Sales Support Team Lead

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., 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.

1. 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.
2. Monitor and evaluate pipelines from time of application to ensure compliance and timely action

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

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

through quality control or post-closing review.

1. 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.

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

Division.

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

span of control and need.

1. Role may require up to 50% travel if supporting retail divisions, and up to 10% travel if supporting direct

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

1. Typically manages a team of 4+ direct reports
2. Handles complex job duties/responsibilities and special projects independently
3. May be responsible for training entry-level employees
4. Demonstrated proficiency in relevant computer applications
5. 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:

1. Proficiency in mortgage operations and administration
2. Management or supervisory experience, 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.