Truist ยท 4 hours ago
Retail Mortgage Loan Originator Assistant
McLean, VA
Full-time
Onsite
Entry Level
1+ years expTruist Bank is seeking a Retail Mortgage Loan Originator Assistant to provide lending sales and support functions. The role involves assisting Mortgage Loan Originators by managing client communications, ensuring compliance with mortgage policies, and conducting loan pipeline reviews.
BankingFinanceFinancial Services
Responsibilities
Take an active role engaging in activities that increase production, and profitability targets while identifying opportunities to increase revenue through other Truist product and services
Maintain a complete and thorough knowledge of Truist Mortgage policies and procedures as well as loan guidelines utilized by the Bank
Adhere to and comply fully with any and all Truist policies and procedures related to internal and external rules and regulations, and secondary market requirements particularly those established by State and Federal law
Responsible for the receipt and timely delivery of information and documentation to and from borrowers that support the mortgage loan process
Manage 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
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
Assist MLO(s) with other requested work related tasks
Qualification
Required
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
Bachelor's degree in Business, Marketing, Accounting, or related studies or equivalent financial sales experience
Benefits
Medical
Dental
Vision
Life insurance
Disability
Accidental death and dismemberment
Tax-preferred savings accounts
401k plan
10 days of vacation
10 sick days
Paid holidays
Defined benefit pension plan
Restricted stock units
Deferred compensation plan
Company
Truist
Truist is the sixth-largest commercial bank in the U.S.
10001+ employees
H1B Sponsorship
Truist has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (235)
2024 (248)
2023 (288)
2022 (275)
2021 (278)
2020 (270)
Funding
Current Stage
Late StageTotal Funding
unknown2021-01-01Seed
Leadership Team
Michael Maguire
Chief Financial Officer
James Cordovana
SVP of Cloud Security Enterprise Architect
Recent News
2025-12-18
2025-12-16
Company data provided by crunchbase