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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in mortgage marketing strategies and compliance with state and federal regulations, while providing sound mortgage advice tailored to client needs. Proficient in client relationship management and effective communication to drive mortgage production goals.
Highest-signal resume keywords
Mortgage MarketingMortgage Production GoalsSAFE Mortgage Licensing Act ComplianceResidential Mortgage LendingClient Relationship Management
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Mortgage StrategiesKnowledge of Residential Property TypesProficiency in Computer ApplicationsUnderstanding of Secondary Market Investor GuidelinesQuality Control Processes
Soft Skills
Organizational SkillsWritten Communication SkillsVerbal Communication SkillsInterpersonal SkillsNegotiation Skills
Certifications & Qualifications
SAFE Mortgage Licensing Act ComplianceNMLS Background Check
Industry Keywords
BankingLending EnvironmentMortgage ProductsLocal Market KnowledgeFinancial Sales Experience
About the role
Key responsibilities & impact- Execute effective 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 utilized 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
- Refer mortgage clients to other bank solutions and insurance products
- Assist Mortgage Loan Fulfillment with client, attorney, or appraiser document follow-up based on 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
- Able to work all hours scheduled, including overtime as directed by manager/supervisor and required by business need
- Up to 75% travel
- 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
- Required English fluency
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 of employment (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)
