Loan Originator Assistant

Truist Wealth; Cary (NC); On-site; USD 45,000 - 60,000; Full time

Job summary

Truist Wealth in Cary, NC is seeking an associate to assist Mortgage Loan Originators by providing lending sales and support within Truist policies. The role emphasizes processing, client communications, and document delivery to support timely closings.

The position requires a minimum of 1+ year in banking or lending, strong communication skills, and SAFE mortgage licensing within 30 days. A fast-paced environment and a team-oriented culture are highlighted.

Qualifications

• Typically 1+ year in banking and/or lending with knowledge of residential property types.
• Ability to perform at a high level in a fast-paced environment.
• Strong organizational, verbal and written communication skills.
• Customer service oriented with good interpersonal skills.
• Must be SAFE Mortgage Licensing Act compliant within 30 days of employment.

Responsibilities

• Increase production and profitability by identifying revenue opportunities.
• Maintain knowledge of Truist Mortgage policies and loan guidelines.
• Ensure compliance with internal policies and regulatory requirements.
• Receive and timely deliver loan information and documents from borrowers.
• Manage calls from clients and referrals; assist with inquiries and research.
• Conduct loan pipeline reviews to meet speed-to-decision/close deadlines.
• Assist MLOs with marketing, CRM tasks, and collateral materials.
• Support MLOs with additional tasks as requested.

Skills

Communication

Organization

Customer Service

Interpersonal Skills

MS Office

NMLS compliance

Education

Bachelor's degree or equivalent experience

Job description

Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America)

Please review the following job description:

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.

• 1. 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.
• 2. Maintain a complete and thorough knowledge of Truist Mortgage policies and procedures as well as loan guidelines utilized by the Bank.
• 3. 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.
• 4. Responsible for the receipt and timely delivery of information and documentation to and from borrowers that support the mortgage loan process.
• 5. 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.
• 6. Conduct loan pipeline reviews to ensure client's speed-to-decision/close, contractual deadlines are met, and all compliance related items are addressed.
• 7. 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.
• 8. Assist MLO(s) with other requested work related tasks.

QUALIFICATIONS

Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• 1. Typically 1+ year in banking and/or lending environment with basic knowledge of residential property types
• 2. Able to perform at a high level in a fast pace environment
• 3. Solid organizational, verbal and written communication skills
• 4. Good interpersonal, and customer service skills
• 5. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
• 6. 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

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

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.
• Depending 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.

For more details on Truist’s generous benefit plans, please visit our Benefits site.

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. EEO is the Law E-Verify IER Right to Work About Truist Truist is a purpose-driven financial services company, formed by the historic merger of equals of BB&T and SunTrust. We serve clients in a number of high-growth markets in the country, offering a wide range of financial services. At Truist, our purpose is to inspire and build better lives and communities. That happens through real care to make things better. To meet client needs, to empower teammates, and to lift up communities. Learn more about Truist on truist.com.