Full-Time

Retail Mortgage Producing Sales Manager

Confirmed live in the last 24 hours

Truist

Truist

501-1,000 employees

Platform for Registered Investment Advisors' operations

Fintech
Financial Services

Senior

Laurel, MD, USA + 4 more

More locations: North Bethesda, MD, USA | Frederick, MD, USA | Gaithersburg, MD, USA | Bethesda, MD, USA

Category
Real Estate
Real Estate Finance
Real Estate Sales
Sales & Account Management
Requirements
  • Bachelor's degree or equivalent education and related experience
  • 5+ years mortgage industry experience or experience in the financial services field
  • Manages a team of 4+ Mortgage Loan Originators
  • Strong understanding of mortgage lending, knowledgeable in all types of mortgage loans
  • Excellent verbal, written, and communication skills
  • Proven ability to recruit and retain productive, engaged teammates
  • Registered and maintains an active Truist sponsored registration in the Nationwide Mortgage Licensing System and Registry (NMLSR) and has been assigned a unique identifier number in compliance with the federal S.A.F.E. act requirements
Responsibilities
  • Responsible for achieving production goals through personal production as well as effective leadership, recruiting, retention, coaching, and developing a profitable sales team.
  • Drive sales of mortgage loans by leading, communicating, and executing on a strategic plan that includes superior relationship management of internal and external COIs and coordinating sales activities with internal Truist partners; Take an active role in business development efforts with MLO team.
  • Ensure personal and team adherence to Truist Lending policies and procedures, including government regulations, secondary market requirements, acceptable compliance and quality control audit performance.
  • Continuously improve client service quality by modeling and leading the adoption of digital client experience, technology, and managing the mortgage processes to enhance relationships with clients, COIs, and Truist teammates.
  • Champion effective partnerships between sales team and operations, as needed assist Mortgage Loan Fulfillment with client, attorney, or appraiser document follow-up as determined through quality control or post-closing review.
  • Stay up to date and knowledgeable of local real estate market conditions, mortgage product and process trends, and competitive position. Provide feedback and solutions, as needed or requested, regarding mortgage lending delivery capabilities.

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

Company Stage

Series E

Total Funding

$437.2M

Headquarters

Culver City, California

Founded

2018

Growth & Insights
Headcount

6 month growth

24%

1 year growth

37%

2 year growth

72%
Simplify Jobs

Simplify's Take

What believers are saying

  • Altruist raised $169M in Series E funding, boosting growth and innovation potential.
  • Partnerships with Orion and Kwanti enhance Altruist's platform integration and service offerings.
  • Increased demand for digital transformation in financial services aligns with Altruist's tech solutions.

What critics are saying

  • Competition from firms like Betterment and Wealthfront pressures Altruist to innovate continuously.
  • Integration with Orion and Kwanti may pose operational risks if not seamless.
  • New digital fixed-income trading could attract regulatory scrutiny if compliance is lacking.

What makes Truist unique

  • Altruist offers a simplified tech stack for RIAs, enhancing operational efficiency.
  • The platform includes commission-free trading and an automated rebalancer for cost-effective solutions.
  • Altruist's model marketplace provides personalized investment strategies, catering to diverse client needs.

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