Loan Originator Assistant

Jobtailor; Cary (NC); On-site; USD 42,000 - 64,000; Full time

Job summary

Truist is seeking a Mortgage Loan Support Specialist to assist Mortgage Loan Originators with lending sales and support within bank policies. You will help increase revenue through cross-selling Truist products, maintain deep knowledge of mortgage procedures, and ensure timely delivery of borrower information.

The role emphasizes compliance, strong client communication, and efficient management of loan pipelines and CRM referrals in a fast-paced banking environment in Cary, NC.

Qualifications

• 1+ year in banking or lending environment.
• Able to perform in a fast-paced environment.
• Strong organizational and communication skills.
• Customer service oriented.
• Proficient with Microsoft Office software.
• SAFE Mortgage Licensing Act compliant within 30 days of employment.
• Mortgage lending experience preferred.
• Bachelor's degree or equivalent financial sales experience preferred.

Responsibilities

• Assist high volume Mortgage Loan Originators with lending sales and support within Truist policies.
• Identify opportunities to increase revenue through Truist products and services.
• Maintain knowledge of Truist Mortgage policies, procedures, and loan guidelines.
• Ensure compliance with Truist policies and external rules and secondary market requirements.
• Deliver information and documentation to borrowers to support the mortgage loan process.
• Manage calls from clients and referral sources; assist with research and resolving complaints.
• Conduct loan pipeline reviews to meet speed-to-decision/close and deadlines.
• Assist MLOs with referral management in CRM and marketing collateral materials.

Skills

Banking experience

Customer service

Verbal communication

Written communication

Organizational skills

MS Office

Education

Bachelor's degree or equivalent financial sales experience

Job description

Responsibilities

• Assisting high volume Mortgage Loan Originator(s) by providing lending sales and support functions within Truist policies and procedures
• Engaging in activities that increase production and profitability while identifying opportunities to increase revenue through other Truist products and services
• Maintaining a complete and thorough knowledge of Truist Mortgage policies, procedures, and loan guidelines utilized by the Bank
• Complying fully with any and all Truist policies and procedures related to internal and external rules and regulations, and secondary market requirements
• Responsible for timely delivery of information and documentation to and from borrowers that support the mortgage loan process
• Managing phone calls from clients and referral sources, assisting with research and solution of client complaints
• Conducting loan pipeline reviews to ensure client's speed‑to‑decision/close, contractual deadlines are met, and compliance related items are addressed
• Assisting MLOs with referral management in the Customer Relationship Management (CRM), special functions planning and marketing collateral materials

Requirements

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

Core Competencies

Demonstrates expertise in mortgage lending processes, compliance with Truist policies, and effective client communication. Proficient in managing loan pipelines and enhancing revenue through cross‑selling of financial products.