Truist logo
Originations Concierge Specialist
full-timeGreenville

Summary

Location

Greenville

Type

full-time

Explore Jobs

About this role

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:

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.

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. 

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.

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.

• 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 Qualifications:
• 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

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

Other facts

Tech stack
Mortgage,Banking,Banking Operations,Microsoft Office,Research Skills,Investigation Skills,Communication Skills,Organizational Skills,Attention to Detail,Teamwork,Decision Making

About Truist

Truist Financial Corporation is a purpose-driven financial services company committed to inspiring and building better lives and communities. As a leading U.S. commercial bank, Truist has leading market share in many of the high-growth markets across the country. Truist offers a wide range of products and services through our wholesale and consumer businesses, including consumer and small business banking, commercial banking, corporate and investment banking, wealth management, payments, and specialized lending businesses. Headquartered in Charlotte, North Carolina, Truist is a top-10 commercial bank with total assets of $535 billion as of March 31, 2024. Truist Bank, Member FDIC. Learn more at Truist.com.

Learn more at Truist.com and see social media terms and conditions at Truist.com/SocialTerms.

Team size: 10,001+ employees
LinkedIn: Visit
Industry: Financial Services

What you'll do

  • The Originations Concierge Specialist is responsible for managing the construction to permanent servicing portfolio and assisting with timeline and process exception requests. They act as the single point of contact with loan officers or sales associates during the pre-close period.

Ready to join Truist?

Take the next step in your career journey

Frequently Asked Questions

What does a Originations Concierge Specialist do at Truist?

As a Originations Concierge Specialist at Truist, you will: the Originations Concierge Specialist is responsible for managing the construction to permanent servicing portfolio and assisting with timeline and process exception requests. They act as the single point of contact with loan officers or sales associates during the pre-close period..

Why join Truist as a Originations Concierge Specialist?

Truist is a leading Financial Services company.

Is the Originations Concierge Specialist position at Truist remote?

The Originations Concierge Specialist position at Truist is based in Greenville, South Carolina, United States. Contact the company through Clera for specific work arrangement details.

How do I apply for the Originations Concierge Specialist position at Truist?

You can apply for the Originations Concierge Specialist position at Truist directly through Clera. Click the "Apply Now" button above to start your application. Clera's AI-powered platform will help match your profile with this opportunity and guide you through the application process. You can also learn more about Truist on their website.