Loan Origination Specialist

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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:

The Wholesale Credit Delivery Middle Office Team provides ongoing support to the credit delivery origination and underwriting process by analyzing and summarizing client and transaction information, populating applicable loan origination system(s) and submitting finalized credit packages for approval. The team supports the loan closing process by gathering documentation required for closing, coordinating loan closings with the closing team and ensuring the proper booking of all facilities on the loan system. The team is responsible for accurate and timely setup of all client credit files, ongoing updates and annual credit file certifications. The team also identifies new and recurring risks related to the origination, closing, booking and funding of Wholesale Credit Delivery credit products.

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.    Performs activities and manages communication with appropriate internal teammates (Portfolio Managers, Relationship Managers, Final Approving Officers, Loan Ops, etc.) to ensure consistent application of Wholesale Credit Delivery procedures and processes and compliance with applicable bank policies and regulatory requirements.
2.    Works closely with Portfolio Managers to gather and review required documentation (underwriting, legal, regulatory etc.) necessary to complete a credit work package for submission for credit approval in nCino.
3.    Simultaneously supports multiple transactions at different points in the deal flow process.
4.    Coordinates with Portfolio Managers to ensure all credit packages are approved and sent for booking in a timely manner to support loan closing expectations.
5.    Gathers documentation required for loan closing and coordinate all closings with Closing Team. Acts as single point of contact for closing/funding/booking questions and clarifications needed by Closing Team.
6.    Ensures compliance with real estate valuation and environmental policies for applicable real estate collateralized deals by ordering and reviewing proper valuations and environmental reports. 
7.    Contributes to Special Projects as assigned by Manager.

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 an equivalent combination of education and experience.
2.    Basic proficiency in Microsoft Office products
3.    Highly motivated professional, adept in both verbal and written communication with great attention to detail.
4.    Excellent client service, communication, time management and organizational skills

Preferred Qualifications:
1.    3-5 years of relevant banking experience with at least 2 years in a Loan Specialist or Loan Closing Role
 

#LI-Remote

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 supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals 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.

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