Loan Originator Assistant

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

• 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

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.