Sheffield Underwriter jobs at Truist in United States, Winston-salem

Regular or Temporary:

English (Required)

Regular or Temporary:

English (Required)

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.

1. Leverage knowledge of Agile and Scrum principles to ensure that Scrum Team deliverable are met on time and within budget.

2. Facilitate team ceremonies.

3. Navigate the organization in order to remove impediments on behalf of the team.

4. Ensures Agile tools are up to date.

5. Responsible for ensuring Truist Agile SDLC is appropriately followed.

6. Troubleshoot, solve, or consult on, problems and recommend appropriate action.

7. May take on several components of an initiative or a complex component of an initiative.

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 degree and 5+ years’ professional experience, for example: at least two+ years in a delivery role (developer, tester, architect, BA, business owner, etc.)
2. Prior experience in a Scrum Master role
3. Two+ years of experience working on or with Agile teams
4. Communicate effectively with team members, management and product owners/managers

Preferred Qualifications:

1. College Degree in Computer Science, Math or related field of study

2. SAFe Scrum Master Certification or Certified Scrum Manager or other industry recognized Scrum Master certification

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)

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 leadership in managing critical day-to-day program/project elements including scope, quality, schedule, vendor management, dependencies, risks, status reporting, stakeholder engagement, business readiness/change management, and value realization necessary to deliver specified requirements, objectives and value.

• Hold accountability of medium complexity project initiatives with moderate to high lev77els of scope.

• Perform detailed process-driven governance of the project delivery lifecycle covering multiple release tracks within an individual program.

• Demonstrate expertise in the execution of established processes and usage of planning tools/templates in support of executing project delivery lifecycle governance.

• Demonstrate strong understanding of technical aspects within assigned application ecosystems, including cross-workstream integrations, high level architecture, and technologies involved.

• Facilitate release implementation events by monitoring task plans, updating change tickets, providing event communications to all stakeholders including senior leadership from technology and the line(s) of business, and facilitating incident management and related communications.

• Provide proactive, appropriate and professional communication amongst project stakeholders and senior leaders.

• Collaborate with peers to ensure continuous refinement of skills and processes while contributing to overall team improvement.

• Proactively develop innovative approaches, risk mitigation strategies, quality control and continuous improvement.

• Work cross-functionally to improve planning processes, plan future releases and identify/coordinate dependencies.

• Ensure understanding of and adherence to enterprise technology, infrastructure, risk and other applicable corporate policies and processes.

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 in technology-related field, or equivalent education and related training

• Minimum of four years of project delivery experience within a technical or technical management role, including a minimum of two years within the applicable business domain

• Practical knowledge of the full software development lifecycle in an enterprise environment

• High level of attention to detail, and robust personal organization

• Strong interpersonal, communication, negotiation and facilitation skills

• Objective, transparent, fact-based and value-focused communication style

• Ability to work effectively and efficiently toward goals in a complex, diverse environment with multiple and changing demands

Preferred Qualifications:

• Has achieved Certified Associate in Project Management (CAPM) and advancing towards Project Management Professional (PMP) certification

• Minimum of two years of financial services-related experience managing medium complex enterprise program initiatives

• Practical experience with managing agile delivery

Regular or Temporary:

English (Required)

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. Provides a distinctive client experience to ensure a consistent service level by engaging clients with smiling, facilitating courteous conversation, conducting both complex and standardized transactions while uncovering needs. Performs more complex transactions with assistance as necessary.
2. Educates clients on digital, self-service solutions including ATMs, Online and Mobile banking to make banking easier and enhance their service experience.
3. Supports team by making client servicing calls, presenting client offers, identifying client needs or opportunities by fulfilling the need or referring the client to the appropriate branch team members or specialist.
4. Participates fully in all components of the established Truist Retail Community Bank Leadership Routines.
5. Commits to advancing knowledge to better serve clients by completing applicable training classes and web-based learning.
6. 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.
7. Serves as point of contact for account maintenance, problem resolution, identifying solutions and services and referring the client to the appropriate teammate.
8. Float Universal Bankers will be assigned to a home branch but will be scheduled to support multiple branches within their designated coverage Area. Schedules will be provided in advance but may change based on staffing needs. Float teammates will receive direction from the Branch Leader of the location they are working in on any designated day/week.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. Proven and consistent proficiency in teller or cash handling or client service skills
3. Good interpersonal and communication skills, including a desire to interact with clients and prospects
4. Ability to use office equipment and perform basic mathematical functions
5. Willing and able to follow written and verbal instructions and work under established guidelines
6. Demonstrated ability to deliver excellent client service and provide team support
7. Availability to work Saturdays and/or extended hours

Preferred Qualifications:

1. Demonstrated ability to uncover referral opportunities
2. Knowledge of advanced or complex branch transactions
3. Demonstrated ability to handle multiple priorities under time constraints
4. General understanding of bank operations, policies, and procedures

Universal Banker - Float

• The annual base salary for this position is $45,760-$54,500.

Regular or Temporary:

English (Required)

Job summary:

Responsible for the financial analysis, risk assessment and credit structure recommendation for Commercial Real Estate clients and prospects. This includes prudent underwriting and effective credit and risk administration with particular emphasis on adherence to credit policy and requirements, financial analysis/modeling, risk evaluation, on-going portfolio maintenance activities, and client support.

Builds and maintains constructive relationships including Central Credit, Relationship Managers, Portfolio Managers and Wholesale CRE cross functional leadership. Maintain a comprehensive knowledge of the assigned portfolio and is responsible for operational and credit risk.

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.

• Responsible for leading the diligence and underwriting documentation of the most complex and larger credit relationships; leading credit presentation preparation and discussions with Credit Officer and other final approvers.
• Ensures loan agreement is in accordance with approval documents. Identifies potential issues contained within loan documentation and takes steps to address the issues, in consultation with RM.
• Analyze financialstatements/projectionsand documents client performance, along with identified risk and risk mitigants of most complex credits.
• Provides oversight of credit relationship/project performance and monitoring activity to include overall portfolio management and understanding of current industry and market trends.
• Accountable for and manages assigned portfolio by monitoring performance and trends.
• Ensures all Credit Process Metrics are within prescribed tolerances. Accountable for the risk evaluation and associated compliance requirements within assigned portfolio and for prospects.
• Identifies issues and follows through for remediation.
• Manages pipeline of assigned portfolio to ensure that all requests are completed in a timely fashion and to ensure that the Client needs are met.
• Serve as a client and internal point of contact in managing assigned portfolio. (May include site visit and/or visit with client management team) Serves as source of real estate underwriting knowledge and expertise, which includes understanding of current industry and/or market trends.
• Facilitate strong communication and collaboration across servicing and functional teams internally to maintain executional excellence.
• Decision and approve non-material Borrower requests, loan amendments or modifications, client requests requiring Bank approval, annual reviews, risk ratings, and renewals within authority levels or as appropriate based on experience level in coordination with Portfolio Manager Team Lead.
• Mentors and coaches Analysts, Associates, and teammates still building skills. This includes oversight of underwriting and deal processing.

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 in Finance, Accounting, Economics or Business, or an equivalent combination of education and work experience.
• Excellent verbal and written communication skills.
• Demonstrated proficiency in basic computer applications, such as Microsoft Office software products.
• Strong analytical and problem-solving skills.
• Knowledge of credit principles.
• Ability to handle multiple priorities under time constraints.
• Demonstrated success working in a collaborative team environment.

Preferred Qualifications:

• 10+ Years of portfolio management and client relationship experience.
• Intermediate knowledge of ARGUS software and use of 3rd party Real Estate Data Sources (CoStar, REIS, Axiometrics).
• Completion of commercial associate program or equivalent experience; or MBA in Accounting or Finance or in related field; or an equivalent combination of educational and experience or other related advanced degree.
• Experience conducting periodic reviews/audits of loans within the loan portfolio to ensure compliance with bank origination, underwriting and portfolio management standards.
• Demonstrated ability to assess the effectiveness of “quality assurance” processes - identify areas for improvement, document corrective measures, and convey findings and recommended changes to management.
• Ability to troubleshoot and resolve issues effectively.

Regular or Temporary:

English (Required)

work schedule:

wo days of 8:00 a.m.-5:00 p.m.
One day of 12:00 p.m.-10:00 p.m.
One day of 10:00 a.m.-7:00 p.m.
One day 8:00 a.m.-6:00 p.m. and
Every other Saturday 8:00 a.m.-1:00 p.m.

**office centric workstyle at posted location only.

Following is a summary of the essential functions for this job. Other duties performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

1. Achieve performance expectations for collection efforts for assigned accounts based upon individual goals and objectives, e.g., a minimum calls per day, contact percentage, promises/calls ratio, promises kept.
2. Provide Clients cure plans and negotiate payment arrangements to cure delinquency, evaluating ability and willingness to pay and accordance with all policies, procedures, guidelines, and training.
3. Disclose all relevant account information to Clients accurately, professionally, and in a positive manner.
4. Manage client communications and provide accurate account detail and information with an elevated level of professionalism and integrity, while following all required compliance and quality expectations.
5. Work accounts thoroughly according to established procedures (including contact attempts, required letters, etc.)
6. Document all collection efforts in the system of record for each assigned account in accordance with established policies, procedures, and guidelines, which may include relevant system codes.
7. Execute on the established call scripts documented in training, policies, procedures, and guidelines.
8. Achieve acceptable call monitoring scores in each call category.
9. Communicate regularly with the Client Default Leaders pertaining to repossessions, potential loss, inquires, complaints, and other calls that require special handling.
10. Accurately process payments, transactions, and workflows.
11. Complete all required Computer Based Training (CBT) courses accurately and timely.

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. Strong verbal and written communication skills
3. Basic Computer skills
4. Ability to perform in a fast paced, highly dynamic environment.
5. Ability to work flexible schedule, including overtime as needed.

1. Previous Client service, collections, or sales experience
2. Bilingual