Credit Operations Fulfillment Specialist Iii - Heloc jobs at Truist in United States, Orlando
Truist Client Care Servicing Specialist - Consumer United States, Florida, Orlando
Share
Regular or Temporary:
English (Required)
1st shift (United States of America)
Please review the following job description:
4. Identify and escalate, as necessary, bank errors and regulatory concerns that pose a risk to the bank.
5. Inform and educate clients on their self-service options through various Truist technologies to improve their individual banking experience.
6. Follow established policies, procedures, guidelines, regulations, and laws to protect both our clients and Truist from any unnecessary risk.
7. Embrace ongoing personal and professional growth and development by participating in required and voluntary educational opportunities, business resource group (BRG) activities and other work-related activities.
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.
2. One year of client servicing work experience (call center, retail, hospitality, medical, etc.)
3. Proficiency in computer applications (e.g. Windows, Microsoft Office), technical skills, interpersonal abilities, problem-solving skills and ability to work efficiently across multiple platforms
4. Proficiency in written and verbal communications (including grammar and spelling)
5. Satisfies regulatory requirements for holding the position, including meeting the qualification standards imposed by the Loan Originator Compensation rule of the Truth in Lending Act
2. Prior experience in a client-facing role
3. Background in supported departments and/or products
These jobs might be a good fit
Truist Client Care Servicing Specialist-ASC Small Business United States, Florida, Orlando
Share
Regular or Temporary:
English (Required)
1st shift (United States of America)
Please review the following job description:
4. Identify and escalate, as necessary, bank errors and regulatory concerns that pose a risk to the bank.
5. Inform and educate clients on their self-service options through various Truist technologies to improve their individual banking experience.
6. Follow established policies, procedures, guidelines, regulations, and laws to protect both our clients and Truist from any unnecessary risk.
7. Embrace ongoing personal and professional growth and development by participating in required and voluntary educational opportunities, business resource group (BRG) activities and other work-related activities.
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.
2. One year of client servicing work experience (call center, retail, hospitality, medical, etc.)
3. Proficiency in computer applications (e.g. Windows, Microsoft Office), technical skills, interpersonal abilities, problem-solving skills and ability to work efficiently across multiple platforms
4. Proficiency in written and verbal communications (including grammar and spelling)
5. Satisfies regulatory requirements for holding the position, including meeting the qualification standards imposed by the Loan Originator Compensation rule of the Truth in Lending Act
2. Prior experience in a client-facing role
3. Background in supported departments and/or products
Truist Deposit Payment Operations Specialist III United States, Florida, Orlando
Share
Regular or Temporary:
English (Required)
Responsible for accurate and efficient processing to ensure timely and quality output, while adhering to policies and procedures. Well versed in assigned functions, assist in tasks outside normal processes, resolution of issues and communication to leadership and internal partners. May interact with internal/external clients.
*Scheduled hours for this position are Monday-Friday 6 PM to 2 AM or until completion. Start and end times may vary slightly based on production needs.
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. Perform functions as assigned that may include tasks that require special approvals, processes that effect clients that are large dollar, tasks that require a tight turnaround with high volume, etc.
2. Perform quality checks / inspections to ensure integrity and accuracy.
3. Research issues and implement appropriate corrective action.
4. Complete and maintain with accuracy any documentation for any required logs, dual control tasks, inventory and forms.
5. Ensure clear and effective communication with leadership on topics such as inventory, meeting deadlines, reporting and escalating potential production or quality issues and recommendations on improvements.
6. Cross train on all functions to be able to perform and train others when needed.
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.
2. Ability to work in an area governed by production standards and work under pressure to meet critical deadlines.
3. Effective problem identification and resolution skills.
4. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products.
5. Ability to work in a team environment to include across shifts and departments.
6. Exhibit excellent interpersonal skills as well as good verbal and written communication.
7. Three or more years’ experience and exhibit knowledge in all the department’s functions.
Truist Wealth Support Specialist II United States, Florida, Orlando
Share
Regular or Temporary:
English (Required)
1st shift (United States of America)* This is a in-office position*
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.
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
Truist Bankruptcy Senior Production Specialist United States, Florida, Orlando
Share
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. 1. Meet regularly with community groups/non-profits to explore and connect to sources of funding as well as form forward view of upcoming capital campaigns.7. Coordinate upcoming sponsorships/events and hosts/participants. Track sponsorship budget performance.9. Work with the region CDM to help identify qualified volunteer teammate opportunities via grantees.
10. Provide local support to Regional President as needed.
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. Five or more years of relevant community engagement knowledge, experience, and local relationships
2. Bachelor’s degree or equivalent education, training, and work-related experience.
3. Excellent verbal and written communication and interpersonal skills.
1. Philanthropic giving experience
Truist Credit Operations Fulfillment Specialist III - HELOC United States, Florida, Orlando
Share
Regular or Temporary:
English (Required)
1st shift (United States of America)*Position will work on site 5 days a week.*JOB SUMMARY
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. Coordinate activities relevant to Wealth, Premier, Small Business and Retail loan requests. This includes working and maintaining positive working relationships with external and internal clients, attorneys, settlement agents, insurance agents, vendors and other internal partners.
2. Independently work a pipeline of a wide variety of loan requests for new loan origination requests, modification, servicing, subordination, collateral releases, conservation and regular easements including collateral types of Securities, Real Estate (1-4 Family and Commercial), Marine, Auto, Boat/Motor/Trailer, CD/Savings, Unsecured.
3. Gather, analyze, review and approve Title reports, Title Opinions, Hazard Insurance, Flood Insurance, Appraisals, complex income verification, payoff statements and other related documentation to ensure policies are followed.
4. Review and approve Power of Attorney, Trust documentation to ensure legal and policy guidance is followed.
5. Maintain a strong understanding of retail, small business and wealth management products, policies and processes.
6. Maintain a knowledge of compliance, legal and documentation requirements, including those specific to state laws.
7. Prepare documentation (system and manually generated) for closing packages including promissory notes, security agreements, funding information and other required documents in compliance with federal, state and local guidelines and lending policy guidelines.
8. Audit pre-closing and executed loan packages to ensure documentation requirements meet lending policy guidelines.
9. Assist less experienced associates through mentoring and assisting with escalated issues.
10. Meet/exceed monthly production and quality performance metrics.
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. Associate's degree in relevant studies, or equivalent education and related training.
2. Five years of banking or financial services experience in lending.
3. Experience in reviewing, approving and preparing loan documentation.
4. Excellent verbal and written communication skills.
5. Ability to problem solve and serve as an advocate of the client while balancing risk for Truist.
Preferred Qualifications:
1. Bachelor's degree in relevant studies.
2. Experience in reviewing more complex documentation including Trusts, Power of Attorney.
3. Knowledge in various types of lending products including Securities, Real Estate (1-4 Family and Commercial), Marine, Auto, Boat/Motor/Trailer, CD/Savings, Unsecured.
Truist Client Care Servicing Specialist Consumer Account Sec Claims United States, Florida, Orlando
Share
Regular or Temporary:
English (Required)
1st shift (United States of America)
Please review the following job description:
4. Identify and escalate, as necessary, bank errors and regulatory concerns that pose a risk to the bank.
5. Inform and educate clients on their self-service options through various Truist technologies to improve their individual banking experience.
6. Follow established policies, procedures, guidelines, regulations, and laws to protect both our clients and Truist from any unnecessary risk.
7. Embrace ongoing personal and professional growth and development by participating in required and voluntary educational opportunities, business resource group (BRG) activities and other work-related activities.
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.
2. One year of client servicing work experience (call center, retail, hospitality, medical, etc.)
3. Proficiency in computer applications (e.g. Windows, Microsoft Office), technical skills, interpersonal abilities, problem-solving skills and ability to work efficiently across multiple platforms
4. Proficiency in written and verbal communications (including grammar and spelling)
5. Satisfies regulatory requirements for holding the position, including meeting the qualification standards imposed by the Loan Originator Compensation rule of the Truth in Lending Act
2. Prior experience in a client-facing role
3. Background in supported departments and/or products
Share
Regular or Temporary:
English (Required)
1st shift (United States of America)
Please review the following job description:
4. Identify and escalate, as necessary, bank errors and regulatory concerns that pose a risk to the bank.
5. Inform and educate clients on their self-service options through various Truist technologies to improve their individual banking experience.
6. Follow established policies, procedures, guidelines, regulations, and laws to protect both our clients and Truist from any unnecessary risk.
7. Embrace ongoing personal and professional growth and development by participating in required and voluntary educational opportunities, business resource group (BRG) activities and other work-related activities.
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.
2. One year of client servicing work experience (call center, retail, hospitality, medical, etc.)
3. Proficiency in computer applications (e.g. Windows, Microsoft Office), technical skills, interpersonal abilities, problem-solving skills and ability to work efficiently across multiple platforms
4. Proficiency in written and verbal communications (including grammar and spelling)
5. Satisfies regulatory requirements for holding the position, including meeting the qualification standards imposed by the Loan Originator Compensation rule of the Truth in Lending Act
2. Prior experience in a client-facing role
3. Background in supported departments and/or products
These jobs might be a good fit
