Loan Originator Assistant

Job Title

Responsible for assisting high volume Mortgage Loan Originator(s) by providing lending sales and support functions within Truist policies and procedures.

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.

1. Take an active role engaging in activities that increase production, and profitability targets while identifying opportunities to increase revenue through other Truist product and services.
2. Maintain a complete and thorough knowledge of Truist Mortgage policies and procedures as well as loan guidelines utilized by the Bank.
3. Adhere to and comply fully with any and all Truist policies and procedures related to internal and external rules and regulations, and secondary market requirements particularly those established by State and Federal law.
4. Responsible for the receipt and timely delivery of information and documentation to and from borrowers that support the mortgage loan process.
5. Manage phone calls from clients and referral sources and answer questions, or direct caller to appropriate associate based on need. Assist with research and solution of client complaints.
6. Conduct loan pipeline reviews to ensure client's speed-to-decision/close, contractual deadlines are met, and all compliance related items are addressed.
7. Handles marketing efforts by assisting MLOs with referral management in the Customer Relationship Management (CRM), special functions planning and possible attendance, preparing/ obtaining fliers, and other marketing collateral materials.
8. Assist MLO(s) with other requested work related tasks.

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.

• 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

Other Job Requirements / Working Conditions

Sitting/Standing/Walking/Bending/Lifting

• Sitting Constantly (More than 50% of the time)
• Standing Occasionally (Less than 25% of the time)
• Walking Occasionally (Less than 25% of the time)
• Bending Choose an item.
• Lifting Up to 25 lbs.

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

• Up to 25%