Truist ยท 1 month ago
MWL Operations Specialist I
Orlando, FL
Full-time
Onsite
Entry Level
1+ years expTruist Bank is seeking a MWL Operations Specialist I to enhance client service in their Mortgage Warehouse Lending division. The role focuses on processing client requests, maintaining account integrity, and ensuring compliance with established guidelines while providing excellent client support.
BankingFinanceFinancial Services
Responsibilities
Provide exceptional service as primary point of contact for assigned Mortgage Warehouse Lending clients to influence revenue by making Truist the preferred lender. The relationships managed have the highest level of monitoring of any commercial relationship and typically include the highest commitment level in the bank
Respond promptly and professionally to inquiries, identify and resolve client needs and ensure positive client interactions
Communicate effectively with teammates at all levels regarding client activity and status
Adhere to documented policies and procedures and evaluate transactions to ensure risk tolerance is maintained
Be the first line of defense for risk management by proactively identifying potential risks and escalating to management
Process client funding requests to initiate wires for residential loan closings and apply investor payments as detailed on purchase advices and other required documentation
Track receipt and review of collateral in order to process client requests to ship original notes to investors for purchase
Ensure accuracy of transactions by analyzing documentation received and information uploaded into the data tracking system
Research and resolve discrepancies to ensure client pipeline accuracy and provide daily reports to clients for reconcilement purposes
Perform settlements for Syndicated Clients by processing advances and payments
Request wires and apply funds received from participating lenders. Monitor activity on client accounts in order to reconcile to data tracking system records, bank DDA system and General Ledger (GL)
Ensure proper disposition and resolution of funds received in error
Progressive responsibilities may include, but are not limited to verifying team balance sheets, operational procedure review, assisting with various projects and participate in quality control testing of new data system applications, upgrades and changes
Qualification
Required
1+ year(s) of banking and/or client service experience
Ability to communicate in a clear and concise manner with all levels of internal and external clients
Ability to perform work in accordance with specific procedures and challenge effectiveness of processes for improvement
Ability to maintain composure and flexibility during high volumes while working under pressure
Ability to work effectively in both a team environment and individually
Ability to analyze root cause of errors, apply critical thinking to determine resolution and make independent decisions
Detail-oriented, able to meet short deadlines, and have some mathematical aptitude
Excellent time management, organizational and multi-tasking skills
Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
Preferred
Knowledge or background in warehouse lending, commercial lending, residential loan documents, mortgage loan terms, investor requirements and/or accounting
Benefits
Medical
Dental
Vision
Life insurance
Disability
Accidental death and dismemberment
Tax-preferred savings accounts
401k plan
10 days of vacation
10 sick days
Paid holidays
Defined benefit pension plan
Restricted stock units
Deferred compensation plan
Company
Truist
Truist is the sixth-largest commercial bank in the U.S.
10001+ employees
H1B Sponsorship
Truist has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (313)
2024 (247)
2023 (288)
2022 (275)
2021 (278)
2020 (270)
Funding
Current Stage
Late StageTotal Funding
unknown2021-01-01Seed
Leadership Team
Michael Maguire
Chief Financial Officer
James Cordovana
SVP of Cloud Security Enterprise Architect
Recent News
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2026-01-15
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