Loan Support Specialist for Consumer Direct

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Regular or Temporary:

Regular

Language Fluency:  English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

\"Responsible for providing sales and marketing support to assigned Mortgage Loan Officer(s) by providing lending support functions within Truist policies and procedures.\"ESSENTIAL DUTIES AND RESPONSIBILITIES

Following is a summary of the essential functions for this job.  Other duties may be performed, both major and minor, which are not mentioned below.  Specific activities may change from time to time. 

1. Support assigned Mortgage Loan Originator(s) (MLOs) by engaging in activities that help the Retail Mortgage team meet production, referral, revenue and profitability goals.

2. Support MLO by maintaining a complete and thorough knowledge of Truist Mortgage policies and procedures as well as loan guidelines utilized by the Bank.

3. Adhere to and comply fully with any and all Truist policies and procedures related to internal and external rules and regulations, particularly those established by State and Federal law.

4. Manage the receipt and timely delivery of information and documentation to and from borrowers that support the mortgage loan process.

5. Field 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.

6. Assist MLO by reviewing loan pipelines to ensure client\'s speed-to-decision/close, contractual deadlines are met, and all compliance related items are addressed.

7. Support mortgage sales efforts by assisting MLOs with referral management in the Customer Relationship Management (CRM), trade show planning and execution, preparing/ obtaining fliers, and other marketing collateral materials. * This applies to Retail support only

8. Based on market need, this role could include specialized tasks.

QUALIFICATIONS

Required Qualifications:

The requirements listed below are representative of the knowledge, skill and/or ability required.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

1.   2+ years in banking and/or lending environment

2.   Able to perform at a high level in a fast pace environment 

3.   Solid organizational, verbal and written communication skills

4.   Good interpersonal, and customer service skills

5.   Demonstrated proficiency in basic computer applications, such as Microsoft Office software products

6.   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

Preferred Qualifications:

1. Mortgage lending experience

2. Bachelor\'s degree in Business, Marketing, Accounting, or related studies or equivalent financial sales experience 

OTHER JOB REQUIREMENTS / WORKING CONDITIONS

Sitting/Standing/Walking/Bending/Lifting

?      Sitting (if checked, indicate frequency)

                           Constantly (More than 50% of the time)

?       Standing (if checked, indicate frequency)

                           Occasionally (Less than 25% of the time)

?      Walking (if checked, indicate frequency)

                        Occasionally (Less than 25% of the time)    

?      Bending (if checked, indicate frequency)

                        Choose an item.

?      Lifting (if checked, indicate pounds)

                           Up to 25 lbs.

?   Visual / Audio / Speaking

Able to access and interpret client information received from the computer and able to hear and speak with individuals in person and on the phone.

?   Manual Dexterity / Keyboarding

Able to work standard office equipment, including PC keyboard and mouse, copy/fax machines, and printers.

?   Availability

Able to work all hours scheduled, including overtime as directed by manager/supervisor and required by business need.

?   Travel

Minimal and up to 10%

Truist supports a diverse workforce and is an Equal Opportunity Employer who does not discriminate against individuals on the basis of race, gender, color, religion, national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. Drug Free Workplace.

Thank you for your interest in Truist! BB&T and SunTrust have come together in a transformational merger of equals to create Truist, the premier financial organization in the country. You may notice references to our legacy company names, BB&T and SunTrust, in places throughout this site. All such references should be understood to refer to Truist moving forward while we continue to transition to the Truist name.