Pre-Processing Quality Analyst

Truist Financial; Richmond (VA); Hybrid; USD 47,000 - 80,000; Full time

Job summary

Truist Financial seeks a Pre-Processing Quality Lead to provide operational coverage for the Pre-Processing Manager. This hybrid SME oversees pipeline performance, resolves loan inquiries, and supports frontline teammates and leadership.

You will guide staff, manage a reduced yet complex loan portfolio, escalate when needed, and drive process improvements to ensure high-quality submissions and timely outcomes. Strong mortgage background required.

Qualifications

• 46 years mortgage experience
• Knowledge of Conventional, Government, Bond, Portfolio loans
• Ability to manage a high-volume loan pipeline (20+ loans)
• Mentoring or training experience
• Advanced understanding of AUS, LQS, and underwriting standards
• Strong written and verbal communication with leadership

Responsibilities

• Ensure adherence to pre-processing guidelines, controls, and SLAs
• Support audit responses (e.g., TAS, Governance, QC findings)
• Assist in policy, procedure, and system updates
• Perform file reviews and audits for quality and compliance
• Support resolution of Sales disputes and escalations
• Provide guidance and coaching to Pre-Processing staff
• Act as escalation point for complex loan issues
• Deliver real-time feedback to improve loan quality
• Assist onboarding and development of team members
• Identify recurring issues and suggest process improvements

Skills

Mortgage experience

High-volume pipeline management

Mentoring / training experience

AUS, LQS, underwriting standards

Strong communication

Empower usage

Tools

Empower

Microsoft Office

Job description

Please review the following job description:

Regular or Temporary: Regular

Language Fluency: English (Required)

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

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

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.

• 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:

• 46 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:

• 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

OTHER JOB REQUIREMENTS / WORKING CONDITIONS

• Sitting/Standing/Walking/Bending/Lifting


• Sitting (if checked, indicate frequency)


• Choose an item.


• Standing (if checked, indicate frequency)


• Choose an item.


• Walking (if checked, indicate frequency)


• Choose an item.


• Bending (if checked, indicate frequency)


• Choose an item.


• Lifting (if checked, indicate pounds)


• Choose an item.


• 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 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.

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