Mortgage Loan Loss Mitigation Specialist Iii Non-accrual 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 RAC Loan Processor II 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:
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. Work as a team member with the underwriting and sales staff to accomplish monthly loan volume objectives.
2. Assist with training and supervision of Loan Processor I as required.
3. Ensure all contract and applicant information is accurately verified and entered into Origenate prior to funding in the loan servicing system. Ensure compliance with all guidelines and policies to meet targeted risk tolerance.
4. Follow-up with dealer clients on any outstanding stipulations, verifications, or documents needed to complete the processing of loans to ensure timely funding of contracts while maintaining an excellent Perfect Client Experience (PCE) level of customer service to our consumers and Dealer Client’s.
5. Meet or exceed Loan Processor production targets.
6. Build and maintain strong relationships with dealer client base.8. Escalate any potential problems that may result in fraud or losses to management and ensure timely filing of UFO’s in accordance with company policies and procedures.
9. Assist management to ensure business center complies with all corporate guidelines and policies as well as all Federal and State regulations.
10. Other critical tasks and duties 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.
1. High School diploma or equivalent education and related training or experience
2. Two years of experience or equivalent training
3. Excellent problem solving skills
4. Excellent analytical ability
5. Excellent written and verbal communication skills
6. Excellent organizational skills
7. Excellent time management skills
8. Ability to work in fast paced environment
9. Ability to work flexible schedule and overtime, as needed
10. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
Preferred Qualifications:
1. Bachelor’s degree in Business or related field, or equivalent education and related training or experience
2. Previous experience in finance/credit related industry
3. Knowledge of credit verification process and related documents
4. Bilingual
OTHER JOB REQUIREMENTS / WORKING CONDITIONS
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Truist RAC Loan Processor II 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:
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. Exercises advanced proficiency with routine client maintenance requests, problem resolution and advanced sales functions regarding deposit, credit, convenience and other product and service lines.
2. Contributes to meeting or exceeding client service as well as individual and branch sales targets by offering products and services with a focus on developing, expanding and retaining relationships.
3. Supports team sales process by conducting consultative conversations and acting upon or referring more complex client needs or financial goals to other internal specialists.5. Commits to advancing individual knowledge of sales techniques and product knowledge to better serve consumer and business clients by attending sales, service and product knowledge meetings, applicable training classes and web-based learning.
6. Advises on consumer lending options and takes loan applications.
7. Adheres to internal controls, operational procedures and risk management policies. Stays informed of all changes in policies and procedures to ensure compliance with current guidelines.
8. Ensures a consistent client service experience by engaging clients with smiling, courteous conversation while conducting transactions and uncovering needs. This may include handling teller transactions and sharing responsibility for greeting clients and helping them navigate within the branch.
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. High school diploma or equivalent education
2. 2 years of client sales and service experience
3. Experience with sourcing and prospecting for new clients and client relationship building
4. Excellent interpersonal and communication skills, including a desire to interact with clients and prospects
5. Demonstrated proficiency in basic computer applications, such as Microsoft Office
6. Must be SAFE (Mortgage Licensing Act) compliant within 30 days of employment in this role, including new or transfer of registration and applicable NMLS background check which includes meeting applicable financial responsibility, character, credit fitness and criminal background standards. Successful candidates must also meet ongoing regulatory requirements
7. Ability to multi-task under time constraints
8. Ability to travel to accommodate temporary staffing needs as required to include temporary assignment or locale changes
9. Ability to work weekends and/or extended hours with occasional travel and overnights may be included
Preferred Qualifications:
1. Associate’s degree or higher
2. Demonstrated ability to handle multiple priorities under time constraints
3. Excellent verbal and written communication skills
4. Ability to respond in a professional manner with a high level of service quality
5. Experience with discussing, recommending and selling various deposit, credit and retirement products to consumer and small business clients
6. Demonstrated ability in meeting or exceeding sales goals
7. General understanding of bank operations, policies and procedures
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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 Wealth Advisor III - Greenville SC United States, South Carolina, Greenville
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Regular or Temporary:
English (Required)
1st shift (United States of America)
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.
* Self-acquires new business by being active and well connected in the community
* Expected to be the expert level "market moving" advisor with ability to handle the most challenging, sensitive and complex banking relationships.
* Focuses on targeted prospecting and developing relationships with external referral sources; effectively work with various specialists and IRM partners who are designated to support client service and business development efforts (e.g. credit, mortgage, planning, investment, trust and fiduciary services, and insurance services) in a manner that promotes client retention and prospect referrals. This includes effectively executing on the specialist delivery model utilizing both centralized and regionalized partners to appropriately protect the inherent cost-to-serve requirements of the corporation.
* Uses advanced credit knowledge to help lead the conversation and advice delivery model with clients and prospects
* Partners with Truist product specialists, including investments, trust, mortgage, insurance, etc., using a team approach to deliver solutions to client's financial needs and to enhance existing relationships.
* Thrives in a team based approach to deliver the full suite of Truist Wealth solutions.
* Team and peer group role model for other Wealth Advisors and Wealth Associates
* Continuously act as a culture champion that is aligned with Truist's Purpose, Mission and Values
* Establish and maintain mutually beneficial business relationships with internal and external centers of influence such as the CCB, CIG, groups as well as the regional leadership team, local advisory board members, outside Certified Public Accountants (CPA), attorneys, civic associations and other individuals and organizations to enhance the marketing efforts of the team
* Stays updated and abreast of changing economic, legal, financial planning, investment trends and general market and business issues impacting affluent clients. Serve as a personal financial planning/advisory resource for clients, their attorneys and CPAs.
* Maintain appropriate legal, operating and regulatory controls to manage risk and compliance. Works within the existing audit, compliance and regulatory framework in order to ensure a high quality, compliant portfolio of relationships.
* Using sound judgment on expense and operational efficiency
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.
* Bachelor's Degree Required
* FINRA: Maintains proper licenses including Series 7, Series 66, the Securities Industry Essentials (SIE) Exam as applicable Life, Health, and Variable insurance licenses. Ensures that appropriate continuing education requirements are met where needed
* 8 or more years of sales and client management experience in Wealth Management and a demonstrated ability to manage a portfolio of high net and ultra-high net worth clients with complex credit and banking needs
* Successful track record using interpersonal, sales, presentation and relationship management skills previously demonstrated in the high net worth marketplace
* Advanced and reputable credit knowledge with a proven track record working complex credit deals and/or in tandem with a senior credit advisor.
* Advanced and proven working knowledge of deposit, credit and investment products
* Successful background working in a goal based, results-driven, sales environment that uses tools such as leaderboards, pipeline reporting and other sale management tools to be successful
* Ability to thrive and be an active participate on a team
* Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
* Must be SAFE Mortgage Licensing Act compliant within 30 days of employment in this role, including new or transfer of registration, and applicable NMLS acceptable background check
Preferred Qualifications:
* Bachelor's Degree in Business, Finance or Economics
*CFP preferred orCTFA, CFA, CPA, JD orMBA
* Completion or enrollment in certification programs such as CFA, CFP, CPWA and CPA
* 5 or more years of sales and client management experience in the Wealth Management and demonstrated ability to manage a portfolio of high net worth clients
* Graduate of a leadership or management development program (Such as LDP, Banking School)
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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
