Retail Loan Originator Assistant

Truist Bank•Alpharetta, GA

2d•Onsite

About The Position

The position is responsible for assisting high volume Mortgage Loan Originator(s) by providing lending sales and support functions within Truist policies and procedures. This role involves engaging in activities that increase production and profitability targets, identifying opportunities to increase revenue through other Truist products and services, and maintaining a thorough knowledge of Truist Mortgage policies, procedures, and loan guidelines. The assistant must adhere to all Truist policies and procedures related to internal and external rules, regulations, and secondary market requirements, particularly those established by State and Federal law. Responsibilities include managing the receipt and timely delivery of borrower information and documentation, handling client and referral source phone calls, conducting loan pipeline reviews to ensure deadlines are met and compliance items are addressed, and assisting with marketing efforts such as referral management in the CRM, special functions planning, and preparing marketing collateral. The role also involves assisting MLO(s) with other requested work-related tasks.

Requirements

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
English (Required)

Nice To Haves

Mortgage lending experience
Bachelor's degree in Business, Marketing, Accounting, or related studies or equivalent financial sales experience

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.