Correspondent Purchase Relations Specialist II

About the role

This position involves communicating client requirements for loan purchases and post-purchase needs. Key responsibilities include maintaining relationships with lenders, underwriters, and account managers, communicating efficiently with clients, and ensuring all purchase requirements are met.

Responsibilities

• Maintain relationships with lenders, underwriters and account managers
• Communicate efficiently with clients on items required and deadlines
• Demonstrate aptitude in communicating complex concepts in an understandable manner
• Partner with lender to review condition documents to ensure all purchase requirements are met
• Maintain client pipeline ensuring all deadlines are met
• Apply pricing hits to loans when needed
• Generate reports to assist production
• Mentor and train peers in areas of relative strength
• Exercise discretion in clearing pends appropriately without the need for managerial oversight
• Review and disposition both underwriting settlement conditions and compliance conditions for non-delegated loans

Requirements

• 3+ years of experience in lending or finance, preferably in mortgage originations
• 1+ years of customer service experience
• Ability to work independently, detailed oriented and proactive
• Strong written and verbal communication skills
• Working knowledge of mortgage loan documents and/or compliance
• Ability to problem solve and research issues when needed

Qualifications

• Bachelor's Degree or equivalent education and related training
• Demonstrate proficiency in one or more of the following: Lending Space, Compliance Ease, MSP, FHA Connection, MERS
• Prior experience as processor or underwriter

Skills

Not specified

Benefits

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: Medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan. Vacation, sick days, and paid holidays are also provided. Additional benefits may vary based on position and division.

Pay

The annual base salary for this position is $45,760 - $86,230.

Schedule

Regular