Demonstrates expertise in mortgage loan products and compliance with the SAFE Mortgage Licensing Act, while effectively generating referrals and providing sound mortgage advice to clients. Strong organizational and communication skills support successful execution of marketing plans and client relationship management.

Highest-signal resume keywords

Mortgage Loan ProductsSAFE Mortgage Licensing Act ComplianceResidential Mortgage LendingClient Relationship ManagementMortgage Marketing Strategies

About the role

Key responsibilities & impact

Sell and market Truist Mortgage Loan products within bank policies and procedures
Generate consistent, effective referrals of mortgage clients for other bank services, including qualifying packages of services and insurance products
Execute mortgage marketing and development plans to meet or exceed agreed-upon mortgage production goals
Maintain thorough knowledge of Mortgage Strategies, Policies and Procedures and secondary-market investor guidelines used by Truist
Comply with Truist policies and procedures and applicable state and federal laws
Provide mortgage clients with sound mortgage advice based on client needs and Truist Mortgage products and benefits
Introduce mortgage clients to other bank solutions to deepen client relationships
Assist Mortgage Loan Fulfillment with client, attorney, or appraiser document follow-up identified through quality control or post-closing review

Requirements

What you’ll need

1+ year(s) experience in banking and/or lending environment with basic knowledge of residential property types
Good organizational, written and verbal communication skills
Solid interpersonal and negotiation skills
Demonstrated proficiency in relevant computer applications
Must be SAFE Mortgage Licensing Act compliant within 30 days of employment, including new or transfer of registration
Applicable NMLS acceptable background check
Able to work all hours scheduled, including overtime as directed by manager/supervisor and required by business need
Up to 75% travel
English language fluency required
Preferred: Bachelor's degree in Business, Marketing, Accounting, or related studies, or equivalent financial sales experience
Preferred: Two or more years of experience in residential mortgage lending with solid knowledge of the local market and regulations
Preferred: Previous sales awards and leadership positions

Benefits

Comp & perks

Medical insurance
Dental insurance
Vision insurance
Life insurance
Disability insurance
Accidental death and dismemberment coverage
Tax-preferred savings accounts
401(k) plan
At least 10 days of vacation during the first year of employment (prorated)
10 sick days during the first year of employment (prorated)
Paid holidays
Defined benefit pension plan (depending on position and division)
Restricted stock units (depending on position and division)
Deferred compensation plan (depending on position and division)

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Mortgage StrategiesResidential Property KnowledgeMortgage Production GoalsComputer Applications ProficiencyNegotiation Skills

Soft Skills

Organizational SkillsWritten Communication SkillsVerbal Communication SkillsInterpersonal Skills

Certifications & Qualifications

NMLS Background Check

Industry Keywords

BankingLendingMortgage ComplianceFinancial SalesLocal Market Regulations