Centralized Loan Originator
| Company | Truist |
|---|---|
| Location | Richmond, VA, USA, Greensboro, NC, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Junior |
Requirements
- Good organizational skills
- Excellent attention to detail
- High sense of urgency in following up with clients and teammates throughout the loan process
- Excellent written and verbal communication skills
- Demonstrated interpersonal and negotiation skills
- Strong sense of teamwork and mutual respect
- Demonstrated positive, helpful, proactive attitude
- Demonstrated ability to set priorities and meet deadlines
- Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
- Ability to travel, occasionally overnight
- 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 sourcing plans and strategies through internal Truist referrals, inbound client inquiries, outbound mortgage phone sales, and other sales activities to meet or exceed agreed upon personal mortgage production goals and pre-set minimum standards.
- 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
- Two years of experience in banking and/or lending environment with basic knowledge of residential property types or completion of sales focused training program
- Basic understanding of residential mortgage types
- Bachelor’s degree in Business, Marketing, Accounting, or related studies or equivalent financial sales experience.
- Completion of elective training curriculum in Mortgage Lending
- Prior mortgage sales contact center experience
- Proficiency in a second language