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Retail Mortgage Sales Support Team Lead

Truist
United Statesfull_timeVerifiedPosted 30 Jan 2025

About the role

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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:

Coach, train, and manage a team of Mortgage support staff. Support staff could consist of Mortgage Loan Originator Assistants and Loan Support Specialists as direct reports. Responsible for providing sales and marketing support to assigned Mortgage Loan Originator(s) (MLOs) 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.   Assist with hiring, training, coaching and meeting other Human Resources requirements for direct reports,
      including, but not limited to setting goals and objectives, evaluating performance and development and  
      time approvals.
2.   Responsible for managing daily activities and workflow management of the Mortgage LOA and Loan Support Specialists and other direct reports to ensure effective and efficient coverage of loan file set up needs.  
3.   Monitor and evaluate pipelines from time of application to ensure compliance and timely action 
      by MLOs ensuring internal service level agreements (SLAs) are achieved.
4.   Ensure that sales file submission quality and timeliness standards are met.
5.   Assist Mortgage Loan Fulfillment with client, attorney, or appraiser document follow-up as determined
      through quality control or post-closing review.
6.   Support direct reports by maintaining  a complete and thorough knowledge of  the Mortgage Strategies,
      Policies and Procedures, as well as secondary market investor's guidelines utilized by Truist. 
7.   Responsible for management and execution of initiatives, strategies and directives that support the      
      Division.
8.   Fulfill Loan Support Specialist duties and act as an individual contributor/or coach based on
      span of control and need.
9.   Role may require up to 50% travel if supporting retail divisions, and up to 10% travel if supporting direct 
      channel.
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.   Bachelor's degree or equivalent education and related experience
2    3+ years mortgage industry experience with increasing responsibilities
3.   Typically manages a team of 4+ direct reports
4.   Handles complex job duties/responsibilities and special projects independently
5.   May be responsible for training entry-level employees
6.   Demonstrated proficiency in relevant computer applications
7.   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 checkPreferred Qualifications:
1. Proficiency in mortgage operations and administration
2. Management or supervisory experienceOTHER JOB REQUIREMENTS / WORKING CONDITIONSSitting/Standing/Walking/Bending/Lifting
?      Sitting (if checked, indicate frequency)
                           Frequently (25% - 50% of the time)
?       Standing (if checked, indicate frequency)<

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Company

Truist

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