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Regular or Temporary:
RegularLanguage Fluency: English (Required)
Work Shift:
1st shift (United States of America)Please review the following job description:
The Onboarding & Servicing Team provides ongoing support of the CIB Credit Delivery credit origination and underwriting process by analyzing and summarizing client and transaction information, populating nCino/AFS systems and submitting finalized credit memos for approval. The team supports the loan closing process by gathering documentation required for closing, coordinating loan closings with the closing team and ensuring the proper booking of all facilities on the loan system. The team is responsible for accurate and timely setup of all client credit files, ongoing updates and annual credit file certifications. The team also manages the tracking of reporting requirements and financial covenants as required by legal documentation by monitoring and clearing all ticklers for Credit Delivery clients, providing reporting to Portfolio Managers and mitigating potential risk by early escalation of past dues. The team identifies new and recurring risks related to the origination, closing, booking and funding and ongoing management of CIB Credit Delivery credit products.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. Establishes and maintains paper and electronic credit files in line with policy recommended standards including annual certification of each file.
2. Manages tracking and timely receipt of required client reporting.
3. Assists client transfers between portfolios and completes transfer worksheets
4. Provides administrative support to Portfolio Management teams on risk reviews, internal and external audits
5. Communicates and elevates past due reporting requirements to PM team, including but not limited to GPM.
6. Provides Tickler and Annual Review reporting on a regular and ad hoc basis
7. Coordinates with CROS for original documents to be sent to the Vault
8. Maintain and update ACS spreadsheet and manage rush requests through Salesforce
9. Validates proper setup of UCCs in vendor database for tracking purposes
10. Ensures documents for Left Lead and Bilateral clients are uploaded to OnPointe. Additionally, ensure that all flood diligence packages are uploaded to OnPointe.
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 an equivalent combination of education and experience.
2. Basic proficiency in Microsoft Office products
3. Highly motivated individual with effective verbal and written communication skills and great attention to detail
4. Excellent client service, communication, time management and organizational skills
Preferred Qualifications:
1-2 years of work related experience
General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
Truist supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. Truist is a Drug Free Workplace.
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