Market President Producer Ii jobs at Truist
Truist RAC Loan Processor II United States, Florida, Jacksonville
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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. 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
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Truist Branch Leader I/II- Frankford United States, Pennsylvania, Philadelphia
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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.
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
Truist Project Manager II United States, North Carolina, Charlotte
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Regular or Temporary:
English (Required)
1st shift (United States of America)Oversee multiple high-priority projects and/or business unit programs, which requires considerable resources with high levels of integration. Ensure projects are documented, prioritized and executed to address program/project requirements. Focus on meeting customer needs and satisfaction by managing program commitments and resolving ambiguity and issues, including communications with sponsors, stakeholders, and management, including senior leaders and executives. Provide vision and strategy to meet business needs and defined objectives. Interface with all areas affected by the project including end users, business stakeholder, support functions and vendors. Ensure adherence to quality standards and established policies and processes.
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
Truist Branch Leader II III - Crossroads United States, Virginia
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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.
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
Truist Wealth Support Specialist II- SEG Nashville TN United States, Tennessee, Nashville-Davidson
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Regular or Temporary:
English (Required)
1st shift (United States of America)* This is an in-office position located in Nashville, TN.*
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.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. 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 Syndicated & Leverage Finance Analyst II United States, Georgia, Atlanta
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Regular or Temporary:
English (Required)
1st shift (United States of America)Responsible for advising, managing and underwriting all leveraged finance activities for corporate clients. Advise clients on raising debt for acquisitions, refinancing, or restructuring existing debt through high yield bonds, and syndicated loans.
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. Works closely with senior CIB professionals.
2. Performs assigned duties with some independence, including but not limited to, due diligence, document processing, financial modeling, statistical analysis, research, and presentation development.
3. Begins to lead processes in particular with junior teammates at PE firms.
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. Licenses: Series 7, 79, 63
3. Proven analytical ability and attention to detail
4. Solid leadership and interpersonal skills
5. Proven ability to work well in a fast-paced, team-oriented environment
6. Strong written and oral communication skills
7. 1 year of related work experience since graduation from an undergraduate program
Preferred Qualifications:
1. 2 years of related work experience since graduation from an undergraduate program
Truist Branch Leader II III - South Memorial Parkway United States, Alabama, Huntsville
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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.
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
Share
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. 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
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