Community Leader for Cetera Investors driving revenue growth and expanding assets under management. Overseeing Regional Growth Teams and ensuring success of financial advisor retention.
About the role
- Mortgage Specialist producing low to moderate income mortgage loans through community partnerships. Collaborating with community organizations and adhering to Truist policies and procedures while maintaining product knowledge.
Responsibilities
- Serve as Truist Mortgage liaison between the community, local government, and local mortgage program agencies
- Produce low to moderate income mortgage loans through community partnerships
- Assist community organizations providing leadership and training for homeownership classes
- Champion Truist referral process within the LMI/CRA Strategy through collaboration with relevant partners
- Maintain a complete and thorough knowledge of the Mortgage Strategies, Policies and Procedures
- Adhere to and comply fully with any and all Truist policies and procedures
- Assist Mortgage Loan Fulfillment with client, attorney, or appraiser document follow-up
Requirements
- 2+ years in residential mortgage lending sales or equivalent mortgage experience
- Working knowledge of the Mortgage Lending Process
- Excellent verbal, written, and communication skills
- Possesses solid interpersonal skills
- Demonstrated proficiency in relevant computer applications
- Must be SAFE Mortgage Licensing Act compliant within 30 days of employment in this role
Benefits
- medical
- dental
- vision
- life insurance
- disability
- accidental death and dismemberment
- tax-preferred savings accounts
- 401k plan
- vacation days (no less than 10 days)
- sick days (10 days)
- paid holidays
Job title
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Experience level
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Degree requirement
Location requirements
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