Loan Originator Assistant

Role Overview

• Assisting high volume Mortgage Loan Originator(s) by providing lending sales and support functions within Truist policies and procedures
• Engaging in activities that increase production and profitability while identifying opportunities to increase revenue through other Truist products and services
• Maintaining a complete and thorough knowledge of Truist Mortgage policies, procedures, and loan guidelines utilized by the Bank
• Complying fully with any and all Truist policies and procedures related to internal and external rules and regulations, and secondary market requirements
• Responsible for timely delivery of information and documentation to and from borrowers that support the mortgage loan process
• Managing phone calls from clients and referral sources, assisting with research and solution of client complaints
• Conducting loan pipeline reviews to ensure client's speed-to-decision/close, contractual deadlines are met, and compliance related items are addressed
• Assisting MLOs with referral management in the Customer Relationship Management (CRM), special functions planning and marketing collateral materials

Requirements

• Typically 1+ year in banking and/or lending environment with basic knowledge of residential property types
• Able to perform at a high level in a fast pace environment
• Solid organizational, verbal and written communication skills
• Good interpersonal and customer service skills
• Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
• Must be SAFE Mortgage Licensing Act compliant within 30 days of employment in this role including new or transfer of registration and acceptable NMLS background check
• Preferred: Mortgage lending experience
• Preferred: Bachelor's degree in Business, Marketing, Accounting, or related studies or equivalent financial sales experience

Benefits

• Medical, dental, vision insurance
• Life insurance
• Disability insurance
• Accidental death and dismemberment insurance
• Tax-preferred savings accounts
• 401k plan
• No less than 10 days of vacation
• 10 sick days
• Paid holidays
• Possible eligibility for pension plan, restricted stock units, and deferred compensation plan