Originations Concierge Specialist jobs in United States
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Truist · 1 day ago

Originations Concierge Specialist

Truist Bank is seeking an Originations Concierge Specialist to manage the construction to permanent servicing portfolio and assist with timeline and process exception requests. This role serves as the single point of contact for loan officers or sales associates during the pre-close period, ensuring effective communication and relationship management with internal and external partners.

BankingFinanceFinancial Services
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H1B Sponsor Likelynote

Responsibilities

Provide oversight and governance of the servicing construction lending portfolio
Report progress and impediments to the pipeline while focusing on at risk and off track builders and clients
Assist with exception requests through inclusion of all appropriate parties (credit risk, loan officer, builder, etc..)
Identify and communicate adverse issues, trends or inefficiencies to management and other lines of business along with proposed solutions; contribute to agreed upon resolutions
Build and maintain relationships with internal and external business partners, managing expectations and accountability
All other duties as assigned

Qualification

Mortgage experienceBanking operations experienceMicrosoft Office proficiencyBanking software proficiencyResearch skillsWritten communicationOral communicationOrganizational skillsTeamworkDecision making

Required

College degree, or equivalent education and related training or experience
One to two years of mortgage, banking, banking operations, or comparable education
Proficiency with Microsoft Office suite of products to include Word and Excel

Preferred

Two or more years of retail banking, banking operations, or experience in a law firm or corporate setting
Strong research and investigation skills
Proficiency with banking software, deposit account systems, or mortgage servicing systems
Excellent written and oral communication skills
Ability to prioritize a significant volume of work with simultaneous deadlines
Strong organizational skills and attention to detail
Ability to work effectively in teams and independently and make effective decisions consistent with role and responsibilities

Benefits

Medical
Dental
Vision
Life insurance
Disability
Accidental death and dismemberment
Tax-preferred savings accounts
401k plan
No less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment
10 sick days (also prorated)
Paid holidays
Defined benefit pension plan
Restricted stock units
Deferred compensation plan

Company

Truist is the sixth-largest commercial bank in the U.S.

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 (313)
2024 (247)
2023 (288)
2022 (275)
2021 (278)
2020 (270)

Funding

Current Stage
Late Stage
Total Funding
unknown
2021-01-01Seed

Leadership Team

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Michael Maguire
Chief Financial Officer
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James Cordovana
SVP of Cloud Security Enterprise Architect
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Company data provided by crunchbase