ESSENTIAL DUTIES AND RESPONSIBILITIES

Following 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.

1. Responsible for achieving production goals through personal production as well as effective leadership, recruiting, retention, coaching, and developing a profitable sales team.

2. Drive sales of mortgage loans by leading, communicating, and executing on a strategic plan that includes superior relationship management of internal and external COIs and coordinating sales activities with internal Truist partners;

Take an active role in business development efforts with MLO team.

3. Ensure personal and team adherence to Truist Lending policies and procedures, including government regulations, secondary market requirements, acceptable compliance and quality control audit performance.

4. Continuously improve client service quality by modeling and leading the adoption of digital client experience, technology, and managing the mortgage processes to enhance relationships with clients, COIs, and Truist teammates.

5. Champion effective partnerships between sales team and operations, as needed assist Mortgage Loan Fulfillment with client, attorney, or appraiser document follow-up as determined through quality control or post-closing review.

6. Stay up to date and knowledgeable of local real estate market conditions, mortgage product and process trends, and competitive position.

Provide feedback and solutions, as needed or requested, regarding mortgage lending delivery capabilities.

QUALIFICATIONS

Required 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.

1. Bachelor's degree or equivalent education and related experience

2. 5 years mortgage industry experience or experience in the financial services field

3. Typically manages a team of 4 Mortgage Loan Originators

4. Strong understanding of mortgage lending, knowledgeable in all types of mortgage loans

6. Proven ability to recruit and retain productive, engaged teammates

7. Registered and maintains an active Truist sponsored registration in the Nationwide Mortgage Licensing

8. System and Registry (NMLSR) and has been assigned a unique identifier number in compliance with the

federal S.A.F.E. act requirements Preferred Qualifications :

1. 2 years management experience

2. Prior experience with management of internal and external relationships and partnerships OTHER JOB REQUIREMENTS / WORKING CONDITIONS Sitting / Standing / Walking / Bending / Lifting

Sitting (if checked, indicate frequency)

Frequently (25% - 50% of the time)

Standing (if checked, indicate frequency)

Frequently (25% - 50% of the time)

Walking (if checked, indicate frequency)

Frequently (25% - 50% of the time)

Bending (if checked, indicate frequency)

Choose an item.

Lifting (if checked, indicate pounds)

Up to 25 lbs.

Visual / Audio / Speaking

Able 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 / Keyboarding

Able to work standard office equipment, including PC keyboard and mouse, copy / fax machines, and printers.

Availability

Able to work all hours scheduled, including overtime as directed by manager / supervisor and required by business need.

Travel

Up to 25% 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.

Last updated : 2024-05-16