Service Finance Account Manager jobs at Truist in United States, Boca Raton

Regular or Temporary:

English (Required)

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. Reviews and analyzes consumer credit reports
2. Ensures loans meet all program and product specifications
3. Ensures that documents are consistent and uphold to company and industry guidelines and uploaded for borrower signature
4. Communicates loan decisions and terms
5. Verifies accuracy of borrower's information on loan documents
6. Adheres to all loan funding operational policies that are consistent with overall policies and procedures and regulatory objectives of Service Finance
7. Acts as a liaison with dealer and other departments within Service Finance

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. 3 years minimum related experience
2. High school diploma or GED
3. Experience reading and understanding credit report
4. Proficiency with Microsoft Office Suite

1. Knowledge of consumer finance
2. Customer service experience

Regular or Temporary:

English (Required)

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. Applying NLS errors to loans from nightly processing of payments
2. Reversing returned customer payments from NLS accounts
3. Balancing lender accounts for payments that came in the previous day
4. Processing customer payments that come to the local office address. This includes going through incoming mail, sorting checks by lender, scanning them through the remote depositing machine and batching/posting the payments to NLS.
5. Aiding in book keeping of daily Balancing Reports and Single point Transactions
6. Closes accounts in NLS for loans that are paid in full
7. Downloading all check images that are processed at the lockbox sites for all sites
8. Generating all bifurcation sheets for the lenders based on a specific transaction date for customer payments
9. Completing daily account activities including remiitting daily wires to Lenders, daily book transfers, uploading all daily bifurcation sheets to the FTP site for each Lender, daily systems entries for the Dealer Disbursement account,
10. Completing Monthly systems entries for the 1409 account
11. Completing requests from the Collections department to adjust customers' payments on accounts
12. Completing requests to stop Epay recurring payments
13. Handling any US Bank lockbox site related processing errors
14. Converting customers' promotional accounts to "OUT" should they not pay off the promotional balance within the promotional period
15. Initiating daily dealer rebates for Funding Schedules
16. Answering Lender questions based on money that has been remitted
17. Processing the nightly payments

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. 6+ months of accounting experience
2. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products1. Bachelor’s degree
2. Consumer Finance experience or knowledge

Regular or Temporary:

English (Required)

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. Ensure all contract and applicant information is accurately verified and entered prior to funding.
2. Review the funding email notice from the dealers for completion certification
3. Verify accuracy of customer’s name and loan number printed on the certification
4. Print the call back checklist and complete the verification
5. Attach completion certificate to the application
6. Document proper notations in the loan system
7. Adhere to all loan funding operational policies that are consistent with overall policies, procedures and regulatory objectivesQUALIFICATIONS
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. High school diploma or equivalent work experience
2. Minimum three years of loan document review experience
3. Knowledge of consumer financing
4. Ability to read and understand executed consumer loan documents
5. Strong administrative experience
6. Ability to work in a team environment
7. Ability to input data accurately and quickly while on the phone
8. Basic knowledge of computer applications like Microsoft Office

Preferred Qualifications:
1.
OTHER JOB REQUIREMENTS / WORKING CONDITIONS

Regular or Temporary:

English (Required)

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. Ensure all contract and applicant information is accurately verified and entered prior to funding.
2. Review the funding email notice from the dealers for completion certification
3. Verify accuracy of customer’s name and loan number printed on the certification
4. Print the call back checklist and complete the verification
5. Attach completion certificate to the application
6. Document proper notations in the loan system
7. Adhere to all loan funding operational policies that are consistent with overall policies, procedures and regulatory objectivesQUALIFICATIONS
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. High school diploma or equivalent work experience
2. Minimum three years of loan document review experience
3. Knowledge of consumer financing
4. Ability to read and understand executed consumer loan documents
5. Strong administrative experience
6. Ability to work in a team environment
7. Ability to input data accurately and quickly while on the phone
8. Basic knowledge of computer applications like Microsoft Office

Preferred Qualifications:
1.
OTHER JOB REQUIREMENTS / WORKING CONDITIONS

Regular or Temporary:

English (Required)

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. Prospect and qualify contractor and dealer leads via phone, email, and virtual meetings.
2. Present and explain financing products, benefits, and platform tools to prospective partners.
3. Guide contractors through the onboarding process, including documentation, training, and activation.
4. Build and maintain relationships with a portfolio of active partners to drive ongoing usage and loan volume.
5. Achieve and exceed monthly quotas for partner sign-ups, engagement, and funded loan volume.
6. Collaborate with sales, marketing, and operation teams to improve partner experience and retention.
7. Maintain accurate records of sales activities and pipeline in the CRM system (e.g., Salesforce).
8. Stay up to date with product features, pricing, market trends, and competitor offerings.

1. Bachelor’s degree or an equivalent combination of education and related work experience.
2. 2+ years of inside sales, account management, or business development experience (B2B preferred).
3. Self-motivated, goal-oriented, and eager to learn.
4. Proven track record of meeting or exceeding sales targets in a phone-based environment.
5. Strong verbal and written communication skills; confident presenting to decision-makers.
6. Excellent organizational and time management skills; able to handle multiple accounts and priorities.
7. Tech-savvy with the ability to learn and demonstrate web-based platforms.
8. Proven proficiency with CRM tools (e.g. Salesforce) and Microsoft Office suite of products.

1. Experience selling SaaS, financial products, or services to contractors or small business owners.
2. Knowledge of the home improvement, remodeling, or construction industry.

Regular or Temporary:

English (Required)

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.

• Maintain dealer relationships by providing a high level of customer service.
• Provide dealers with friendly, courteous and accurate verbal and written communication.
• Utilize enterprise supported sales management systems to document pertinent dealer information: contact information, number of sales reps, annual revenue, finance volume, and previously used lenders.
• Utilize company sales training, scripts, and strategy to retain performing dealers.
• Update and train dealers on changes to procedures or programs.
• Act as liaison between other departments within Service Finance.
• Perform other related duties and assignments as required and as assigned by supervisor or manager
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.

• High school diploma or equivalent education
• Knowledge of customer service, sales and consumer finance is essential
• Strong verbal and written communication skills
• Excellent organizational skills
• Excellent customer service skills
• Ability to multitask and work in a fast paced environment
• Willingness to learn and train peers
• Positive and professional attitude
• Demonstrated proficiency in Microsoft applications and previous CMS experience

Preferred Qualifications:
• Bachelor’s degree
OTHER JOB REQUIREMENTS / WORKING CONDITIONS

Regular or Temporary:

English (Required)

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.

• Maintain dealer relationships by providing a high level of customer service.
• Provide dealers with friendly, courteous and accurate verbal and written communication.
• Utilize enterprise supported sales management systems to document pertinent dealer information: contact information, number of sales reps, annual revenue, finance volume, and previously used lenders.
• Utilize company sales training, scripts, and strategy to retain performing dealers.
• Update and train dealers on changes to procedures or programs.
• Act as liaison between other departments within Service Finance.
• Perform other related duties and assignments as required and as assigned by supervisor or manager
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.

• High school diploma or equivalent education
• Knowledge of customer service, sales and consumer finance is essential
• Strong verbal and written communication skills
• Excellent organizational skills
• Excellent customer service skills
• Ability to multitask and work in a fast paced environment
• Willingness to learn and train peers
• Positive and professional attitude
• Demonstrated proficiency in Microsoft applications and previous CMS experience

Preferred Qualifications:
• Bachelor’s degree
OTHER JOB REQUIREMENTS / WORKING CONDITIONS