TN Visa Mortgage Specialist Jobs
Mortgage Specialist roles qualify for TN visa sponsorship under the USMCA treaty's economist and financial analyst categories. Canadian citizens can apply at the border or a U.S. consulate without a lottery or cap. Mexican nationals require a consular appointment. Your degree in finance, economics, or a related field is the foundation of a clean TN filing.
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INTRODUCTION
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.
Need Help?
If you have a disability and need assistance with the application, you can request a reasonable 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.
-
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.
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.
-
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
-
Additional incentive pay is available for this position.
-
The annual base salary for this position is $50,000 - $60,000.
Preferred Qualifications:
-
Bachelor's degree in Business, Marketing, or related studies
-
Solid knowledge of market area
-
Three or more years of experience in mortgage lending sales or equivalent
-
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 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

INTRODUCTION
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.
Need Help?
If you have a disability and need assistance with the application, you can request a reasonable 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.
-
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.
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.
-
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
-
Additional incentive pay is available for this position.
-
The annual base salary for this position is $50,000 - $60,000.
Preferred Qualifications:
-
Bachelor's degree in Business, Marketing, or related studies
-
Solid knowledge of market area
-
Three or more years of experience in mortgage lending sales or equivalent
-
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 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
See all 11+ Mortgage Specialist jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new Mortgage Specialist roles.
Get Access To All JobsTips for Finding TN Visa Sponsorship as a Mortgage Specialist
Align your credentials to TN categories
Mortgage Specialist roles typically qualify under the Economist or Financial Analyst TN category. Your degree must be in economics, finance, or a closely related field. A general business degree without a finance concentration can trigger a TN refusal at the port of entry.
Target lenders experienced with visa sponsorship
Focus on federally chartered banks, credit unions, and mortgage companies that have recent visa sponsorship experience. These employers have HR teams familiar with work visa documentation and can draft the support letter that U.S. border officials and consulate officers expect to review during your TN application process.
Verify your state licensing requirements before applying
Most states require a Mortgage Loan Originator license through the Nationwide Multistate Licensing System. Confirm your provincial credentials transfer or plan your NMLS pre-licensing coursework before you accept an offer, since you cannot originate loans without it.
Use Migrate Mate to find employers who sponsor TN visas
Searching broadly wastes time on employers unfamiliar with TN requirements. Migrate Mate filters Mortgage Specialist roles by TN visa sponsorship history so you can focus your applications on employers already set up to hire Canadian and Mexican professionals.
Prepare a role-specific employer support letter
The employer support letter must describe your duties in terms that match the qualifying TN category, your degree field, and the specialty occupation definition. Generic offer letters citing only title and salary are the most common reason TN applications for financial roles are questioned at the border.
Understand how Mexican TN processing differs from Canadian
Canadian citizens can present their TN application directly at a U.S. port of entry. Mexican nationals must schedule a consulate appointment, which adds weeks to your timeline. Factor that gap into your start date negotiation so your employer isn't waiting on a delayed filing.
Mortgage Specialist jobs are hiring across the US. Find yours.
Find Mortgage Specialist JobsMortgage Specialist TN Visa: Frequently Asked Questions
Does a Mortgage Specialist role qualify for a TN visa?
Yes, but the qualifying category depends on how the role is structured. Mortgage Specialist positions typically qualify under the Economist or Financial Analyst TN category. The key is that your job duties must involve financial analysis, market research, or advisory work, and your degree must be in a directly related field like finance or economics. A sales-only mortgage role with no analytical component is harder to defend.
How does TN compare to H-1B for Mortgage Specialist roles?
TN is faster and more predictable for this role. There is no annual lottery, no cap for Canadians, and no multi-month wait for USCIS adjudication. Canadian citizens can receive TN status at a port of entry the same day. H-1B requires lottery selection in April, then an October start date at the earliest. For most Mortgage Specialists, TN is the cleaner path if you hold Canadian or Mexican citizenship.
What documents does my employer need to prepare for my TN application?
Your employer must provide a support letter on company letterhead that specifies your job title, a description of duties that aligns with the qualifying TN category, your anticipated salary, and the duration of employment. You also need your original degree transcripts or diploma. If your degree is from outside the U.S. or Canada, a credential evaluation from a recognized service strengthens the application.
How do I find Mortgage Specialist jobs that offer TN visa sponsorship?
Standard job boards don't filter by visa sponsorship type, which means you'll spend most of your time on employers who don't understand TN requirements. Migrate Mate is built specifically for TN visa job seekers and surfaces Mortgage Specialist roles from employers with a history of sponsoring cross-border professionals, so you can apply where it actually makes sense.
Can I switch Mortgage Specialist employers while on TN status?
Yes, but you must obtain a new TN authorization before starting with the new employer. Your TN status is tied to the specific employer named in your original application. Canadian citizens can present a new TN application at a port of entry with a fresh support letter from the new employer. Mexican nationals need to return to a U.S. consulate for a new visa stamp before beginning the new role.
See which Mortgage Specialist employers are hiring and sponsoring visas right now.
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