Sales Support Team Lead

The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.

Need Help?

If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response).

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.

• 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.

• 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.
• Monitor and evaluate pipelines from time of application to ensure compliance and timely action
  
  
  

by MLOs ensuring internal service level agreements (SLAs) are achieved.

• Ensure that sales file submission quality and timeliness standards are met.
• Assist Mortgage Loan Fulfillment with client, attorney, or appraiser document follow-up as determined
  
  
  

through quality control or post-closing review.

• 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.

• Responsible for management and execution of initiatives, strategies and directives that support the
  
  
  

Division.

• Fulfill Loan Support Specialist duties and act as an individual contributor/or coach based on
  
  
  

span of control and need.

• 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.

• Bachelor's degree or equivalent education and related experience
  
  
  

2 3 years mortgage industry experience with increasing responsibilities

• Typically manages a team of 4 direct reports
• Handles complex job duties/responsibilities and special projects independently
• May be responsible for training entry-level employees
• Demonstrated proficiency in relevant computer applications
• 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 Qualifications:

• Proficiency in mortgage operations and administration
• Management or supervisory experience
  
  
  

Other Job Requirements / Working Conditions

Sitting/Standing/Walking/Bending/Lifting

• Sitting (if checked, indicate frequency)
  
  
  

Frequently (25% - 50% of the time)

• Standing (if checked, indicate frequency)
  
  
  

Frequently (25% - 50% of the time)

• Walking (if checked, indicate frequency)
  
  
  

Frequently (25% - 50% of the time)

• Bending (if checked, indicate frequency)
  
  
  

Choose an item.

• Lifting (if checked, indicate pounds)
  
  
  

Up to 25 lbs.

• Visual / Audio / Speaking
  
  
  

Able to access and interpret client information received from the computer and able to hear and speak with individuals in person and on the phone.

• Manual Dexterity / Keyboarding
  
  
  

Able to work standard office equipment, including PC keyboard and mouse, copy/fax machines, and printers.

• Availability
  
  
  

Able to work all hours scheduled, including overtime as directed by manager/supervisor and required by business need.

• Travel
  
  
  

Up to 75%

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: 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. For more details on Truist’s generous benefit plans, please visit our Benefits site. 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. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.

EEO is the Law E-Verify IER Right to Work