Truist SBDS Support Specialist 

United States, Florida, Orlando 

957790064

Regular or Temporary:

English (Required)

1st shift (United States of America)

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. Provide prompt and efficient servicing to Asset Managers and CSBB clients taking ownership of needs, problems, and requests, following through to ensure timely and accurate resolution.

2. Assist in general servicing of problem Small Business loans assigned to Asset Managers, including but not limited to the completion of necessary forms and documentation, ordering reports like appraisals, site inspections and title reports/searches, processing payments, general research, wire processing, and general maintenance,

3. Assist Asset Managers with portfolio management ensuring accurate client assignment and account data. Monitor portfolio and servicing reporting and escalate as needed.

4. Assist Asset Managers with general loan support. Deliver accurate and timely information to internal loan areas as needed, communicate with the client (if asked) and assist with appropriate stages of the loan process. Assist the Asset Manager 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. Preparation of various letters including demand letters, request for financials, tax and insurance letters, and other letters as directed by the Asset Manager.
5. Sending or marking documents to outside counsel at the request of the Asset Manager.
5. Perform other duties, projects and tasks as assigned.

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. High School diploma, or equivalent education and related training
2. Five years of related experience, preferably within financial services
3. Two years of experience in an administrative support role, or similar
4. Good communication skills, both written and verbal, in relating to internal and external clients and contacts
5. Good organizational skills
6. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products, etc.

1. Associate’s degree in related field
2. Possess working product knowledge of bank services and Financial Services Industry
3. Possess math aptitude with ability to grasp general accounting and financial concepts