Retail Loan Originator Assistant

Truist Bank

United States of America
On-site
Assist with loan pipeline reviews
Manage client calls and inquiries
Handle marketing collateral materials
Truist Bank is seeking a Retail Loan Originator Assistant to support Mortgage Loan Originators in achieving sales and operational goals. The role requires a background in banking or lending, strong communication skills, and proficiency in Microsoft Office applications

Job Summary

  • Responsible for assisting high volume Mortgage Loan Originator(s) by providing lending sales and support functions within Truist policies and procedures.
  • 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.

Matching Summary

Match Score: 75

Truist Bank is seeking a Retail Loan Originator Assistant to support Mortgage Loan Originators in achieving sales and operational goals. The role requires a background in banking or lending, strong communication skills, and proficiency in Microsoft Office applications.

Skills & Requirements

Must-have

  • Assist with loan pipeline reviews
  • Manage client calls and inquiries
  • Handle marketing collateral materials
  • Maintain knowledge of loan guidelines

Nice-to-have

  • Increase production and profitability targets
  • Identify cross-selling opportunities
  • Research and solve client complaints

Key Requirements

  • 1+ year in banking and/or lending environment
  • Basic knowledge of residential property types
  • Proficiency in basic computer applications
  • SAFE Mortgage Licensing Act compliant within 30 days

Work Rights

Not specified

Tailored Resume

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