Construction Loan Specialist jobs at Truist in United States, Miami
Truist Wealth Support Specialist II - Miami United States, Florida, Miami
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Regular or Temporary:
English (Required)
1st shift (United States of America)
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. Manage/mitigate credit risk of ABL portfolio transactions.
2. Complete on-time, accurate, well-articulated amendment memos, trend cards, and problem loan reports; maintain risk ratings and financial spread; maintain credit files, manage collateral diligence including review and analysis of field exams and appraisals and maintain regulatory requirements.
3. Understand and adhere to various Truist policies, processes, procedures and regulatory requirements.
4. Restructure and manage problem loans with input from risk partners.
5. Manage ABL credit, operational and market risk within pre-approved risk tolerance levels.
6. Work with originations, structuring, legal, compliance and risk partners to align strategic objectives, share market knowledge, and facilitate seamless execution.
7. Work closely with and develop junior talent.
8. Demonstrate Truist culture and values.
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. BA/BS degree
2. 7-11 years of related work experience
3. Strong technical skills, (including financial analysis, modeling,)
4. Demonstrated analytical skills – ability to distill complex data into concise and relevant issues.
5. Strong interpersonal skills which foster teamwork, trust and accountability
6. Demonstrated ability to collaborate across functional areas to facilitate execution
Preferred Qualifications:
1. MBA degree, with a Finance focus
2. Diversified product structuring/underwriting/portfolio management experience
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Truist Construction Loan Specialist United States, Florida, Miami
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Regular or Temporary:
English (Required)
1st shift (United States of America)Responsible for an assigned portfolio of Commercial Real Estate (CRE) loans that require monitoring, administration and servicing through the construction, development and/or stabilization phase(s). Support and/or maintain a portfolio of varying types of construction loans of low-to-moderate complexity.
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. Supports and assists senior Construction Specialists in construction administration on low to moderate complexity activities such as insurance review, third party vendor engagements, loan setup, system reconciliations and maintenance.
2. May have account responsibility for an assigned portfolio of small commercial construction loans as well as builder lines. This position will require oversight and assistance from a Construction Loan Specialist with independent authority. May include duties for construction facilities across multiple lines of business.
3. May include direct contact with customers, relationship mangers, credit officers, contractors, inspectors, REVAL officers and legal counsel.
4. Training focused on the review of internal or construction-specific project and/or draw documents for compliance to Policy, Procedure, and any existing approval requirements.
5. Training focused on review of construction budgets provided by the customer, General Contractor, and others to ensure they are complete, accurate, and meet bank standards.
6. Performs other duties as assigned.
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 graduate and/or higher level credits in Business and Accounting or equivalent education and related training.
2. Strong Microsoft Excel, Word and Outlook skills.
3. Comprehensive analytical and mathematical skills with a basic understanding of accounting.
4. Ability to deal with clients, both internal and external, tactfully and professionally.
Preferred Qualifications:
1. AS or BA degree in a related field.
2. Related banking and/or construction office support experience.
3. Knowledge of construction documentation or budgets.
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Truist Wealth Support Specialist II - Miami United States, Florida, Miami
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Regular or Temporary:
English (Required)
1st shift (United States of America)
Please review the following job description:
- 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
- Support administrative fitness efforts through review of relevant reports and ensuring timely updates to book management data (i.e. pipelined reports and referrals)
- Support the sales and retention efforts by scheduling appointments, making follow up telephone calls, and preparing and maintaining client presentation and marketing materials
- Support Integrated Relationship Management activities through good understanding of offerings, solutions and referral pathways
- Triage and delegate client and advisor operational requests related to transfers, withdrawals, and account opening/maintenance to the centralized service team
- Work closely with the centralized service team to ensure client and advisor requests are fulfilled in a timely manner
- Demonstrate proficiency in all operational competencies and processes including banking, credit, investments, trust, new client on-boarding/welcome program, client servicing and advisor support
- Escalate potential at-risk relationships to advisor/regional managing director
- Serve as the on-site local contact for wealth support advisory org teammates and leadership
- 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
- Enter and maintain appropriate client records; monitor client transactions and client data for accuracy and timeliness; maintain appropriate documentation of client transactions
- Respond to client requests for information and assistance within appropriate level of authority
- Assist the advisors with other administrative functions, prioritizing those actions that enable quality client interactions and support a superior client experience
- Continually render responsive and professional personal service to Wealth clients
- Can attend client events/meetings, as needed, with leadership approval
- Serve as a peer-mentor for WSS I
- Participate in workstreams, committees and councils as needed
- Able to provide support for multiple advisors and client relationships in a fast-paced environment
- Able to work independently and seek guidance as needed
- 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
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.
- Undergraduate degree or 4+ years of banking experience
- Excellent organizational skills with the ability to work on numerous tasks simultaneously
- Responsive to coaching
- Able to learn independently using training guides, virtual and in-person training sessions, and peer-to-peer training
- Flexible; able to adapt to change
- Able to identify and focus on top priorities in a fast-paced environment with multiple priorities
- Strong understanding of banking, lending, commercial and wealth management solutions
- Excellent interpersonal and relationship management skills
- Excellent oral and written communication skills
- Proficiency in Microsoft Office applications
- Exemplary customer service and professional etiquette skills
- Ability to travel, occasionally overnight
Preferred Qualifications:
- 5 years of previous banking or other financial institutional experience
- Strong fiduciary and investment management knowledge
- For specialty support teammates, commercial or specialty-industry experience
These jobs might be a good fit
Share
Regular or Temporary:
English (Required)
1st shift (United States of America)
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. Manage/mitigate credit risk of ABL portfolio transactions.
2. Complete on-time, accurate, well-articulated amendment memos, trend cards, and problem loan reports; maintain risk ratings and financial spread; maintain credit files, manage collateral diligence including review and analysis of field exams and appraisals and maintain regulatory requirements.
3. Understand and adhere to various Truist policies, processes, procedures and regulatory requirements.
4. Restructure and manage problem loans with input from risk partners.
5. Manage ABL credit, operational and market risk within pre-approved risk tolerance levels.
6. Work with originations, structuring, legal, compliance and risk partners to align strategic objectives, share market knowledge, and facilitate seamless execution.
7. Work closely with and develop junior talent.
8. Demonstrate Truist culture and values.
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. BA/BS degree
2. 7-11 years of related work experience
3. Strong technical skills, (including financial analysis, modeling,)
4. Demonstrated analytical skills – ability to distill complex data into concise and relevant issues.
5. Strong interpersonal skills which foster teamwork, trust and accountability
6. Demonstrated ability to collaborate across functional areas to facilitate execution
Preferred Qualifications:
1. MBA degree, with a Finance focus
2. Diversified product structuring/underwriting/portfolio management experience
These jobs might be a good fit
