Mortgage Specialist

3 days ago

Charlotte, North Carolina, United States Truist Inc Full time
Job Summary

We are seeking a highly skilled Mortgage Specialist to join our team at Truist Inc. As a Mortgage Specialist, you will serve as a liaison between the community, local government, and local mortgage program agencies to produce low-to-moderate income mortgage loans through community partnerships and affordable housing initiatives.

Key Responsibilities
  • Directly responsible for growth and production of mortgage loans for low-to-moderate income borrowers by serving as the product specialist for the Truist Affordable Housing suite of products and Down Payment Assistance programs.
  • Execute on an action plan and appropriate Community Reinvestment Act (CRA) plan making Truist a market leader in Affordable Housing Lending through establishing partnerships with relevant government agencies and active participation in affordable housing associations and groups to increase productivity in the LMI/CRA lending space while promoting Truist's positive image in the community.
  • 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.
  • Champion Truist referral process within the LMI/CRA Strategy within the Region through collaboration with relevant partners on initiatives and sponsorships that enhance efforts to serve LMI Mortgage clients; active participate on committees and boards when appropriate.
  • 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 compliance rules and regulations, particularly those established by State and Federal law.
  • Assist Mortgage Loan Fulfillment with client, attorney, or appraiser document follow-up as determined through quality control or post-closing review.
Requirements
  • 2+ years in residential mortgage lending sales or equivalent mortgage experience with government or private non-profit housing agency.
  • 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, including new or transfer of registration, and applicable NMLS acceptable background check.
Preferred Qualifications
  • Bachelor's degree in Business, Marketing, or related studies.
  • Solid knowledge of market area.
  • Three or more years of experience in mortgage lending sales or equivalent.
  • Previous sales awards and leadership positions.
Working Conditions

This role requires sitting, standing, walking, bending, and lifting up to 25 pounds. The ability to access and interpret client information received from the computer and to hear and speak with individuals in person and on the phone is also required. Manual dexterity and keyboarding skills are necessary for working standard office equipment. Availability to work all hours scheduled, including overtime as directed by manager/supervisor and required by business need, is also required. Travel up to 75% may be necessary.

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.

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