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Truist
Truist

Centralized Loan Originator

职能财务/会计
级别中级
地点Greensboro, North Carolina, United States
方式现场办公
类型全职
发布3个月前
立即申请

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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.

  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.
  7. Good organizational skills
  8. Excellent attention to detail
  9. High sense of urgency in following up with clients and teammates throughout the loan process
  10. Excellent written and verbal communication skills
  11. Demonstrated interpersonal and negotiation skills
  12. Strong sense of teamwork and mutual respect
  13. Demonstrated positive, helpful, proactive attitude
  14. Demonstrated ability to set priorities and meet deadlines
  15. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
  16. Ability to travel, occasionally overnight
  17. 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
  18. Basic understanding of residential mortgage types
  19. Bachelor's degree in Business, Marketing, Accounting, or related studies or equivalent financial sales experience.
  20. Completion of elective training curriculum in Mortgage Lending
  21. Prior mortgage sales contact center experience
  22. 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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关于Truist

Truist

Truist

Public

Truist 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+

员工数

Charlotte

总部位置

$48B

企业估值

评价

10条评价

3.2

10条评价

工作生活平衡

3.1

薪酬

2.3

企业文化

3.7

职业发展

2.5

管理层

2.2

45%

推荐率

优点

Good benefits and health coverage

Supportive team and friendly colleagues

Flexible work arrangements

缺点

Poor compensation and uncompetitive pay

Heavy workload and long hours

Poor management and lack of direction

薪资范围

38个数据点

Senior/L5

Senior/L5 · Asset Liability Management Senior Manager

1份报告

$256,250

年薪总额

基本工资

$222,500

股票

-

奖金

-

$256,250

$256,250