Originations Concierge Specialist
Listed on 2026-07-10
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Finance & Banking
Banking Operations, Loan Servicing, Banking & Finance
Job Title
Responsible for effectively managing the construction to permanent servicing portfolio and assisting with timeline and process exception requests. Acts as the single point of contact with loan officers or sales associates during the pre-close period of the process.
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.
Provide oversight and governance of the servicing construction lending portfolio. Report progress and impediments to the pipeline while focusing on at risk and off track builders and clients Assist with exception requests through inclusion of all appropriate parties (credit risk, loan officer, builder, etc..) Identify and communicate adverse issues, trends or inefficiencies to management and other lines of business along with proposed solutions;
contribute to agreed upon resolutions. Build and maintain relationships with internal and external business partners, managing expectations and accountability All other duties as assigned.
Qualifications
Required Qualifications:
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
• College degree, or equivalent education and related training or experience
• One to two years of mortgage, banking, banking operations, or comparable education
• Proficiency with Microsoft Office suite of products to include Word and Excel
Preferred Qualifications:
• Two or more years of retail banking, banking operations, or experience in a law firm or corporate setting
• Strong research and investigation skills
• Proficiency with banking software, deposit account systems, or mortgage servicing systems
• Excellent written and oral communication skills
• Ability to prioritize a significant volume of work with simultaneous deadlines
• Strong organizational skills and attention to detail
• Ability to work effectively in teams and independently and make effective decisions consistent with role and responsibilities
The annual base salary for this position is $45,760.00 -$86,230.00.
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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