Loan Originator Assistant

Truist

Loan Originator Assistant supporting high volume Mortgage Loan Originators with lending sales and services. Managing client communications and ensuring compliance in the mortgage loan process at Truist.

Posted 7/14/2026full-timeCary • North Carolina • 🇺🇸 United StatesJuniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in mortgage lending processes, compliance with Truist policies, and effective client communication. Proficient in managing loan pipelines and enhancing revenue through cross-selling of financial products.

Highest-signal resume keywords

Mortgage Lending ExperienceSAFE Mortgage Licensing Act ComplianceCustomer Relationship Management (CRM)Microsoft Office ProficiencyOrganizational Skills

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Mortgage Policies KnowledgeLoan Guidelines UnderstandingResidential Property Types KnowledgeLoan Pipeline ManagementDocumentation Delivery

Soft Skills

Verbal Communication SkillsWritten Communication SkillsInterpersonal SkillsCustomer Service Skills

Certifications & Qualifications

NMLS Background Check

Industry Keywords

Banking EnvironmentLending EnvironmentFinancial Sales ExperienceProduction and ProfitabilityCompliance Regulations

About the role

Key responsibilities & impact

Assisting high volume Mortgage Loan Originator(s) by providing lending sales and support functions within Truist policies and procedures
Engaging in activities that increase production and profitability while identifying opportunities to increase revenue through other Truist products and services
Maintaining a complete and thorough knowledge of Truist Mortgage policies, procedures, and loan guidelines utilized by the Bank
Complying fully with any and all Truist policies and procedures related to internal and external rules and regulations, and secondary market requirements
Responsible for timely delivery of information and documentation to and from borrowers that support the mortgage loan process
Managing phone calls from clients and referral sources, assisting with research and solution of client complaints
Conducting loan pipeline reviews to ensure client's speed-to-decision/close, contractual deadlines are met, and compliance related items are addressed
Assisting MLOs with referral management in the Customer Relationship Management (CRM), special functions planning and marketing collateral materials

Requirements

What you’ll need

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

Benefits

Comp & perks

Medical, dental, vision insurance
Life insurance
Disability insurance
Accidental death and dismemberment insurance
Tax-preferred savings accounts
401k plan
No less than 10 days of vacation
10 sick days
Paid holidays
Possible eligibility for pension plan, restricted stock units, and deferred compensation plan