Pre-Processing Quality Lead & SME - Mentor, Coach & Improve QA

Truist; Atlanta (GA); On-site; USD 47,000 - 75,000; Full time

Benefits offered by this job

Medical, dental, vision

401k plan

Paid time off

Job summary

Truist is seeking a Pre-Processing Quality Lead to provide operational coverage for the Pre-Processing Manager, acting as a hybrid SME across all aspects of Pre-Processing. You will oversee pipeline performance, resolve loan-level inquiries, and support both frontline teammates and leadership.

Typical duties include ensuring SLAs, supporting audit responses, mentoring staff, and driving process improvements to enhance efficiency and loan quality.

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 knowledge

Pipeline management

Mentoring/training

Communication skills

MS Office proficiency

Empower platform

Underwriting standards (AUS/LQS)

Tools

Empower

Microsoft Office

Job description

Truist is seeking a Pre-Processing Quality Lead to provide operational coverage for the Pre-Processing Manager, acting as a hybrid SME across all aspects of Pre-Processing. You will oversee pipeline performance, resolve loan-level inquiries, and support both frontline teammates and leadership.

Typical duties include ensuring SLAs, supporting audit responses, mentoring staff, and driving process improvements to enhance efficiency and loan quality.