Commercial Client Specialist Ii jobs at Truist

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. 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

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.

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)

Regular or Temporary:

English (Required)

this is for Revolving credit collections. Flexibility needed to work rotating schedule which includes 2 Saturdays per month and evenings.

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

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.

Bachelor's degree, or equivalent education and related training More than eight (8) years of experience with proven results in establishing new business relationships and retaining/growing existing business relationships Strong command of credit and finance Excellent verbal and written communication skills Excellent negotiation skills Demonstrated proficiency in basic computer applications, such as Microsoft Office software products

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. Provide leadership in managing multiple and/or large scale high-risk projects by facilitating project charter, vision/objectives, financials, scope, metrics, quality, schedule, resourcing, vendor management, dependencies, risks, status reporting, stakeholder engagement, business readiness/organizational change management, value realization necessary to deliver specified requirements, objectives and value.

2. Ensure smooth project progression by effectively defining/managing the project plan, phase gate reviews, change requests and stakeholder status reporting. Ensure documentation at all phases.

4. Manage projects throughout the project lifecycle. Evaluate progress and quality, manage issue resolution process and take corrective action, as necessary.

5. Ensure adherence to Risk and other Corporate policies and requirements.

6. Develop quality business relationships so that client needs can be anticipated and addressed.

7. Proactively develop innovative approaches, risk mitigation strategies and quality control and assist in continuous improvement.

8. Mentor, coach and set direction for team members and project managers/analysts. Provide feedback to group managers regarding the work performance of members.

9. Program ProfileSpan of Impact: Corporation; multiple lines of business; Budget impact: $10,000,000 to $100,000,000; Timeline: corporate programs and strategic projects are complex and can range from one year to five years in duration; Program complexity: medium to large.

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 Business Administration or technology-related field, or equivalent education and related training

2. Ten years of experience in increasing complex project management, including 8 years of applicable business experience inclusive of project management experience

3. Knowledge in software development lifecycle in an enterprise environment

5. Goal-oriented, action-focused, executive level interpersonal and communication skills

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

7. Proven leadership skills

8. Outstanding record of project management success

Preferred Qualifications:

1. Project Management Professional (PMP) certification

2. Three years of financial services-related project experience

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)