Truist · 14 hours ago
Originations Performance and Optimization Manager
Charlotte, NC
Full-time
Onsite
Senior Level
7+ years expTruist Bank is a financial services company seeking an Originations Performance and Optimization Manager. This role involves managing a team to provide functional data analysis and project deliverables, supporting strategic objectives and enhancing operational efficiency across various business areas.
BankingFinanceFinancial Services
Responsibilities
Support the day-to-day needs of REL by leading a team to provide functional data analysis, project deliverables, and overall operational analysis to achieve strategic objectives
Manage a team to prioritize analysis for each functional area to include originations, processing, underwriting, closing, national underwriting, post-closing, Home Equity, Community & Affordable Lending and the Implementation & Execution team
Leading analyst to partner with the teams with the expectation to provide recommendations on reporting and actions based on data which helps improve profitability while reducing risk
Provide strategic leadership, directing short-term and long-range planning and budget development to support strategic business goals / targets
Providing monthly business review data and analysis to inform partners of performance trending
Support the development and production of all forecasting with REL pertaining to closed unit forecasting used for operational capacity management and closed volume forecasting, headcount trend analysis used by finance in quarterly planning and hiring trend forecasting used for productivity analysis
Collaborate with key stakeholders, including but not limited to, Capital Markets, Strategic Growth, Risk Management, Internal Audit, external auditors and consultants to elicit business needs, gather requirements and offer solutions
Maintain and ensure the dissemination of daily production and oversight reporting. Develop reporting based on short- and long-term objectives. Working with the reporting factory on long term needs
Prepare Senior Leadership presentations with complete analysis to assist in the decision-making process on complex problems
Develop performance tracking where needed and analyze data to identify trends, deficiencies or opportunities and present findings with recommendations to retail leadership
Qualification
Required
Bachelor's degree in business-related field, or equivalent education and related training
7+ years of experience in any combination of finance, operations, risk management, quality assurance, consulting, product development project management, banking or equivalent
3+ years of specialized knowledge in the mortgage industry
Proven ability to manage a team of engaged teammates
Ability to synthesize complex data and deliver findings in a simple and easy to read format
Exceptional communication skills, both written and verbal
Ability to lead and present in executive level meetings
Preferred
Master's degree in Business Administration, Banking, Finance, Economics, Mathematics, or Statistics
Advanced professional certification related to accounting or finance
Project Management Experience or Certification
Call Center experience
Familiarity with residential real-estate assets, loans, modeling and industry indicators
Benefits
Medical
Dental
Vision
Life insurance
Disability
Accidental death and dismemberment
Tax-preferred savings accounts
401k plan
No less than 10 days of vacation
10 sick days
Paid holidays
Defined benefit pension plan
Restricted stock units
Deferred compensation plan
Company
Truist
Truist is the sixth-largest commercial bank in the U.S.
10001+ employees
H1B Sponsorship
Truist has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (313)
2024 (247)
2023 (288)
2022 (275)
2021 (278)
2020 (270)
Funding
Current Stage
Late StageTotal Funding
unknown2021-01-01Seed
Leadership Team
Michael Maguire
Chief Financial Officer
James Cordovana
SVP of Cloud Security Enterprise Architect
Recent News
2026-01-16
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2026-01-15
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