Loan Originator Assistant

Responsible for

• Take an active role engaging in activities that increase production, and profitability targets while identifying opportunities to increase revenue through other Truist product and services.
• Maintain a complete and thorough knowledge of Truist Mortgage policies and procedures as well as loan guidelines utilized by the Bank.
• Adhere to and comply fully with any and all Truist policies and procedures related to internal and external rules and regulations, and secondary market requirements particularly those established by State and Federal law.
• Receive and deliver information and documentation to and from borrowers that support the mortgage loan process.
• Manage phone calls from clients and referral sources and answer questions, or direct caller to appropriate associate based on need.
• Aid in resolving client complaints.
• Conduct loan pipeline reviews to ensure client's speed-to-decision/close, contractual deadlines are met, and all compliance related items are addressed.
• Assist MLOs with referral management in the Customer Relationship Management (CRM), special functions planning, and possible attendance, prepare/obtain fliers, and other marketing collateral materials.
• Assist MLO(s) with other requested work related tasks.

  Qualifications

  • 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 Qualifications

  • Mortgage lending experience.
  • Bachelor's degree in Business, Marketing, Accounting, or related studies or equivalent financial sales experience.

  Other Job Requirements / Working Conditions

  • Sitting Constantly (More than 50% of the time)
  • Standing Occasionally (Less than 25% of the time)
  • Walking Occasionally (Less than 25% of the time)
  • Bending

  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.

  Dependent 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.