Truist Financial

2 weeks ago

Loan Originator Assistant

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 19 hours agoStatus: Live

Job Summary

Assist high-volume Mortgage Loan Originators by providing lending sales and support within Truist mortgage policies and procedures. Handle borrower documentation intake and delivery, manage phone calls from clients and referral sources, and support research and complaint resolution. Conduct loan pipeline reviews to meet speed-to-decision/close and compliance deadlines. Assist with marketing efforts through CRM referral management and preparation of referral/marketing collateral.

Location: Raleigh

Workplace: Onsite

Employment Type: Full time · Permanent

Job Function: Administration & Executive Assistance

Seniority: Entry level

Key Responsibilities

•Increase production and profitability by identifying opportunities to grow revenue through Truist products and services.
•Maintain thorough knowledge of Truist mortgage policies, procedures, and loan guidelines.
•Adhere to Truist policies and all relevant rules and regulations, including secondary market requirements under state and federal law.
•Receive and deliver borrower information and documentation to support the mortgage loan process.
•Manage calls and conduct loan pipeline reviews to ensure timely decisions/close and that compliance items are addressed.

Travel: Medium travel

Pay and Benefits

Perks:Health InsuranceDentalVision401kPaid Leave

Key Requirements

•Typically 1+ year in a banking and/or lending environment with basic knowledge of residential property types.
•Must be SAFE Mortgage Licensing Act compliant within 30 days of employment, including new or transfer of registration and an acceptable NMLS background check.
•Able to perform at a high level in a fast-paced environment.
•Solid organizational, verbal, and written communication skills with good interpersonal and customer service skills.
•Demonstrated proficiency in basic computer applications, such as Microsoft Office software products.

Experience:1+ yearsBankingLending

Education:

Skills:Organizational skillsCommunicationInterpersonal skillsCustomer serviceResearch

Licenses:SAFE Mortgage Licensing ActNMLS

Languages:English

Tech Stack:Microsoft OfficeCRM

Company Brief

Truist Financial

Provides consumer and commercial banking, wealth management, insurance, lending, and payments services through a large U.S. financial services platform formed by the merger of BB&T and SunTrust.

Industry: Banking

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: Charlotte, United States

Founded: 2019

Website LinkedIn

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Truist Financial

2 weeks ago

Loan Originator Assistant

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 19 hours agoStatus: Live

Job Summary

Location: Raleigh

Workplace: Onsite

Employment Type: Full time · Permanent

Job Function: Administration & Executive Assistance

Seniority: Entry level

Key Responsibilities

•Increase production and profitability by identifying opportunities to grow revenue through Truist products and services.
•Maintain thorough knowledge of Truist mortgage policies, procedures, and loan guidelines.
•Adhere to Truist policies and all relevant rules and regulations, including secondary market requirements under state and federal law.
•Receive and deliver borrower information and documentation to support the mortgage loan process.
•Manage calls and conduct loan pipeline reviews to ensure timely decisions/close and that compliance items are addressed.

Travel: Medium travel

Pay and Benefits

Perks:Health InsuranceDentalVision401kPaid Leave

Key Requirements

•Typically 1+ year in a banking and/or lending environment with basic knowledge of residential property types.
•Must be SAFE Mortgage Licensing Act compliant within 30 days of employment, including new or transfer of registration and an acceptable NMLS background check.
•Able to perform at a high level in a fast-paced environment.
•Solid organizational, verbal, and written communication skills with good interpersonal and customer service skills.
•Demonstrated proficiency in basic computer applications, such as Microsoft Office software products.

Experience:1+ yearsBankingLending

Education:

Skills:Organizational skillsCommunicationInterpersonal skillsCustomer serviceResearch

Licenses:SAFE Mortgage Licensing ActNMLS

Languages:English

Tech Stack:Microsoft OfficeCRM

Company Brief

Truist Financial

Provides consumer and commercial banking, wealth management, insurance, lending, and payments services through a large U.S. financial services platform formed by the merger of BB&T and SunTrust.

Industry: Banking

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: Charlotte, United States

Founded: 2019

Website LinkedIn