The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.Need Help? (https://www.brainshark.com/bbandt/careers-site-faq)If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (careers@truist.com?subject=Accommodation%20request)(accommodation requests only; other inquiries won't receive a response).Regular or Temporary:RegularLanguage 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.
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 determine through quality control or post-closing review.
This position will be hybrid with 3 days in office (Monday, Tuesday, Wednesday)Work schedule will be Monday through Wednesday 9am - 6pm; Thursday 11am - 8pm and Friday 9am - 6pm.QUALIFICATIONSRequired 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.
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 Qualifications:
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
OTHER JOB REQUIREMENTS / WORKING CONDITIONSSitting/Standing/Walking/Bending/LiftingSitting (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 / SpeakingAble 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 / KeyboardingAble to work standard office equipment, including PC keyboard and mouse, copy/fax machines, and printers.AvailabilityAble to work all hours scheduled, including overtime as directed by manager/supervisor and required by business need.TravelMinimal 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 (https://benefits.truist.com/). 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 supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals 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 (https://www.eeoc.gov/sites/default/files/2022-10/EEOCKnowYourRightsscreenreader1020.pdf)Pay Transparency Nondiscrimination Provision (https://www.dol.gov/sites/dolgov/files/OFCCP/pdf/pay-transp%20EnglishformattedESQA508c.pdf)E-Verify (https://e-verify.uscis.gov/web/media/resourcesContents/E-VerifyParticipationPosterES.pdf)
