Demonstrates expertise in mortgage lending and compliance with the SAFE Mortgage Licensing Act, while effectively executing marketing strategies to achieve production goals. Strong interpersonal and communication skills are essential for providing sound mortgage advice and collaborating with clients and internal teams.

Highest-signal resume keywords

Mortgage Lending ExperienceSAFE Mortgage Licensing Act ComplianceOrganizational SkillsInterpersonal SkillsNegotiation Skills

About the role

Key responsibilities & impact

Sell and market Truist Mortgage Loan products within bank policies and procedures
Execute mortgage marketing and development plans to meet or exceed agreed-upon production goals
Maintain thorough knowledge of Mortgage Strategies, Policies and Procedures and secondary market investor guidelines utilized by Truist
Comply with Truist policies and procedures and applicable state and federal laws
Provide mortgage clients with sound mortgage advice based on their needs and Truist Mortgage products and benefits
Refer mortgage clients to other bank solutions, 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
Applicable NMLS acceptable background check
Able to work all hours scheduled, including overtime as directed by manager/supervisor and required by business need
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)
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
Able to lift up to 25 lbs.
Availability to travel up to 75%

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 as applicable
10 sick days, prorated as applicable
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 StrategiesResidential Property KnowledgeComputer Applications ProficiencyProduction Goal AchievementClient Information Interpretation

Soft Skills

Written Communication SkillsVerbal Communication Skills

Tools & Technologies

PC KeyboardCopy/Fax MachinesPrinters

Certifications & Qualifications

NMLS Background Check

Industry Keywords

BankingLendingMortgage ProductsState and Federal LawsLocal Market Regulations