Originations Concierge Specialist

Truist•Richmond, VA

6d•$45,760 - $86,230•Onsite

About The Position

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.

Requirements

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

Nice To Haves

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

Responsibilities

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.