Full-Time

Retail Community Mortgage Specialist

Confirmed live in the last 24 hours

Truist

Truist

501-1,000 employees

Platform for Registered Investment Advisors' operations

Fintech
Financial Services

Junior, Mid

Durham, NC, USA

Category
Real Estate
Real Estate Finance
Required Skills
Marketing
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
  • Bachelor's degree in Business, Marketing, or related studies (Preferred)
  • Solid knowledge of market area (Preferred)
  • Three or more years of experience in mortgage lending sales or equivalent (Preferred)
  • Previous sales awards and leadership positions (Preferred)
Responsibilities
  • 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.
  • 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.

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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