דרושים Customer Service Representative I-ii ב-Truist ב-United States, Greensboro

Regular or Temporary:

English (Required)

** POSITION WILL WORK ONSITE*****This position will work between the hours of 8am-8pm Monday-Friday and 9am-3pm Saturday. Schedules may vary during these hours. Training will be Monday-Friday from 8am-5pm. Once training is complete we anticipate the schedule will be 11am-8pm with a possible 9am-3pm Saturday.***

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.

Answer inbound client calls timely, accurately, professionally and courteously. Maintain required performance standards in quality, attendance, promptness and identifying client needs. Assist in the resolution of client needs. Ensure the security of client information and assist with minimizing bank losses by performing client authentication on each inquiry. Identify possible identity theft and fraud and escalate as appropriate. Accurately identify and track the call reason for solving client needs, support ongoing teammate training, forecasting and trending purposes. Engage with clients to understand their needs and leverage Truist products and services to best meet client expectations.

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.

High school diploma or GEDStrong communication (verbal and written) and interpersonal skills to fully identify client need’s and resolve them with minimal client effort Ability to work with confidential information in a professional manner Ability to adapt to change and work in a fast paced environment Basic computer navigation and keyboarding skills, including ability to multi-task wand navigate between multiple systems

Regular or Temporary:

English (Required)

1st shift (United States of America)Position will work on site 4 days per week and 1 day remote per week.Responsible for fulfillment of commercial loans, reviewing files and collecting information for adherence to regulatory, compliance, policies and procedures for all due diligence, legal documentation, funding, booking and lien perfection items. Act as a liaison between front line, credit approvers, attorneys, title agents, third party vendors and other internal departments to ensure an accurate and timely closing while maintaining the ban’s risk and controls.

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)

1st shift (United States of America)Provide direction and leadership, with emphasis on planning, development, and both short-term and long-term strategies or implementation roadmaps. Assess organizational objectives, defines mobilization activities and develops achievable goals to implement processes that improve departmental effectiveness.

Essential Duties and Responsibilities

1. Provide leadership and management oversight to achieve processing and performance results of the highest quality, which are in accordance and consistent with corporate objectives, legal and regulatory compliance
2. Direct and lead teammate development and engagement. Make recommendations for teammates regarding employment, career and professional development, performance evaluations, salary changes, promotions, transfers and terminations within established policies and guidelines.
3. Develops and implement standards, processes and procedures consistent with “best practices” and Financial Services Industry Standards
4. Works with business units and functional groups within their designated line of business to drive cohesion and connectivity across large scale working efforts
5. Directs activities to ensure appropriate support for merger/conversion process to provide a seamless transition
6. Promotes a results-oriented-team environment that continuously evaluates existing operations.

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. College Degree in business or related field, or equivalent education and related experience
2. 5-7 years in commercial lending, business administration, banking operations and management, strategic planning, or risk
3. Strong lending knowledge including but not limited to consulting, commercial/retail products, specialty lending, appraisals, regulatory and compliance, servicing, due diligence, documentation, funding and reconciliations
4. Excellent communication and interpersonal skills
5. Ability to interact with executive leadership
6. Strong leadership, organizational, and planning skills
7. Ability to work proactively and operate accurately and efficiently in a fast-paced environment with variable deadlines

Preferred Qualifications:

1. MBA, or other advanced level degree
2. Banking School Certification