Pre-Processing Quality Analyst

About the role

The Pre-Processing Quality Lead provides operational coverage for the Pre-Processing Manager as needed, ensuring continuity of support aligned with capacity and staffing requirements. This role functions as a hybrid Subject Matter Expert (SME) across all aspects of Pre-Processing, overseeing pipeline performance, resolving loan-level inquiries, and supporting both frontline teammates and leadership.

Responsibilities

• Ensure adherence to established pre-processing guidelines, controls, and service level agreements (SLAs)
• Partner with the Pre-Processing Manager to support audit responses (e.g., TAS, Governance, QC findings)
• Assist in the implementation of updates to policies, procedures, and systems
• Perform file reviews and audits to ensure quality assurance and compliance
• Support resolution of Sales disputes, escalations, and exception scenarios
• Reinforce consistent and professional communication standards across the team
• Provide clear and actionable feedback to Loan Officers regarding missing documentation and identified errors
• Maintain a reduced but complex personal loan pipeline (e.g., escalations, high-risk or exception loans)
• Provide guidance, direction, and coaching to Pre-Processing staff
• Serve as the primary escalation point for complex loan issues and scenarios
• Deliver real-time feedback to improve loan quality submissions, with awareness of downstream impacts and overall process flow
• Support onboarding of new hires and development/upskilling of existing team members
• Identify recurring issues and recommend process improvements to enhance efficiency and quality

Requirements

• Regular or Temporary: Regular
• Language Fluency: English (Required)
• Travel: Minimal and up to 10%
• Availability: Able to work all hours scheduled, including overtime as directed by manager/supervisor and required by business need.

Qualifications

• 4–6 years mortgage experience
• Strong knowledge of all loan types (Conventional, Government, Bond, Portfolio)
• Demonstrated ability to manage a high-volume pipeline (20+ loans)
• Prior experience mentoring or training people
• Advanced understanding of AUS, LQS, and underwriting standards
• Strong written and verbal communication skills, including interaction with Sales and internal leadership
• Proficiency in mortgage platforms (e.g., Empower) and Microsoft Office applications

Preferred Qualifications

• Prior experience in leadership or a team lead capacity
• Experience collaborating with offshore or vendor teams
• Exposure to quality control audits, risk controls, or governance processes
• Involvement in contributing to process improvement initiatives or project

Benefits

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