Client Solutions Specialist Ii Iii-business Banking jobs at Truist in United States, Richmond

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. Develop and articulate comprehensive designs to all levels of management within the organization and obtain approval for proposed solutions.

2. Provide direction to Systems Analysts to gather, formulate, define and design efficient and effective solutions to the most complex business problems.

3. Provide thought-leadership for assigned projects and applications to developers, other system analysts, operations, and other Technology areas.

4. Analyze complex requirements, plan and design large-scale business applications, using techniques such as structured analysis, data modeling and information engineering, with the end goal of creating applications that are Easy, Simple, Fast, Safe, Secure and Stable.

5. Ensure user experience considerations are incorporated into solution requirements and design.

6. Provide team members and users with assistance solving the most complex application-related problems, such as malfunctions and difficult to identify program problems.

7. Utilize a risk-based approach in all duties to minimize deployment risks.

8. Develop, document and revise flow chart’s system design procedures, test procedures and quality standards.

9. Review and analyze applications, including performance results, to locate code problems.

11. Serve as project leaders for all sizes of systems projects.

12. Maintain an expert knowledge of testing documentation and execution skills.

13. Coordinate the installation of application enhancements/releases of net new applications of moderate complexity.

14. Expand or modify applications to serve new purposes or improve work flow.

15. Assess the usefulness of the most complex pre-developed application packages and adapt them to a user environment.

16. Maintain an expert business and operations knowledge of direct and associated clients in order to add value in analyzing complex and highly integrated projects.

17. Architect technical solutions to complex problems.

18. Research and debug complex technical problems.

19. Stay current with emerging technologies, their strengths and weaknesses and their application to business solutions.

20. Produce cost/benefit analysis for system improvements to support comparison of alternative solutions and provide recommendations.

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. Bachelor’s degree in Information Technology-related field, or equivalent education and related training

2. Ten years of experience and high proficiency with the following information technologies:

• Information security best practices

• IT performance/scalability principles

• Relational database technologies

• Principles of a service oriented architecture

• Mainframe, distributed, Web, and/or networking technologies

• Design tools and techniques

• Application development methodologies

• Technology testing and change implementation best practices

3. Excellent verbal and written communication skills

4. Strong collaborative and consultative skills

5. Ability to work independently or as a member of a team

6. Ability to lead, direct and train teams of Developers and Systems Analysts

Preferred Requirements:

2 – 3 years of Real Estate Lending Technology experience

Experience working with an ecosystem that includes vendor hosted and self-hosted applications.

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.

Manual Dexterity / Keyboarding

Able to work standard office equipment, including PC keyboard and mouse, copy/fax machines, and printers.

Able to work all hours scheduled, including overtime as directed by manager/supervisor and required by business need

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.

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. Bachelor’s degree or equivalent education and related training or experience.
2. Two years of financial services and consumer/small business expertise or equivalent experience and/or performance
3. One year of previous branch leadership or management experience
4. Strong interpersonal, sales relationship and prioritization skills.
5. Strong written and verbal skills.
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.
7. Ability to inspire, lead and coach others.

1. Bachelor’s degree with a concentration in Business, Accounting, Finance or Banking
2. Graduate of Internal Leadership Development Programs

Regular or Temporary:

English (Required)

1st shift (United States of America)Please review the following job description:Process accounts that are in default and secured by collateral to minimize loss to Bank. Adhere to Government regulations, state laws and Bank requirements as it relates to real-estate foreclosures and auto/rv/marine repossessions. Support clients which may include addressing escalated calls/complaints, collaborate with vendors and internal business partners, teammates (training, guidance, etc.), and managers (may coordinate daily operational workflow). Process required paperwork, reporting and controls and use various tools, systems, and guidelines to help make workflow decisions.

requires foreclosure experience

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. Independently process accounts secured by collateral that are in varying stages of default to work towards resolution. Prepare, review, analyze and retain department reporting.
2. Minimize risk by complying with Federal regulations, state laws, Bank policy and Unit procedures. Identify, mitigate or communicate any issues or concerns to appropriate parties.
3. Leverage multiple systems/business tools to monitor determine/support appropriate outcomes/actions.
4. Maintain positive working relationships between peers (provide guidance, assist with training) and managers as well as clients, repossession/ property preservation vendors, foreclosure attorneys, and internal partners.
5. Meet/exceed monthly teammate performance metrics (productive/quality) and some department level metrics as defined by manager.
6. Assist Manager with Quality monitors and departmental controls for process adherence.
7. May approve charge off reports within authorized level and sign off on loan documents for the Bank.
8. Engage in testing of new systems and processes.
9. Update training guides, materials and help draft procedures.
10. Support preparation of audit deliverables.
11. Provide defined back-up support to Manager for business continuity.

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/GED
2. 3+ years of successful Repossession, Foreclosure and/or Default experience.
3. Ability to resolve complex situations related to business processes, robust verbal, written and interpersonal skills, ability to work independently.
4. Demonstrate basic proficiency in computer applications such as Microsoft Office software products and familiar with internal job related systems.
5. Ability to multi-task and coordinate work.

Preferred Qualifications:

1. 4+ years of Repossession, Foreclosure, and other job specific experience.
2. Higher level/secondary education, some college, Associates degree or Bachelor’s degree
3. Previous supervisory experience.

Regular or Temporary:

English (Required)

1st shift (United States of America)Please review the following job description:

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. Serve as the primary relationship manager for a portfolio of mass affluent clients. Sell, deliver and provide ongoing service for a broad range of fee income and retail banking products and services appropriate to mass affluent clients. Premier Bankers should deliver a level of personalized, attentive service that clients deem outstanding.
2. Establish and periodically update understanding of client financial needs and conditions based upon sound profiling and personal financial planning analysis. Proactively work with the financial advisor on assigned investment accounts for adherence to investment and asset allocation objectives and policies.4. Meet revenue growth, profitability and retention goals by developing new clients, expanding services, and marketing new products to existing clients. Successfully participate in the sales management process, which includes, but is not limited to, the delivery of excellent client service behaviors, support of the Truist segmentation models, full use of the automated sales process and support of referral processes and guidelines. Monitor, maintain and update sales activity, pipeline and other pertinent information using the bank's contact management system.
7. Work within existing audit, compliance and regulatory framework in order to ensure a high quality, compliant portfolio of client relationships.
8. Participate in the ongoing implementation and development of the Premier Banking program, including processes, products, services and operating policies and procedures.

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. Bachelor's degree with a concentration in business, accounting, finance, banking or equivalent financial services experience and related training.
2. Minimum of five years offinancial servicesexperience working with clients dealing with banking, investments, and/or retail lending.(experience may include Retail, Wealth, Advisory, and/or Retail Lending experience)one years’ experience in a financial client relationship manager role.
3. Advanced knowledge of a broad range of personal financial planning/advisory/insurance and investment management/asset allocation concepts and understanding of retail credit and traditional retail bank products for the mass affluent market.
4. A minimum of Securities Industry Essentials (SIE), FINRA Series 6 or 7, 66 (63 and 65 in lieu of 66) and applicable Insurance licenses (Life, Health, and Variable) must be active and maintained, or must be obtained within 100-150 days of job entry date. Active FINRA licenses must be transferred within 60 days of job entry date. Must be SAFE Mortgage Licensing Act compliant with 30 days of employment in this role, including new or transfer of registration, and applicable NMLS acceptable background check.
5. Strong interpersonal, sales and relationship management skills.
6. Strong written, verbal and presentation skills including demonstrated proficiency in basic computer applications such as Microsoft Office software products.

Preferred Qualifications:

1. Master’s degree in business, accounting, finance, or banking
2. Mass Affluent Banking experience
3. Completion or enrollment in professional level certification programs (preference in rank order): Certified Financial Planner (CFP), Chartered Financial Analyst
(CFA), Accredited Asset Management Specialist AAMS® , Certified Trust and Financial Advisor CTFA®, Chartered Life Underwriter CLU®, CRPC® – Chartered Retirement Planning Counselor, or ChFC® – Chartered Financial Consultant®

4. Completion of Leadership Development Program or Banking School such as Truist Leadership Development Program or Banking School

Regular or Temporary:

English (Required)

1st shift (United States of America)Responsible for providing rate lock support for Retail and Correspondent channels while ensuring rate lock information is accurate to include updating rate lock requests to meet stringent service level agreements. Manage loan pipelines manually when technology implementation is delayed or unavailable in order to provide faster go-to-market changes to either increase competitive advantages or for risk mitigation purposes in unstable market environments. Distribution point for rate sheet creation in conjunction with the Secondary Trade Desk. Responsible for interacting with mortgage loan officers and Correspondent Account Managers on a daily basis to ensure correct pricing in order to produce accurate mortgage closing documents and Correspondent purchase advices.

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.

• Provide rate lock, rate renegotiations, float downs and rate extension support via email and phone center for internal and external clients.
• Identify any potential issues or concerns with technology installs or incorrect loan pricing scenarios.
• Develop internal and external rate sheets on a daily basis in conjunction with the Capital Markets Trade Desk and run test files to insure accuracy.
• Execute pricing margin changes when needed.
• Manage all changes and inputs into Empower in regard to request made to include documentations and approvals of changes. This includes filing and recording and storing of pertinent information within the Corporate Records and Information Management (CRIM) guidelines.
• Support management by working on moderately complex projects and researching pricing records to obtain data.
• Meet/exceed stringent service level agreements for response times as well as maintaining high scores on phone evaluation forms when speaking with mortgage loan officers.
• Perform duties with outside investors or housing agencies to include locking and maintain loan pipelines.
• Provide oversight on duplicate loan locks by reviewing daily reporting to insure accuracy for proper loan hedge position.
• Produce bid tapes for Correspondent lenders when loan features are not supported by technology.

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+ years of Secondary Marketing experience and/or previous positions with mortgage knowledge and customer service experience.
• Knowledge of regulatory changes, internal compliance requirements and guidelines.
• Demonstrated proficiency in basic computer applications, ability to problem solve as well as general Microsoft Office skills.
• Excellent verbal and written communication skills, as well as demonstrated examples of working well within teams.

Preferred Qualifications:

• Knowledge of loan origination systems.
• Extensive knowledge of mortgage loan pricing.

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. Provide excellent customer service to all internal business partners and external clients by way of inbound/outbound calling and/or written correspondence following client experience expectations.
2. Evaluate client’s request or concerns to determine qualifications for assistance or optimal resolution.
3. Accurately complete documentation and workflow updates in all required systems.
4. Compile written correspondence, if applicable. Provide support such as processing client requests, loan maintenance and required follow-up items.
5. Minimize risk by complying with Federal regulations, state laws, Bank policy and Unit procedures. Identify, mitigate or communicate any issues or concerns to appropriate parties.
6. Manage assigned tasks and complete with accuracy and timeliness.
7. Leverage multiple systems and business tools to monitor and determine/support appropriate outcomes/actions that may be product specific or supports multiple product types.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 Education or equivalent. 1+ years of customer service or call center experience. Flexibility to adapt to frequently changing processes and procedures.
2. Demonstrate proficiency in basic computer applications, such as Microsoft Office software products
3. Strong verbal and written communication skills
4. Strong critical thinking skills for effective problem identification and resolution in common and more complex situations
5. Good interpersonal skills to promote teamwork, but able to work well independently

Preferred Qualifications:
1. College/Associate degree or equivalent work experience
2. 2+ years of customer service and/or call center experience in a fast paced production environment
3. Strong knowledge of Bank applications and products

Regular or Temporary:

English (Required)

1st shift (United States of America)Responsible for processing bankruptcy information from the U.S. Bankruptcy Courts, Clients, Attorneys, and/or Trustees. Review and process accounts/cases through reports or queues in Workflow systems. Conduct research when needed or upon the direction of Management and/or Bankruptcy Officers. Thoroughly notate case and account statuses systematically to ensure all internal parties understand case dispositions. Understand the importance of risk mitigation practices and follow all internal guidelines to ensure the bankruptcy laws are adhered to.
Assist in the management of bankruptcy cases by:
• Ensure Proofs of Claim are filed accurately and timely.
• Prepare reaffirmation agreements as appropriate.
• Process daily mail and work critical event reports that are applicable to Truist accounts.
• Research loan documentation issues, loan balances, payments, charges and customer liability on all loan systems.
• Bankruptcy Phone Team Specialists with no prior bankruptcy and/or call center training. Take inbound calls from clients, attorneys, trustees, and other internal departments. Appropriately and accurately take calls and interpret client/third party needs. Complete tasks adhering to internal and bankruptcy guidelines. Communicate clearly and thoroughly with all parties.
• Bankruptcy Operations Team members exhibit mastery of Bankruptcy Production Specialist I roll.

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.

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. Research bankruptcy case information utilizing U.S. Bankruptcy Court web sites and other third party resources.
2. Knowledge of federal bankruptcy forms and how to complete them accurately by pulling needed information for loan systems and/or account documentation.
3. Communicate in verbal or written communication with attorneys and Bankruptcy Trustees as directed.
4. Bankruptcy Phone Team teammates require exceptional communication skills and the ability to show empathy in difficult situations.
5. Collect and compile information, data, and forms for management of bankrupt accounts.
6. Accurately update applicable loan systems with correct bankruptcy coding to ensure all bankruptcy legislation is adhered to.
7. Maintain a working knowledge of bankruptcy law and codes.
8. Maintain positive working relationships between peers and managers as well as clients, court personnel, attorneys, trustees, and other internal partners.
9. Train other Bankruptcy Production Specialists on current best practices. Includes training of new teammates into Bankruptcy Management.
10. Meet/exceed all performance metrics established by Bankruptcy and Default Management.
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
2. 12 months of bankruptcy or financial experience and/or…
3. Mastery of all skills expected at the Bankruptcy Production Specialist I role
4. Strong communications and analytical skills
5. Ability to learn and understanding bankruptcy procedures
6. Exceptional when participating in a team environment
7. Good verbal and written communication skills

Preferred Qualifications:
1. Associate’s paralegal degree or two years of legal secretarial or bankruptcy paralegal training
2. Prior experience working in a banking or corporate office environment