Truist ยท 5 hours ago
Wholesale Credit Delivery Portfolio Specialist I - REMOTE POSITION
Atlanta, GA
Full-time
Remote
Entry Level
1+ years exp
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Responsibilities
Perform activities and manage communication with appropriate internal teammates (Portfolio Managers, Relationship Managers, Final Approving Officers, Loan Ops, etc.) to ensure consistent application of Wholesale Credit Delivery procedures and processes and compliance with applicable bank policies and regulatory requirements.
Establishes and maintains paper and electronic credit files in line with policy and procedural standards. Coordinates with cross-functional partners to ensure original loan documents are appropriately submitted to the Vault. Supports additional perfection and documentation activities as needed (such as UCC tracking, flood due diligence, exception clearing, etc.).
Manages tracking and timely receipt of required client reporting. Communicates and elevates past due reporting requirements to PM team.
Covenant monitoring and maintenance.
Manages requests and follow up on tasks submitted for offshore support.
Ensures loan documents and financial statements are uploaded to the appropriate file of record.
Provides portfolio monitoring reports on a regular basis.
Assists client transfers between portfolios and completes transfer worksheets.
Provides administrative support to Portfolio Management teams on risk reviews or audits, internal and external.
Ensure compliance with real estate valuation and environmental policies for applicable real estate collateralized deals by ordering and reviewing proper valuations and environmental reports.
Contribute to Special Projects as assigned by Manager.
Qualification
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Required
Bachelor's Degree or an equivalent combination of education and experience
Basic proficiency in Microsoft Office products
Highly motivated professional, adept in both verbal and written communication with great attention to detail.
Excellent client service, communication, time management and organizational skills
Ability to prioritize workflow and multi-task in a fast-paced environment.
Demonstrated ability to work independently or within a team environment.
Preferred
1-2 years of relevant work experience
Benefits
Medical
Dental
Vision
Life insurance
Disability
Accidental death and dismemberment
Tax-preferred savings accounts
401k plan
Vacation
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
Funding
Current Stage
Late StageTotal Funding
unknown2021-01-01Seed
Leadership Team
Thomas Hackett
Chairman and Chief Executive Officer
Michael Maguire
Chief Financial Officer
Recent News
2024-11-21
Company data provided by crunchbase
