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Originations & Concierge Specialist
About the position
Responsible for effectively managing the construction to permanent servicing portfolio and assisting with timeline and process exception requests. Acts as the single point of contact with loan officers or sales associates during the pre-close period of the process. For the right skill set, this position could be remote. Otherwise, there is a 5 day in-office expectation.
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.
Requirements
- 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
Nice-to-haves
- 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
- All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position.
- Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates.
- Teammates also receive 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, along with 10 sick days (also prorated), and paid holidays.
- Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan.
