Truist · 1 month ago
Retail Community Mortgage Specialist
Truist is a financial services company seeking a Retail Community Mortgage Specialist. This role involves serving as a liaison between the community and local government to produce mortgage loans for low to moderate income borrowers, while also promoting affordable housing initiatives and community partnerships.
BankingFinanceFinancial Services
Responsibilities
Directly responsible for growth and production of mortgage loans for Low-To-Moderate (LMI) income borrowers by serving as the product specialist for the Truist Affordable Housing suite of products and Down Payment Assistance programs
Execute on an action plan and appropriate Community Reinvestment Act (CRA) plan making Truist a market leader in Affordable Housing Lending through establishing partnerships with relevant government agencies and active participation in affordable housing associations and groups to increase productivity in the LMI/CRA lending space while promoting Truist's positive image in the community
Assist and work with community, faith-based and non-profit organizations providing leadership and training for homeownership classes, credit counseling and promote understanding of the mortgage lending process
Champion Truist referral process within the LMI/CRA Strategy within the Region through collaboration with relevant partners on initiatives and sponsorships that enhance efforts to serve LMI Mortgage clients; active participate on committees and boards when appropriate
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 compliance rules and regulations, particularly those established by State and Federal law
Assist Mortgage Loan Fulfillment with client, attorney, or appraiser document follow-up as determined through quality control or post-closing review
Qualification
Required
2+ years in residential mortgage lending sales or equivalent mortgage experience with government or private non-profit housing agency
Working knowledge of the Mortgage Lending Process
Excellent verbal, written, and communication skills
Possesses solid interpersonal skills
Demonstrated proficiency in relevant computer applications
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
Bachelor's degree in Business, Marketing, or related studies
Solid knowledge of market area
Three or more years of experience in mortgage lending sales or equivalent
Previous sales awards and leadership positions
Benefits
Medical
Dental
Vision
Life insurance
Disability
Accidental death and dismemberment
Tax-preferred savings accounts
401k plan
10 days of vacation
10 sick days
Paid holidays
Defined benefit pension plan
Restricted stock units
Deferred compensation plan
Company
Truist
Truist is the sixth-largest commercial bank in the U.S.
H1B Sponsorship
Truist has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (313)
2024 (247)
2023 (288)
2022 (275)
2021 (278)
2020 (270)
Funding
Current Stage
Late StageTotal Funding
unknown2021-01-01Seed
Leadership Team
Recent News
2026-01-16
Bizjournals.com Feed (2025-11-12 15:43:17)
2026-01-15
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