Retail Community Mortgage Specialist jobs at Truist in United States, Raleigh
Truist Fiduciary Support Specialist II United States, North Carolina, Raleigh
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Regular or Temporary:
English (Required)
1st shift (United States of America)* This role is an On-site/In-office position*
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. Prioritize relationship management activities by facilitating the day-to-day transactional needs of the client base, including processing deposits, distributions, payments, transfers, or other routine transactions
2. Enter and maintain appropriate client records, monitor client transactions and client data for accuracy and timeliness and maintain appropriate documentation of client transactions.
3. Utilize various trust systems to affect transactions, monitor accounts, and create reports
4. Respond to client requests for information and assistance within appropriate level of authority
5. Support the sales and retention effort by scheduling appointments, conducting follow-up telephone calls, and client meeting preparation
6. Prioritizing fiduciary activities that enable quality client interaction
7. Continually render extraordinarily responsive and personal service to our Wealth Clients
8. Participate in onboarding new teammates and training
9. Assist with special projects for Fiduciary Group Support Leader
10. Contribute to a positive team environment that fosters cooperation, trust and group identity and be an effective advocate for Wealth clients with other business units
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. 3+ years in the role as a Fiduciary Support Specialist, trust experience, investment, banking or financial planning-related client service experience, or equivalent outside experience
2. Demonstrate an understanding of the operating systems unique to line of business, including trust and estate
3. Demonstrate strong knowledge of bank policy and procedures
4. Strong problem-solving skills
5. Contributes to a positive team environment that fosters cooperation, trust and incorporates the value of One Team approach
6. Excellent interpersonal and relationship management skills
7. Excellent oral and written communication skills
8. Exemplary customer service and professional etiquette skills
9. Ability to travel, occasionally overnight
Preferred Qualifications:
1. Undergraduate degree
2. Trust School attendee or graduate
3. Fiduciary experience a plus
These jobs might be a good fit
Truist Retail Community Mortgage Specialist United States, North Carolina, Raleigh
Share
Regular or Temporary:
English (Required)
1st shift (United States of America)
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. Directly responsible for growth and production of mortgage loans for Low-To-Moderate (LMI) income borrowers by serving as the product specialist for the Truist Affordable Housing suite of products and Down Payment Assistance programs.3. Assist and work with community, faith-based and non-profit organizations providing leadership and training for homeownership classes, credit counseling and promote understanding of the mortgage lending process.5. Maintain a complete and thorough knowledge of the Mortgage Strategies, Policies and Procedures, as well6. Adhere to and comply fully with any and all Truist policies and procedures related to internal and external
compliance rules and regulations, particularly those established by State and Federal law.
7. Assist Mortgage Loan Fulfillment with client, attorney, or appraiser document follow-up as determined
through quality control or post-closing review.
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. 2+ years in residential mortgage lending sales or equivalent mortgage experience with government or private non-profit housing agency
2. Working knowledge of the Mortgage Lending Process
3. Excellent verbal, written, and communication skills
4. Possesses solid interpersonal skills
5. Demonstrated proficiency in relevant computer applications
6. 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
2. Solid knowledge of market area
3. Three or more years of experience in mortgage lending sales or equivalent
4. Previous sales awards and leadership positions.
OTHER JOB REQUIREMENTS / WORKING CONDITIONS
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Truist Retail Mortgage Loan Originator United States, North Carolina, Raleigh
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Regular or Temporary:
English (Required)
1st shift (United States of America)
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. Execute effective mortgage marketing and development plans to meet or exceed agreed upon mortgage
production goals.
2. Maintain a complete and thorough knowledge of the Mortgage Strategies, Policies and Procedures, as well3. 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.
4. Provide mortgage clients sound mortgage advice based on a full understanding of client needs as well as
Truist Mortgage products and their benefits.solutions for deepening client opportunities.
6. Assist Mortgage Loan Fulfillment with client, attorney, or appraiser document follow-up as determined
through quality control or post-closing review.
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. 1+ year(s) experience in banking and/or lending environment with basic knowledge of
residential property types
2. Good organizational, written and verbal communication skills
3. Possesses solid interpersonal and negotiation skills
4. Demonstrated proficiency in relevant computer applications
5. 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
1. Bachelor's degree in Business, Marketing, Accounting, or related studies or equivalent financial sales experience.
2. Two or more years of experience in residential mortgage lending with solid knowledge of the local market and regulations.
3. Previous sales awards and leadership positions.
These jobs might be a good fit
Share
Regular or Temporary:
English (Required)
1st shift (United States of America)* This role is an On-site/In-office position*
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. Prioritize relationship management activities by facilitating the day-to-day transactional needs of the client base, including processing deposits, distributions, payments, transfers, or other routine transactions
2. Enter and maintain appropriate client records, monitor client transactions and client data for accuracy and timeliness and maintain appropriate documentation of client transactions.
3. Utilize various trust systems to affect transactions, monitor accounts, and create reports
4. Respond to client requests for information and assistance within appropriate level of authority
5. Support the sales and retention effort by scheduling appointments, conducting follow-up telephone calls, and client meeting preparation
6. Prioritizing fiduciary activities that enable quality client interaction
7. Continually render extraordinarily responsive and personal service to our Wealth Clients
8. Participate in onboarding new teammates and training
9. Assist with special projects for Fiduciary Group Support Leader
10. Contribute to a positive team environment that fosters cooperation, trust and group identity and be an effective advocate for Wealth clients with other business units
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. 3+ years in the role as a Fiduciary Support Specialist, trust experience, investment, banking or financial planning-related client service experience, or equivalent outside experience
2. Demonstrate an understanding of the operating systems unique to line of business, including trust and estate
3. Demonstrate strong knowledge of bank policy and procedures
4. Strong problem-solving skills
5. Contributes to a positive team environment that fosters cooperation, trust and incorporates the value of One Team approach
6. Excellent interpersonal and relationship management skills
7. Excellent oral and written communication skills
8. Exemplary customer service and professional etiquette skills
9. Ability to travel, occasionally overnight
Preferred Qualifications:
1. Undergraduate degree
2. Trust School attendee or graduate
3. Fiduciary experience a plus
These jobs might be a good fit
