DIRECT LOAN ORIGINATOR (Mortgage Sales)

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Regular or Temporary:

Regular

Language Fluency:  English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

Responsible for the sales and marketing of Truist Mortgage Loan products in an inbound and outbound “call center” environment within bank policies and procedures as well as consistent, effective referrals of mortgage clients for other bank services, including the qualifying package of services, and insurance products.ESSENTIAL DUTIES AND RESPONSIBILITIES

Following is a summary of the essential functions for this job.  Other duties may be performed, both major and minor, which are not mentioned below.  Specific activities may change from time to time. 

1. 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 agreed upon personal mortgage production goals and pre-set minimum standards.

2. Maintain a complete and thorough knowledge of the Mortgage Strategies, Policies and Procedures, as well as secondary market investor\'s guidelines utilized by Truist.

3. Adhere to and comply fully with any and all Truist policies and procedures related to internal and external rules and regulations, particularly those established by State and Federal law.

4. Provide mortgage clients sound mortgage advice based on a full understanding of client needs as well as Truist Mortgage products and their benefits.

5. Consistently execute on Truist\'s referral process by introducing mortgage clients to other bank

       solutions for deepening client opportunities.

6. Assist Mortgage Loan Fulfillment with client, attorney, or appraiser document follow-up as determined

       through quality control or post-closing review.

QUALIFICATIONS

Required Qualifications:

The requirements listed below are representative of the knowledge, skill and/or ability required.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

1. Good organizational skills

2. Excellent attention to detail

3. High sense of urgency in following up with clients and teammates throughout the loan process

4. Excellent written and verbal communication skills

5. Demonstrated interpersonal and negotiation skills

6. Strong sense of teamwork and mutual respect

7. Demonstrated positive, helpful, proactive attitude

8. Demonstrated ability to set priorities and meet deadlines

9. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products

10. Ability to travel, occasionally overnight

11. Must be SAFE Mortgage Licensing Act compliant within 30 days of employment in this role, including new or transfer of registration, and applicable NMLS acceptable background check

Preferred Qualifications:

1. Two years of experience in banking and/or lending environment with basic knowledge of residential    property types or completion of sales focused training program

2. Basic understanding of residential mortgage types

3. Bachelor\'s degree in Business, Marketing, Accounting, or related studies or equivalent financial sales experience.

4. Completion of elective training curriculum in Mortgage Lending

5. Prior mortgage sales contact center experience

 

OTHER JOB REQUIREMENTS / WORKING CONDITIONS

Sitting/Standing/Walking/Bending/Lifting

?      Sitting (if checked, indicate frequency)

                           Constantly (More than 50% of the time)

?       Standing (if checked, indicate frequency)

                           Occasionally (Less than 25% of the time)

?      Walking (if checked, indicate frequency)

                        Occasionally (Less than 25% of the time)    

?      Bending (if checked, indicate frequency)

                        Choose an item.

?      Lifting (if checked, indicate pounds)

                           Up to 25 lbs.

?   Visual / Audio / Speaking

Able to access and interpret client information received from the computer and able to hear and speak with individuals in person and on the phone.

?   Manual Dexterity / Keyboarding

Able to work standard office equipment, including PC keyboard and 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%

Truist supports a diverse workforce and is an Equal Opportunity Employer who does not discriminate against individuals on the basis of race, gender, color, religion, national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. Drug Free Workplace.

Thank you for your interest in Truist! BB&T and SunTrust have come together in a transformational merger of equals to create Truist, the premier financial organization in the country. You may notice references to our legacy company names, BB&T and SunTrust, in places throughout this site. All such references should be understood to refer to Truist moving forward while we continue to transition to the Truist name.