Leadership Triangle ยท 1 day ago
Retail Mortgage Loan Originator
Chapel Hill, NC
Full-time
Onsite
Entry, Mid Level
1+ years expTruist is a financial institution seeking a Retail Mortgage Loan Originator. The role involves the sales and marketing of mortgage loan products while ensuring compliance with bank policies and state and federal regulations, as well as providing sound mortgage advice to clients.
ConsultingNon ProfitTraining
Responsibilities
Execute effective mortgage marketing and development plans to meet or exceed agreed upon mortgage production goals
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
Qualification
Required
1+ year(s) experience in banking and/or lending environment with basic knowledge of residential property types
Good organizational, written and verbal communication skills
Possesses solid interpersonal and negotiation 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, Accounting, or related studies or equivalent financial sales experience
Two or more years of experience in residential mortgage lending with solid knowledge of the local market and regulations
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
Leadership Triangle
Leadership Triangle educates and promotes regionalism across the separate communities.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase