Truist Commercial Client Specialist 

United States, Pennsylvania 

817505176

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.

Loan Support

Assist Relationship Managers with general loan support. Deliver accurate and timely information to internal loan areas as needed, communicate with the client and assist with appropriate stages of the loan process. Assist the RM in staying in compliance with regulations such as Reg B, BSA/AML, etc. Collect client information and assisting with follow up. Conduct general research and clear loan documentation exceptions. Assist Relationship Managers in problem loan management and collection activities through review of past due reports, monitoring of payment postings and post-closing due diligence, contacting past due clients and bringing potential collection issues to the awareness of the Relationship Manager.

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 education and related training Three years of related experience, preferably within financial services Good communication skills, both written and verbal, in relating to internal and external clients and contacts Good organizational skills Ability to complete all core courses outlined in the CCS training curriculum Demonstrated proficiency in basic computer applications, such as Microsoft Office software products, etc.

Preferred Qualifications:

Associate’s degree in related field Possess working product knowledge of bank services and Financial Services Industry Possess math aptitude with ability to grasp general accounting and financial concepts Possess working knowledge of excel and/or reporting applications