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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in mortgage loan products, marketing strategies, and compliance with regulations, while providing sound mortgage advice tailored to client needs. Strong organizational and communication skills are essential for effective client interactions and collaboration with internal teams.
Highest-signal resume keywords
Mortgage Loan ProductsMortgage MarketingSAFE Mortgage Licensing Act ComplianceResidential Mortgage LendingInterpersonal Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Mortgage StrategiesBanking PoliciesDocument Follow-UpComputer Applications ProficiencyNegotiation Skills
Soft Skills
Organizational SkillsWritten CommunicationVerbal Communication
Certifications & Qualifications
NMLS Background Check
Industry Keywords
Residential Property TypesMortgage Production GoalsLocal Market KnowledgeInvestor GuidelinesTruist Policies
About the role
Key responsibilities & impact- Responsible for the sales and marketing of Truist Mortgage Loan products within bank policies and procedures
- Execute effective mortgage marketing and development plans to meet mortgage production goals
- Maintain knowledge of Mortgage Strategies, Policies and Procedures, and investor's guidelines
- Adhere to Truist policies and procedures related to internal and external regulations
- Provide mortgage clients sound mortgage advice based on their needs and Truist Mortgage products
- Consistently execute Truist's referral process by introducing clients to other bank solutions
- Assist Mortgage Loan Fulfillment with client, attorney, or appraiser document follow-up
Requirements
What you’ll need- 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
- Bachelor's degree in Business, Marketing, Accounting, or related studies or equivalent financial sales experience (Preferred)
- Two or more years of experience in residential mortgage lending with solid knowledge of the local market and regulations (Preferred)
Benefits
Comp & perks- Medical
- Dental
- Vision
- Life insurance
- Disability
- Accidental death and dismemberment
- Tax-preferred savings accounts
- 401k plan
- At least 10 days of vacation
- 10 sick days
- Paid holidays
