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

• 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.
• Maintain a complete and thorough knowledge of Truist Mortgage policies and procedures as well as loan guidelines utilized by the Bank.
• 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.
• Responsible for the receipt and timely delivery of information and documentation to and from borrowers that support the mortgage loan process.
• 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.
• Conduct loan pipeline reviews to ensure client's speed-to-decision / close, contractual deadlines are met, and all compliance related items are addressed.
• 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.
• Assist MLO(s) with other requested work related tasks.

Qualifications

Required Qualifications :

Preferred Qualifications :

Other Job Requirements / Working Conditions

Sitting / Standing / Walking / Bending / Lifting

Visual / Audio / Speaking

Manual Dexterity / Keyboarding

Availability

Travel