Truist Credit Operations Fulfillment Specialist III - HELOC 

United States, North Carolina, Greensboro 

587979016

Regular or Temporary:

English (Required)

1st shift (United States of America)This is an on site position.JOB SUMMARY

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.