Truist ยท 1 day ago
Centralized Loan Originator
Truist is a financial services company focused on providing banking and mortgage solutions. The Centralized Loan Originator is responsible for the sales and marketing of Truist Mortgage Loan products, executing sourcing plans, and providing sound mortgage advice to clients.
BankingFinanceFinancial Services
Responsibilities
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
Qualification
Required
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
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 language
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
Company data provided by crunchbase