
Centralized Loan Originator
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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 RESPONSIBILITIESFollowing 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.
- 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.
- Maintain a complete and thorough knowledge of the Mortgage Strategies, Policies and Procedures, as well as secondary market investor's guidelines utilized by Truist.
- 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.
- Provide mortgage clients sound mortgage advice based on a full understanding of client needs as well as Truist Mortgage products and their benefits.
- Consistently execute on 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.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. - 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
- Demonstrated positive, helpful, proactive attitude
- Demonstrated ability to set priorities and meet deadlines
- Demonstrated 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 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
- 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 languageOTHER 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%
General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
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:
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Truistについて

Truist
PublicTruist Financial Corporation is an American bank holding company headquartered in Charlotte, North Carolina. The company was formed in December 2019 as the result of the merger of BB&T and SunTrust.
10,001+
従業員数
Charlotte
本社所在地
$48B
企業価値
レビュー
10件のレビュー
3.2
10件のレビュー
ワークライフバランス
3.1
報酬
2.3
企業文化
3.7
キャリア
2.5
経営陣
2.2
45%
知人への推奨率
良い点
Good benefits and health coverage
Supportive team and friendly colleagues
Flexible work arrangements
改善点
Poor compensation and uncompetitive pay
Heavy workload and long hours
Poor management and lack of direction
給与レンジ
38件のデータ
Senior/L5
Senior/L5 · Asset Liability Management Senior Manager
1件のレポート
$256,250
年収総額
基本給
$222,500
ストック
-
ボーナス
-
$256,250
$256,250
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