Full-Time

Retail Mortgage Loan Originator

Confirmed live in the last 24 hours

Truist

Truist

501-1,000 employees

Platform for Registered Investment Advisors' operations

Fintech
Financial Services

Junior, Mid

Hyattsville, MD, USA

Category
Real Estate
Real Estate Finance
Requirements
  • 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
Responsibilities
  • Execute effective mortgage marketing and development plans to meet or exceed agreed upon mortgage production goals.
  • 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 rules and regulations, particularly those established by State and Federal law.
  • Provide mortgage clients sound mortgage advice based on a full understanding of client needs as well as Truist Mortgage products and their benefits.
  • Consistently execute on Truist's referral process by introducing mortgage clients to other bank solutions for deepening client opportunities.
  • Assist Mortgage Loan Fulfillment with client, attorney, or appraiser document follow-up as determined through quality control or post-closing review.

Truist offers a platform for Registered Investment Advisors (RIAs) to improve their operations and client services. Its features include live chat support, commission-free fractional share trading, a model marketplace, and an automated rebalancer, which help RIAs manage their businesses more efficiently. Unlike competitors, Truist provides these services for free and monetizes through a vertically-integrated custodian service, reducing overhead costs for RIAs. The company's goal is to empower RIAs to grow their businesses and enhance client experiences.

Company Stage

Series E

Total Funding

$437.2M

Headquarters

Culver City, California

Founded

2018

Growth & Insights
Headcount

6 month growth

24%

1 year growth

43%

2 year growth

77%
Simplify Jobs

Simplify's Take

What believers are saying

  • Altruist raised $169M in Series E funding, boosting financial stability and growth potential.
  • Partnerships with Orion and Kwanti enhance platform capabilities and attract more RIAs.
  • Increased demand for digital financial services aligns with Altruist's offerings.

What critics are saying

  • Competition from firms like Robinhood and Betterment could erode Altruist's market share.
  • Continuous tech updates may strain Altruist's financial resources.
  • Integration challenges with new partners may disrupt service delivery.

What makes Truist unique

  • Altruist offers a simplified tech stack for RIAs, enhancing operational efficiency.
  • The platform includes commission-free fractional share trading and an automated rebalancer.
  • Altruist provides original content and fast onboarding for independent financial advisors.

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