דרושים Commercial Fulfillment Specialist ב-Truist ב-United States, Greensboro

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.

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)

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. 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.

Regular or Temporary:

English (Required)

Essential Duties and Responsibilities

1. Lead communication with key members of the commercial front line as well as credit partners and other internal partners to ensure consistent application of the Bank’s procedures and processes.
2. Responsible for efficient delivery of services to internal and external clients for all related activities including, but not limited to, due diligence processing, documentation processing, closing, funding and post-closing functions.
3. Support the commercial lending process by producing legal and supporting documentation required for closing various types of commercial transactions through timely and accurate input to internal systems. Manage documentation risk by ensuring documentation is in compliance with credit approval, secure a valid lien, and confirm that all pre-closing requirements are satisfied.
4. Manage documentation quality to ensure it meets or exceeds Bank’s exception rate goal by identifying required loan documentation for various loan types and pledged collateral, consistently monitor exception activity and provide timely follow-up and clearing of exceptions.
5. Provide clear verbal and written communication to third parties, (e.g. internal lines of business, attorneys, insurance agents), as needed.
6. Facilitate external loan closings (e.g. attorney closing), process executed loan documentation for booking, accurately disburse loan proceeds, secure lien positions and submit completed loan packages to Loan Services in a timely manner.
7. Provide superior service to internal clients by taking ownership of client needs and requests and following through to ensure timely and accurate resolution.
8. Keep up to date on Truist’s regulatory and compliance policies and procedures as well as footprint states legal requirements.

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. Strong organizational skills and the ability to handle multiple tasks under tight time constraints
2. Basic commercial banking, finance, commercial credit knowledge or customer service experience.
3. High school diploma or equivalent education and related training
4. Experience in banking, credit operations, finance, loan consultation or administration
5. Demonstrated effective verbal and written communication skills for the purpose of explaining the loan closing process, funding, booking, exceptions and associated legal documentation to internal, external clients and appropriate counsel

Preferred Qualifications:

1.Associate’s degree or Bachelor’s degree in Business-related field

2.Knowledge of escrow, title, real estate, appraisals and lien perfection

3.Experience loan closing components including documentation, approvals, funding, exceptions and administration

Regular or Temporary:

English (Required)

Essential Duties and Responsibilities

1. Lead communication with key members of the commercial front line as well as credit partners and other internal partners to ensure consistent application of the Bank’s procedures and processes.
2. Responsible for efficient delivery of services to internal and external clients for all related activities including, but not limited to, due diligence processing, documentation processing, closing, funding and post-closing functions.
3. Support the commercial lending process by producing legal and supporting documentation required for closing various types of commercial transactions through timely and accurate input to internal systems. Manage documentation risk by ensuring documentation is in compliance with credit approval, secure a valid lien, and confirm that all pre-closing requirements are satisfied.
4. Manage documentation quality to ensure it meets or exceeds Bank’s exception rate goal by identifying required loan documentation for various loan types and pledged collateral, consistently monitor exception activity and provide timely follow-up and clearing of exceptions.
5. Provide clear verbal and written communication to third parties, (e.g. internal lines of business, attorneys, insurance agents), as needed.
6. Facilitate external loan closings (e.g. attorney closing), process executed loan documentation for booking, accurately disburse loan proceeds, secure lien positions and submit completed loan packages to Loan Services in a timely manner.
7. Provide superior service to internal clients by taking ownership of client needs and requests and following through to ensure timely and accurate resolution.
8. Keep up to date on Truist’s regulatory and compliance policies and procedures as well as footprint states legal requirements.

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. Strong organizational skills and the ability to handle multiple tasks independently under tight time constraints
2. Ability to manage a queue of 17-25 deals with various product types, requirements and documentation deadlines
3. Intermediate commercial credit knowledge including loan closings, legal documentation and exceptions
4. Proficiency in reviewing title work, surveys, collateral, lien filings, appraisals and environmental reports
5. Knowledge of commercial loan systems
6. Post-Secondary education, or equivalent work experience
7. Prior experience or knowledge of loan closing and lending regulatory requirements
8. 2-7 years experience in banking, finance, credit operations, loan consultation or administration
9. 2-7 years experience in the execution of legal documentation and associated processes
10. Demonstrated effective verbal and written communication skills for the purpose of explaining the loan closing process, funding, booking, exceptions and associated legal documentation to internal, external clients and appropriate counsel

Preferred Qualifications:

1. Bachelor’s degree or certificate in related field
2. Experience in all loan closing components including documentation, approvals, exceptions and administration
3. Professional license or specialized training in escrow, title, real estate, government programs (SBA and EXIM), and specialized lending programs

Regular or Temporary:

English (Required)