Loan Originator Assistant

Truist Financial
Atlanta
Workplace: OnsiteFull timeFunction: Administration & Executive AssistanceExperience: 1+ yearsEducation: bachelorsSkills: ["Organizational skills","Communication","Customer service","Interpersonal skills","Problem-solving"]

Assist high-volume Mortgage Loan Originators with lending sales and support activities within Truist policies and procedures. Maintain knowledge of mortgage loan guidelines, coordinate timely receipt and delivery of borrower documentation, and manage client and referral calls to answer questions or route them appropriately. Conduct loan pipeline reviews to support speed-to-decision and compliance, and help with marketing efforts using CRM and related collateral.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
Truist Financial
Truist Financial
1 month ago

Loan Originator Assistant

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 3 days agoStatus: Live
Reposted: similar role first listed 1 month ago

Job Summary

Assist high-volume Mortgage Loan Originators with lending sales and support activities within Truist policies and procedures. Maintain knowledge of mortgage loan guidelines, coordinate timely receipt and delivery of borrower documentation, and manage client and referral calls to answer questions or route them appropriately. Conduct loan pipeline reviews to support speed-to-decision and compliance, and help with marketing efforts using CRM and related collateral.
Location: Atlanta
Workplace: Onsite
Employment Type: Full time
Job Function: Administration & Executive Assistance
Seniority: Entry level

Key Responsibilities

  • •Engage in activities that increase production and profitability while identifying opportunities to grow revenue through other Truist products and services.
  • •Maintain a thorough knowledge of Truist Mortgage policies, procedures, and loan guidelines.
  • •Receive and deliver borrower information and documentation that supports the mortgage loan process.
  • •Manage calls from clients and referral sources; answer questions or direct callers to the appropriate associate and help research and resolve client complaints.
  • •Conduct loan pipeline reviews to ensure speed-to-decision/close and that contractual deadlines and compliance items are addressed.
Travel: Medium travel

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid HolidaysPaid Leave

Key Requirements

  • •Typically 1+ year in a banking and/or lending environment with basic knowledge of residential property types.
  • •Ability 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.
  • •Must be SAFE Mortgage Licensing Act compliant within 30 days of employment, including new or transfer of registration and an acceptable NMLS background check.
Experience:1+ yearsBankingLendingMortgage lendingResidential real estate
Education:Bachelor's
Skills:Organizational skillsCommunicationCustomer serviceInterpersonal skillsProblem-solving
Licenses:NMLS
Certifications:SAFE Mortgage Licensing Act compliant
Languages:English
Tech Stack:Microsoft OfficeCRMNMLS

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
WebsiteLinkedIn