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Truist Sheffield Dealer Discount Specialist II United States, North Carolina, Winston-Salem 942717219
29.01.2025
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Regular or Temporary:
English (Required)
1st shift (United States of America)
Please review the following job description:Review and process new loan packages submitted by the dealer clients for loan proceeds disbursement and new account boarding. Ensure that all required and requested paperwork for each loan funding package has been received and properly documented by the dealer client. Handle escalated calls and requests from dealer clients and provide problem resolution, as necessary. Provide support for all functions of the department, while being a key resource for co-workers. Ensure the Perfect Client Experience (PCE) is provided by telephone to current and prospective clients while adhering to Bank policies and procedures and supporting the TRUIST values model.
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. Deliver world standard client service leadership by answering telephone inquiries timely, accurately and professionally.
2. System attachment of new loan packages and/or loan support documentation (sorting) to the appropriate application file.
3. Review, verify, and board loan packages and loan package support documentation in accordance to the Loan Verification guidelines, including but not limited to:
4. Loan request application;
5. Completed signed loan documents;
6. Proper documentation related to cosigners, guaranty agreements or chattel agreements;
7. Properly document any additional products, such as gap insurance, extended warranties, tire and wheel or theft protection services;
8. Dealer sales invoice;
9. Collateral information recording;
10. Customer identification.
11. Provide key support, research and problem resolution to dealer clients.
12. Deliver and provide training, coaching and mentoring for those in Sheffield Dealer Discount I position and assist with the most complex work.14. Track, manage and cure loan packages identified as incomplete or reflect evidence of discrepancies.
15. Execute commodity checks via telephone communication to new customers.
16. Assist in attaching dealer loan proceeds confirmations to loan application files.
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. Deliver world standard client service leadership by answering telephone inquiries timely, accurately and professionally.
2. System attachment of new loan packages and/or loan support documentation (sorting) to the appropriate application file.
3. Review, verify, and board loan packages and loan package support documentation in accordance to the Loan Verification guidelines, including but not limited to:
4. Loan request application;
5. Completed signed loan documents;
6. Proper documentation related to cosigners, guaranty agreements or chattel agreements;
7. Properly document any additional products, such as gap insurance, extended warranties, tire and wheel or theft protection services;
8. Dealer sales invoice;
9. Collateral information recording;
10. Customer identification.
11. Provide key support, research and problem resolution to dealer clients.
12. Deliver and provide training, coaching and mentoring for those in Sheffield Dealer Discount I position and assist with the most complex work.14. Track, manage and cure loan packages identified as incomplete or reflect evidence of discrepancies.
15. Execute commodity checks via telephone communication to new customers.
16. Assist in attaching dealer loan proceeds confirmations to loan application files.
QUALIFICATIONS
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, or equivalent education and related training
2. Five years of related experience
3. Ability to work in an independent and team oriented environment
4. Excellent attention to detail, with great accuracy
5. Ability to perform in a fast paced, highly dynamic environment
6. Demonstrated time management skills
7. Resourcefulness to multitask in order to accomplish desired work output
8. Working knowledge of the organization's systems and policies as they relate to job duties
9. Aptitude to comprehend the dynamic of retail sales financing process cycle from application submission to account servicing
10. Ability to work with minimal supervision
11. Effective communication skills
12. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
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, or equivalent education and related training
2. Five years of related experience
3. Ability to work in an independent and team oriented environment
4. Excellent attention to detail, with great accuracy
5. Ability to perform in a fast paced, highly dynamic environment
6. Demonstrated time management skills
7. Resourcefulness to multitask in order to accomplish desired work output
8. Working knowledge of the organization's systems and policies as they relate to job duties
9. Aptitude to comprehend the dynamic of retail sales financing process cycle from application submission to account servicing
10. Ability to work with minimal supervision
11. Effective communication skills
12. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
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