דרושים Mtg Foreclosure Case Manager Liaison ב-Truist ב-United States, Richmond

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. Serve as the primary relationship manager for a portfolio of mass affluent clients. Sell, deliver and provide ongoing service for a broad range of fee income and retail banking products and services appropriate to mass affluent clients. Premier Bankers should deliver a level of personalized, attentive service that clients deem outstanding.
2. Establish and periodically update understanding of client financial needs and conditions based upon sound profiling and personal financial planning analysis. Proactively work with the financial advisor on assigned investment accounts for adherence to investment and asset allocation objectives and policies.4. Meet revenue growth, profitability and retention goals by developing new clients, expanding services, and marketing new products to existing clients. Successfully participate in the sales management process, which includes, but is not limited to, the delivery of excellent client service behaviors, support of the Truist segmentation models, full use of the automated sales process and support of referral processes and guidelines. Monitor, maintain and update sales activity, pipeline and other pertinent information using the bank's contact management system.
7. Work within existing audit, compliance and regulatory framework in order to ensure a high quality, compliant portfolio of client relationships.
8. Participate in the ongoing implementation and development of the Premier Banking program, including processes, products, services and operating policies and procedures.

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 with a concentration in business, accounting, finance, banking or equivalent financial services experience and related training.
2. Minimum of five years offinancial servicesexperience working with clients dealing with banking, investments, and/or retail lending.(experience may include Retail, Wealth, Advisory, and/or Retail Lending experience)one years’ experience in a financial client relationship manager role.
3. Advanced knowledge of a broad range of personal financial planning/advisory/insurance and investment management/asset allocation concepts and understanding of retail credit and traditional retail bank products for the mass affluent market.
4. A minimum of Securities Industry Essentials (SIE), FINRA Series 6 or 7, 66 (63 and 65 in lieu of 66) and applicable Insurance licenses (Life, Health, and Variable) must be active and maintained, or must be obtained within 100-150 days of job entry date. Active FINRA licenses must be transferred within 60 days of job entry date. Must be SAFE Mortgage Licensing Act compliant with 30 days of employment in this role, including new or transfer of registration, and applicable NMLS acceptable background check.
5. Strong interpersonal, sales and relationship management skills.
6. Strong written, verbal and presentation skills including demonstrated proficiency in basic computer applications such as Microsoft Office software products.

Preferred Qualifications:

1. Master’s degree in business, accounting, finance, or banking
2. Mass Affluent Banking experience
3. Completion or enrollment in professional level certification programs (preference in rank order): Certified Financial Planner (CFP), Chartered Financial Analyst
(CFA), Accredited Asset Management Specialist AAMS® , Certified Trust and Financial Advisor CTFA®, Chartered Life Underwriter CLU®, CRPC® – Chartered Retirement Planning Counselor, or ChFC® – Chartered Financial Consultant®

4. Completion of Leadership Development Program or Banking School such as Truist Leadership Development Program or Banking School

Regular or Temporary:

English (Required)

Position will sit in-office 4 days a week, and 1 remote. At one of the locations:

• 7701 Airport Center Drive, Greensboro, North Carolina
• 7455 Chancellor Drive, Orlando, Florida

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. Support the commercial lending process through underwriting, policy knowledge, credit structuring, and risk assessment in credit request packages in a moderate sized or large homogeneous portfolio. Ensure packages are complete, accurate and thoroughly documented

2. Analyze and/or recommend adjustments to financial statement spreads

3. Interact with client, verbally and in writing, on pending loan requests or portfolio management actions

4. Understand and articulate all Truist Wholesale Credit policies, procedures and processes. Recommend credit within the Bank's risk appetite, and document when and why exceptions are appropriate. May require specialized underwriting skills for Commercial and Industrial, Commercial Real Estate, SBA lending, and other product offerings

5. Exercise prudent credit judgment through individual loan authority, if applicable

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, or equivalent education and related training

2. 3 years of experience in commercial lending and/or credit experience

3. Comprehensive commercial lending, underwriting, and regulatory knowledge

4. Demonstrated effective problem solving skills

5. Understanding of financial and cost accounting principles

6. Strong interpersonal, written, and communication

7. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products

Preferred Qualifications:

1. Demonstrated proficiency in commercial lending systems

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, or equivalent education and related training

2. 5+ years of experience in commercial lending and/or credit experience

3. Comprehensive commercial lending, underwriting, and regulatory knowledge

4. Demonstrated effective problem solving skills

5. Understanding of financial and cost accounting principles

6. Strong interpersonal, written, and communication

7. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products

Preferred Qualifications:

1. Master's degree in Finance, Accounting, Economics, Business or equivalent financial industry training

2. RMA - Credit Risk Certification

3. Demonstrated proficiency in commercial lending systems

4. Previous CRE underwriting experience

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.

Prepare judgement figures. Ensure all foreclosure milestones are met within the required timeline. Monitor foreclosure attorney performance, prepare attorney scorecards and attend attorney scorecard meetings. Review and approve invoices. Handle attorney escalations. Work with other LOB’s and the foreclosure attorney to postpone and resume the foreclosure process. Ensure investor, department and company guidelines are met. Maintain quality, productivity, attendance, and SLA expectations. All other duties as assigned.

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 equivalent.Four or more years of mortgage experience in Loss Mitigation, Post Foreclosure, Bankruptcy, Quality Assurance, or equivalent.Knowledge of collection, mortgage servicing, default servicing concepts, investor servicing guidelines and systems.Demonstrate proficiency and knowledge of Microsoft Office including Excel formulas. Proven ability to communicate and interact professionally with leaders, other LOB’s and vendors. Strong interpersonal, time management, organizational skills.Ability to work in a constantly changing and fast-paced environment.Strong analytical and decision making skills.Ability to quickly grasp foreclosure concepts, identify gaps and resolve issues.

Preferred Qualifications:

Bachelor’s degree in appropriate field Advanced knowledge of foreclosure investor (GSE, FHA, VA, USDA) and regulatory requirements Advanced knowledge of Clarifire, MSP, and ADM systems Project lead experience Vender monitoring experience

Choose an item.

Up to 25 lbs.

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.

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.

• Develop and maintain strong partnerships with groups across Marketing, including Sports Marketing, Golf Marketing, Sponsorships, Events teams and other key business partners to execute on strategy.
• Build routines, working with key partners in Marketing, LOBs, and Data & Analytics, for reporting which will be used by each LOB in Wholesale to measure the growth of our business and to help guide executives in decision making for improved asset usage.
• Influence to help build agreement across our Wholesale LOBs and to serve as the key leader that represents Wholesale across the Enterprise.
• Responsible for leading key governance activities, including establishing the new Wholesales Tickets, Suites, Events and Sponsorship Council and for developing quarterly reports to the Wholesale Banking Leadership Team and where requested to the CEO.
• Responsible for maintaining a risk mindset and work with our risk teams to ensure we have documented processes for assets being used by teammates and clients.
• Develop and drive consistent adoption of templates, processes, and approaches to streamline core and common functions.
• Collaborate with functional partners including finance, HR, credit & risk management, legal & compliance, marketing & communications, events, and technology.
• Support a culture of collaboration and trust through frequent and transparent communication, professionalism, and respect.
• May manage a team.

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, or equivalent education and related training or experience to include 8+ years of experience in positions that carry increasing levels of responsibility, including experience in strategy or business consulting
2. Critical-thinking skills; ability to break-down large, abstract problems or questions into sub-components and develop comprehensive and cohesive recommendations, with supporting data/rationale
3. Excellent communication skills (written and verbal)
4. Strong cross-functional collaboration skills
5. Excellent interpersonal skills, ability to engage with stakeholders at all levels in the organization
6. Advanced proficiency with MS Office tools: PowerPoint, Excel and Word

Preferred Qualifications:

Strong knowledge and experience in strategic planning and execution, including creating and executing comprehensive plans associated with corporate Tickets, Suites, Events & Sponsorships

Ability to translate and present complex data in a manner that educates, enhances understanding, and influences decisions

Sense of urgency and ability to multi-task and manage competing projects in a deadline-driven environment

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.

High school diploma or equivalent.Two or more years of experience in Mortgage, Operations, Default, Quality Assurance, or equivalent education.Knowledge of basic default servicing and mortgage systems.Basic knowledge of Microsoft Office including Excel formulas. Strong oral and written communication skills. Strong interpersonal, time management, organizational skills.Ability to work in a constantly changing and fast-paced environment.Strong analytical and decision making skills.Ability to understand and implement basic operating principles.

Preferred Qualifications:

Bachelor’s degree in appropriate field Mortgage default experience General knowledge of GSE servicing guidelines General knowledge of mortgage applications

Choose an item.

Up to 25 lbs.

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.

IN OFFICE 4 DAYS/1 DAY REMOTE