Centralized Loan Originator

Responsible for the sales and marketing of Truist Mortgage Loan products in an inbound and outbound “call center” environment, within bank policies and procedures, while ensuring effective referrals of mortgage clients for other bank services, including qualifying packages and insurance products.

• 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 personal mortgage production goals and preset minimum standards.
• Maintain a thorough knowledge of Mortgage Strategies, Policies and Procedures, and secondary market investor guidelines used by Truist.
• Adhere to and fully comply with Truist policies and procedures related to internal and external rules and regulations, including State and Federal law.
• Provide mortgage clients with sound advice based on their needs and Truist Mortgage products and benefits.
• Consistently execute 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.

• 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
• Positive, helpful, proactive attitude
• Ability to set priorities and meet deadlines
• 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, including new or transfer of registration, and applicable NMLS acceptable background check

• Two years of experience in banking and/or lending environment with basic knowledge of residential property types or completion of a 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

Sitting/Standing/Walking/Bending/Lifting
Sitting:
Constantly (More than 50% of the time)
Standing:
Occasionally (Less than 25% of the time)
Walking:
Occasionally (Less than 25% of the time)
Bending:
Choose an item.
Lifting:
Up to 25 lbs.
Visual / Audio / Speaking:
Able to access and interpret client information and communicate verbally
Manual Dexterity / Keyboarding:
Able to use standard office equipment, including PC keyboard, mouse, copy/fax machines, and printers
Availability:
Able to work all hours scheduled, including overtime, as directed by manager/supervisor and required by business need
Travel:
Minimal and up to 10%

All regular teammates working 20 hours or more per week are eligible for benefits. Eligible teammates receive medical, dental, vision, life insurance, disability, accidental death, tax-preferred savings accounts, and a 401(k) plan. Benefits also include a minimum of 10 days of vacation (prorated), 10 sick days (prorated), paid holidays, and others depending on division.

Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law. E-Verify. IER. Right to Work.