Home Preservation Center Specialist jobs at Truist in United States, Greenville
Truist Home Preservation Center Specialist United States, South Carolina, Greenville
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Regular or Temporary:
English (Required)
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.
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 educationStrong analytical and organizational skills with great attention to detailAbility to grasp concepts quickly Flexibility to adapt to frequently changing processes and procedures Demonstrated proficiency in basic computer applications, such as Microsoft Office software products Understanding of Call Center telephony and technology
Preferred Qualifications:
Previous Mortgage Single Point of Contact Experience Two years of related experience Experience in mortgage, banking, financial risk, audit or compliance Knowledge of basic collection, mortgage servicing and default servicing concepts
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Truist Tax Specialist United States, South Carolina, Greenville
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Regular or Temporary:
English (Required)
1st shift (United States of America)Responsible for the efficient and accurate vendor oversight and timeliness for tax payments on escrowed loans within the servicing portfolio. Ensure accurate and timely tax line setup with counties nationwide. Provide effective and consistent communication with clients regarding tax payments for their properties.
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.
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 comparable education and experience
• One or two years of mortgage, banking, banking operations, or comparable education
• Proficiency with Microsoft Office suite of products to include Word and Excel
• 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
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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.
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Truist Tax Specialist United States, South Carolina, Greenville
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Regular or Temporary:
English (Required)
1st shift (United States of America)Responsible for the efficient and accurate vendor oversight and timeliness for tax payments on escrowed loans within the servicing portfolio. Ensure accurate and timely tax line setup with counties nationwide. Provide effective and consistent communication with clients regarding tax payments for their properties.
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.
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 comparable education and experience
• One or two years of mortgage, banking, banking operations, or comparable education
• Proficiency with Microsoft Office suite of products to include Word and Excel
• 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
Choose an item.
☐ Standing(if checked, indicate frequency)Choose an item.
☐ Walking(if checked, indicate frequency)Choose an item.☐ Bending(if checked, indicate frequency)
Choose an item.
☐ Lifting(if checked, indicate pounds)
Choose an item.
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.
þ TravelThese jobs might be a good fit
Truist Wealth Support Specialist II Greenville SCor Asheville NC United States, South Carolina, Greenville
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Regular or Temporary:
English (Required)
1st shift (United States of America)*This position is required to sit in the assigned office location 4 days a week. *
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. Work within the Truist risk framework to prioritize relationship management activities with a focus on the client experience and support of the advisor’s purpose-driven advice delivery, revenue-generating activities, and client acquisition activities.
2. Support administrative fitness efforts through review of relevant reports and ensuring timely updates to book management data (i.e. pipelined reports and referrals)
3. Support the sales and retention efforts by scheduling appointments, making follow up telephone calls, and preparing and maintaining client presentation and marketing materials.
4. Support Integrated Relationship Management activities through good understanding of offerings, solutions, and referral pathways.
5. Triage and delegate client and advisor operational requests related to transfers, withdrawals, and account opening/maintenance to the centralized service team.
6. Work closely with the centralized service team to ensure client and advisor requests are fulfilled in a timely manner.
7. Demonstrate proficiency in all operational competencies and processes including banking, credit, investments, trust, new client on-boarding/welcome program, client servicing and advisor support.
8. Escalate potential at-risk relationships to advisor/regional managing director.
9. Serve as the on-site local contact for wealth support advisory org teammates and leadership.
10. Maintain positive working relationships with various departments and individuals who are designated to support Wealth support efforts and serve as an effective advocate for Wealth clients with other LOBs.
11. Enter and maintain appropriate client records; monitor client transactions and client data for accuracy and timeliness; maintain appropriate documentation of client transactions.
12. Respond to client requests for information and assistance within appropriate level of authority.
13. Assist the advisors with other administrative functions, prioritizing those actions that enable quality client interactions and support a superior client experience.
14. Continually render responsive and professional personal service to Wealth clients
15. Can attend client events/meetings, as needed, with leadership approval.
16. Serve as a peer-mentor for WSS I
17. Participate in workstreams, committees and councils as needed.
18. Able to provide support for multiple advisors and client relationships in a fast-paced environment.
19. Able to work independently and seek guidance as needed.
20. Where applicable, demonstrate proficiency in specialty-specific support activities, including servicing a commercial book of business, demonstrate a basic understanding of treasury services and solutions, and identifying specialty-specific process and service/solution delivery gaps.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.
1. Undergraduate degree or 4+ years of banking experience
2. Excellent organizational skills with the ability to work on numerous tasks simultaneously.
3. Responsive to coaching
4. Able to learn independently using training guides, virtual and in-person training sessions, and peer-to-peer training.
5. Flexible; able to adapt to change.
6. Able to identify and focus on top priorities in a fast-paced environment with multiple priorities
7. Strong understanding of banking, lending, commercial and wealth management solutions
8. Excellent interpersonal and relationship management skills
9. Excellent oral and written communication skills
10. Proficiency in Microsoft Office applications
11. Exemplary customer service and professional etiquette skills
12. Ability to travel, occasionally overnight.
Preferred Qualifications:
1. 5 years of previous banking or other financial institutional experience
2. Strong fiduciary and investment management knowledge
3. For specialty support teammates, commercial or specialty-industry experience
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Truist Consumer Indirect Lending Operations Product Specialist United States, North Carolina, Greenville
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Regular or Temporary:
English (Required)
1st shift (United States of America)
Please review the following job description:This position has primary responsibility for performing routine and non-routine operational duties in support of Consumer Indirect Lending. This may include document verification, product cancellation and post-closing. May also be responsible for compliance, data entry, record keeping, research, client service, and/or account reconciliation. Requires in-depth knowledge of consumer lending and related 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. Maintain a working knowledge of established departmental policies and procedures, system applications, and corporate bank policies as they pertain to job assignments.
2. Work assigned tasks in priority as established by leadership.
3. Respond in a timely manner and effectively process basic to moderate requests, inquiries, and proposals received from both external and internal clients. Escalate unresolved issues as needed to leadership for guidance and resolution.
4. Document and communicate efforts accordingly with third parties and leadership.
5. Review assigned reports and work queues to provide optimal client service and reduce risk exposure.
6. Research, resolve, and document inquiries based on working knowledge of various third party vendors.
7. Follow-up with clients, dealerships, providers, and other third parties to ensure product cancellations and refunds are received and processed in a timely manner.
8. Ensure settlement proposals are in compliance with established policies and procedures.
9. Review and map rebates received on a daily basis.
10. Use multiple systems, recording information, importing/entering data, and maintaining records using considerable knowledge of department policy and procedures.
11. Interacts professionally with dealers, clients, and other vendors to obtain missing or invalid information and documentation; obtains and reviews documentation for accuracy.
12. Resolve complex client issues using multiple resources and records.
13. Prepare and distribute specialized and/or complex documents.
14. Researches, reviews, and reconciles GL account reports in a timely manner limiting the amount of loss.
15. Processes the appropriate GL transactions when necessary.
16. Deposit and process checks in a timely manner to adhere to compliance policies.
17. Considered a subject matter expert on operational issues related to process or function. Acts as escalation point for less experienced specialists for complex issues or transactions, providing training and support as needed.
18. Optimize efficiency by interpreting operating policies and procedures, identifying opportunities for process enhancements, and recommending changes to supervisor or manager.
19. Assist with training and ongoing coaching of less experienced document control specialists, provide input to management on staff performance.
20. Act as an advisor to less experienced team members when handling more difficult accounts and client calls.
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.
1. Strong organizational skills and the ability to handle multiple tasks under tight time constraints
2. Proficiency in reviewing loan documentation and product contracts
3. Intermediate consumer lending knowledge
4. Knowledge of consumer loan systems
5. Knowledge of basic accounting principles
6. Post-Secondary education, or equivalent work experience
7. Prior experience or knowledge of consumer indirect lending regulatory requirements or related lending experience.
8. 4 years of experience in credit operations, loan consultation, or administration
9. 4 Demonstrated effective verbal and written communication skills for the purpose of explaining the loan process, exceptions and associated documentation to internal, external clients
Preferred Qualifications:
1. Bachelor’s degree or equivalent work experience
2. Experience in lending components including documentation, approvals, exceptions and administration
3. Microsoft Office (Excel, Word and PowerPoint)
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Truist Mortgage Loan Loss Mitigation Specialist III non-accrual United States, South Carolina, Greenville
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Regular or Temporary:
English (Required)
1st shift (United States of America)Perform functions necessary for the timely and accurate evaluation and processing of borrower loss mitigation requests in accordance with regulatory, Bank, Investor, and Insurer requirements. The Loss Mitigation Specialist III is considered to be a subject matter expert on Loss Mitigation matters and is expected to demonstrate leadership in quality, productivity, and the Loss Mitigation Customer experience. Responsible for timely handling of elevated complex calls or issues and for day to day direction and task allocation for other Loss Mitigation associates. Trains junior staff members and may act as working leader over a group of Loss Mitigation specialists. As needed may give feedback and training to staff; address scheduling issues, provide input to supervisors on staff performance and represent unit at meetings.
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.
Ensure all required Reg X/ECOA/Investor/Insurer/Policy requirements and timeframes are met. Evaluate Borrower Request Packages and request additional information and/or documentation from the clients when required. May serve as liaison with vendor as point person for questions and guidance on loan files Review of borrower financial information including calculation of income and expenses to determine net surplus and debt-to-income ratios in accordance with Truist Loss Mitigation income policy. Evaluate Loss Mitigation Borrower Request Packages including requested additional information and/or documentation from the clients when required Underwrite files based on investor guidelines, rules and regulations Ensure all assigned cases are worked in accordance with regulatory, investor/insurer, and Truist Policy requirements and timelines. May assist team Lead with questions, training or project initiatives Complete accurate calculations of workout plan options and including the generation of the workout agreement. Generation and follow up of Modification Documents including preparing and tracking of recording with the county. Evaluate short sale purchase offers , valuations, and sales contracts as part of liquidation option review Communicate with clients regarding missing information, documents clarification, decisions, and follow up’s. Handle high priority, escalated, and complex cases as assigned Quality assurance function may include but not limited to case level review at different points of the timeline including complete package/missing information letter review, short sale final closing review, final modification document review, and pre-closing system review. May represent the department in different mediums including internal and external process review and process improvement initiatives. Leadership on projects, Procedure updates, and assists in coordinating and delivery of training. Ability to work from home, if required by manager or job function, in accordance with the organizational telecommuting requirements.
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 and/or training required. Three to five years Loss Mitigation Experience Knowledge of basic collection, mortgage servicing, or default servicing concepts Strong analytical and organizational skills with great attention to detail Ability to grasp concepts quickly and make sound decisions Demonstrated leadership ability Proficient in Microsoft Office to include Word, Excel and Outlook Strong verbal and written communication skills Effective communication skills Ability to network and partner within the business
Preferred Qualifications:
Bachelor’s Degree Knowledge of basic collection, mortgage servicing, or default servicing concepts Supervisory/Management/Leadership experience a plus Complex Excel formulas and macro’s a plus Three years of experience in Loss Mitigation / originations processing / loan administration or call center environment. Leadership or team lead experience a plus. Experience with heavy outbound calling and working on a performance based metric system.
4 days in the office, 1 day remote.
These jobs might be a good fit
Share
Regular or Temporary:
English (Required)
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.
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 educationStrong analytical and organizational skills with great attention to detailAbility to grasp concepts quickly Flexibility to adapt to frequently changing processes and procedures Demonstrated proficiency in basic computer applications, such as Microsoft Office software products Understanding of Call Center telephony and technology
Preferred Qualifications:
Previous Mortgage Single Point of Contact Experience Two years of related experience Experience in mortgage, banking, financial risk, audit or compliance Knowledge of basic collection, mortgage servicing and default servicing concepts
These jobs might be a good fit
