Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Job Grade:

107

Please review the following job description:

Under limited supervision, provide service and loan support to Asset Managers supporting problem loan portfolios. Support is provided across all CSBB Small Business segments and SBA Loans.

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. 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.

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. 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.

Preferred Qualifications:
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

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.