Mortgage Loan Agent

Mortgage Loan Agent

Role Overview:

Accountable for propelling sales and marketing initiatives for Truist Mortgage Loan products in compliance with bank policies. Supports cross-selling endeavors for other bank services and insurance products, giving clients first-rate advice and assistance.

Main duties and requirements:

• Develop and carry out mortgage marketing campaigns and business expansion strategies to meet or exceed production objectives effectively.
• Stay well-informed about the mortgage strategies, policies, procedures, and secondary market investor guidelines prescribed by Truist.
• Adhere strictly to Truist policies and procedures, while also adhering to state and federal regulatory stipulations.
• Delivering valuable mortgage guidance after thoroughly understanding the client's needs and highlighting the benefits of Truist Mortgage products.
• Carry out Truist's referral process diligently by connecting mortgage clients with supplementary banking solutions.
• Help ensure the completion of required documentation follow-up for mortgage loans involving clients, lawyers, or appraisers through quality assessments or post-closing audits.

Qualifications:

• A minimum of one year of banking or lending experience is necessary, alongside a foundational comprehension of residential property variations.
• Demonstrates strong skills in organization, writing, and verbal interaction.
• Strong interpersonal skills and effective negotiation capabilities.
• Skill in relevant software applications.
• Meeting the demands of the SAFE Mortgage Licensing Act involves completing NMLS registration and a background investigation within a 30-day period.

Preferred Qualifications:

• To be eligible for this position, candidates should have a bachelor's degree in Business, Marketing, Accounting, or a related area, or the equivalent in financial sales experience.
• Demonstrating proficiency in residential mortgage lending with a tenure of over two years, backed by a thorough understanding of local market conditions and regulations.
• Documented accomplishments in sales performance and prior experience in leadership capacities.

Equal Opportunity Statement:

Truist underscores its commitment to upholding equal opportunities in employment, emphasizing the importance of meritocracy and fair treatment for all employees and applicants regardless of race, gender, color, religion, citizenship, age, sexual orientation, gender identity, disability, veteran status, or any other legally safeguarded classification. Truist also stands by its policy of maintaining a drug-free workplace for the well-being and safety of its staff.

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