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Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

Responsible for the sales and marketing of Truist Mortgage Loan products within bank policies and procedures as well as consistent, effective referrals of mortgage clients for other bank services, including the qualifying package of services, and insurance products.

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. 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 well
       as secondary market investor's guidelines utilized by Truist.
3. 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.
5. Consistently execute on Truist's referral process by introducing mortgage clients to other bank
       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.

QUALIFICATIONS
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. 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

Preferred Qualifications:
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.

OTHER JOB REQUIREMENTS / WORKING CONDITIONS

Sitting/Standing/Walking/Bending/Lifting
Sitting Frequently (25% - 50% of the time)
Standing Frequently (25% - 50% of the time)
Walking Frequently (25% - 50% of the time)

Lifting Up to 25 lbs.
Visual / Audio / Speaking
Able to access and interpret client information received from the computer and able to hear and speak with individuals in person and on the phone.
Manual Dexterity / Keyboarding
Able to work standard office equipment, including PC keyboard and mouse, copy/fax machines, and printers.
Availability
Able to work all hours scheduled, including overtime as directed by manager/supervisor and required by business need.
Travel
Up to 75%

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

Truist is an Equal Opportunity Employer that does not discriminate 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.

EEO is the Law E-Verify IER Right to Work

About the company

Truist Bank runs consumer and commercial banking for households, small businesses, and larger companies across the United States. Its services connect everyday accounts and borrowing with business cash management and wealth planning through the wider Truist group. Customers manage money through branches and digital banking, while businesses use the bank to collect payments, move funds, and finance operations. It earns interest on loans and fees for banking and trust services, with brokerage and investment advice handled by separate affiliates. The Truist brand emerged from the BB&T and SunTrust merger in 2019, and the bank is headquartered in Charlotte, North Carolina.

Company Size

10,001+

Company Stage

IPO

Headquarters

Washington DC, District of Columbia

Founded

2019

Get referred to Truist Bank

See people who can refer or advise you

Simplify's Take

What believers are saying

Eligible Truist teammates gain another retirement income source: the company fully funds a defined-benefit pension.
Teammates get time for community work: Truist allocates 24 volunteer hours through its onboarding program.
Truist rewards deeper relationships: One Checking automatically increases perks across five account levels as eligible balances grow.

What critics are saying

Rate exposure dominates: December 2025 figures put net interest at 71% of Truist parent revenue.
Credit costs persist: December 2025 results show Truist's parent recorded $1.89 billion in credit-loss provisions.
New Truist hires wait for employer retirement contributions: eligible 401(k) matching starts after one year.

What makes Truist Bank unique

Truist cushions small shortfalls: qualifying One Checking customers receive a $100 overdraft buffer without overdraft-related fees.
Truist competes on borrowing cost: LightStream beats qualifying rival unsecured loan rates by 0.10 percentage points.
Truist builds leadership skills through psychology: its Leadership Institute draws on more than 60 years of training.

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Benefits

Health Insurance
Dental Insurance
Vision Insurance
Life Insurance
Disability Insurance
Health Savings Account/Flexible Spending Account
Unlimited Paid Time Off
Paid Vacation
Paid Sick Leave
Paid Holidays
Hybrid Work Options
401(k) Retirement Plan

Growth & Insights and Company News

Headcount

6 month growth

1 year growth

2 year growth

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Truist consumer banking chief exits in shakeup as bank sells $7.7B of LightStream loans

Truist consumer and small business banking chief Dontá Wilson is leaving the bank, six weeks into Mike Lyons' tenure as chief executive officer. Wilson was the last executive remaining from the 2019 SunTrust-BB&T merger that created Truist. Shimna Sameer, hired in July to lead wealth management, will take over consumer banking. Jeff Warner, a 25-year PNC veteran, joins as chief small business banking officer, and D. Steve Boland, a former Bank of America executive, becomes vice chair. All three report to Lyons. Truist also agreed to sell $7.7 billion of LightStream loans to Carlyle, expected to generate $7.2 billion in net proceeds. The deal should close in the fourth quarter and exits a non-core business, the bank said.

Truist Bank

Retail Mortgage Loan Originator

About the job

Please review the following job description:

About the company

Get referred to Truist Bank

Simplify's Take

What believers are saying

What critics are saying

What makes Truist Bank unique

Benefits

Growth & Insights and Company News

6 month growth

1 year growth

2 year growth