Pre-Processing Quality Analyst

Socket.dev; Richmond (VA); Hybrid; USD 47,000 - 80,000; Full time

Job summary

Truist Financial Corporation seeks a Pre-Processing Quality Lead to provide hybrid SME support for the Pre-Processing function, ensuring continuity of coverage as capacity and staffing require. You will oversee pipeline performance, resolve loan-level inquiries, and back frontline teammates and leadership.

The role emphasizes adherence to guidelines, audits, and timely feedback to improve loan quality while mentoring staff and driving process improvements across the team.

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.

Responsibilities

• Ensure adherence to established pre-processing guidelines, controls, and 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.

Skills

Mortgage experience

Loan types knowledge

High-volume pipeline management

Mentoring or coaching

AUS, LQS, underwriting standards

Communication skills

Mortgage platforms (Empower) & MS Word

Microsoft Office

Tools

Empower

Microsoft Office

Job description

Regular or Temporary: Regular

Language Fluency: English (Required)

Work Shift: 1st shift (United States of America)

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).

Please review the following job description:

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.

ESSENTIAL DUTIES AND 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

QUALIFICATIONS

Required

1. 1. 4–6 years mortgage experience
2. 2. Strong knowledge of all loan types (Conventional, Government, Bond, Portfolio)
3. 3. Demonstrated ability to manage a high-volume pipeline (20+ loans)
4. 4. Prior experience mentoring or training people
5. 5. Advanced understanding of AUS, LQS, and underwriting standards
6. 6. Strong written and verbal communication skills, including interaction with Sales and internal leadership
7. 7. Proficiency in mortgage platforms (e.g., Empower) and Microsoft Office applications

Preferred

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

OTHER JOB REQUIREMENTS / WORKING CONDITIONS

Sitting/Standing/Walking/Bending/Lifting
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? Standing (if checked, indicate frequency)
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? Walking (if checked, indicate frequency)
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? Bending (if checked, indicate frequency)
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? Lifting (if checked, indicate pounds)
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? 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 (Must select one)
Minimal and up to 10%
The annual base salary for this position is $47,000 - $80,000

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 Truist’s generous benefit plans, please visit our Benefits site. 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. 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.

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