Loan Originator Assistant

Truist Financial; Cary (NC); On-site; USD 45,000 - 65,000; Full time

Job summary

Truist Financial is seeking a Mortgage Loan Support professional to assist Mortgage Loan Originators with lending sales and support activities. You will manage documentation, respond to client inquiries, and help ensure compliance with loan guidelines and state/federal requirements.

The role involves communication with clients and referral sources, processing loan information, and supporting marketing efforts while maintaining Truist policies.

Qualifications

• Typically 1+ year in banking and/or lending environment.

Responsibilities

• Assist Mortgage Loan Originators with lending sales and support.

Skills

Customer service

Microsoft Office

Verbal communication

Written communication

Organizational skills

Banking knowledge

NMLS compliance

Education

Bachelor's degree or equivalent

Related studies in Business/Marketing/Accounting

Tools

Microsoft Office

Job description

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)

Responsible for assisting high volume Mortgage Loan Originator(s) by providing lending sales and support functions within Truist policies and procedures.

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.

• 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.
• Responsible for the receipt and timely delivery of 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. Assist with research and solution of 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.
• Handles marketing efforts by assisting MLOs with referral management in the Customer Relationship Management (CRM), special functions planning and possible attendance, preparing/ obtaining fliers, and other marketing collateral materials.
• Assist MLO(s) with other requested work related tasks.

QUALIFICATIONS

Required 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 salesexperience

OTHER JOB REQUIREMENTS / WORKING CONDITIONS

• Sitting/Standing/Walking/Bending/Lifting
• 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
• Choose an item.
• Lifting
• 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 25%

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 Truists generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truists 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.