Demonstrates expertise in mortgage loan products and compliance with relevant regulations, while effectively executing marketing strategies to achieve production goals. Strong communication and interpersonal skills are essential for advising clients and collaborating with internal teams.

Highest-signal resume keywords

Mortgage Loan Products KnowledgeSAFE Mortgage Licensing Act ComplianceResidential Mortgage Lending ExperienceOrganizational SkillsNegotiation Skills

About the role

Key responsibilities & impact

Sell and market Truist Mortgage Loan products in accordance with bank policies and procedures
Execute mortgage marketing and development plans to meet or exceed mortgage production goals
Maintain thorough knowledge of Mortgage Strategies, Policies and Procedures and secondary-market investor guidelines
Comply with Truist policies, procedures, and applicable state and federal laws
Provide mortgage clients with advice based on their needs and Truist Mortgage products and benefits
Refer mortgage clients to other bank solutions, including qualifying packages of services and insurance products
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 and applicable NMLS acceptable background check
English language fluency required
Able to work all hours scheduled, including overtime as directed by manager/supervisor and required by business need
Able to access and interpret client information received from the computer and hear and speak with individuals in person and on the phone
Able to work standard office equipment, including PC keyboard and mouse, copy/fax machines, and printers
Up to 75% travel
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 (preferred)

Benefits

Comp & perks

Medical insurance
Dental insurance
Vision insurance
Life insurance
Disability insurance
Accidental death and dismemberment coverage
Tax-preferred savings accounts
401k plan
At least 10 days of vacation during the first year (prorated)
10 sick days (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

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Applicant Tracking System Keywords

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

Hard Skills

Mortgage StrategiesBank Policies and ProceduresComputer Applications ProficiencyClient Information InterpretationDocument Follow-Up

Soft Skills

Written Communication SkillsVerbal Communication SkillsInterpersonal Skills

Tools & Technologies

PC KeyboardCopy/Fax MachinesPrinters

Certifications & Qualifications

SAFE Mortgage Licensing Act Compliance

Industry Keywords

BankingLending EnvironmentResidential Property TypesMortgage Production GoalsLocal Market Knowledge