
FinanceFull-time
Responsible for
- 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.
- Absorb client, attorney, or appraiser documents as determined through quality control or post-closing review.
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.
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.
Other Job Requirements / Working Conditions
- Sitting/Frequent (25% - 50% of the time)
- Standing/Frequent (25% - 50% of the time)
- Walking/Frequent (25% - 50% of the time)
- Lifting/Up to 25 lbs.
- Visual / Audio / Speaking
- Manual Dexterity / Keyboarding
- Availability
- Travel