Retail Community Mortgage Specialist
Company: Truist Bank
Location: Fort Worth
Posted on: April 1, 2026
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Job Description:
The position is described below. If you want to apply, click the
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accommodation. Send an email to Accessibility (accommodation
requests only; other inquiries won't receive a response). Regular
or Temporary: Regular Language Fluency: English (Required) Work
Shift: 1st shift (United States of America) Please review the
following job description: Serve as Truist Mortgage 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.
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. 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. 2. 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. 3. 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. 4. 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. 5.
Maintain a complete and thorough knowledge of the Mortgage
Strategies, Policies and Procedures, as well as secondary market
investor's guidelines utilized by Truist. 6. 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. 7. 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. 2 years in residential mortgage lending
sales or equivalent mortgage experience with government or private
non-profit housing agency 2. Working knowledge of the Mortgage
Lending Process 3. Excellent verbal, written, and communication
skills 4. Possesses solid interpersonal skills 5. Demonstrated
proficiency in relevant computer applications 6. 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, or
related studies 2. Solid knowledge of market area 3. Three or more
years of experience in mortgage lending sales or equivalent 4.
Previous sales awards and leadership positions. OTHER JOB
REQUIREMENTS / WORKING CONDITIONS
Sitting/Standing/Walking/Bending/Lifting Sitting (if checked,
indicate frequency) Frequently (25% - 50% of the time) Standing (if
checked, indicate frequency) Frequently (25% - 50% of the time)
Walking (if checked, indicate frequency) Frequently (25% - 50% of
the time) Bending (if checked, indicate frequency) Choose an item.
Lifting (if checked, indicate pounds) 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 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
Keywords: Truist Bank, Lewisville , Retail Community Mortgage Specialist, Accounting, Auditing , Fort Worth, Texas