Credit Operations Fulfillment Specialist III - HELOC
Credit Operations Fulfillment Specialist III - HELOC
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1 Vacancy
Job Description
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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:
*Position will work on site 5 days per week.*JOB SUMMARY
Responsible for a variety of activities supporting the origination booking modification servicing and subordinations of retail consumer and small business purpose loans originated through a variety of channels including the Community Bank Wealth Division Premier Team Mate Banking and Electronic Delivery Channels in a centralized environment.
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. Coordinate activities relevant to Wealth Premier Small Business and Retail loan requests. This includes working and maintaining positive working relationships with external and internal clients attorneys settlement agents insurance agents vendors and other internal partners.
2. Independently work a pipeline of a wide variety of loan requests for new loan origination requests modification servicing subordination collateral releases conservation and regular easements including collateral types of Securities Real Estate (1-4 Family and Commercial) Marine Auto Boat/Motor/Trailer CD/Savings Unsecured.
3. Gather analyze review and approve Title reports Title Opinions Hazard Insurance Flood Insurance Appraisals complex income verification payoff statements and other related documentation to ensure policies are followed.
4. Review and approve Power of Attorney Trust documentation to ensure legal and policy guidance is followed.
5. Maintain a strong understanding of retail small business and wealth management products policies and processes.
6. Maintain a knowledge of compliance legal and documentation requirements including those specific to state laws.
7. Prepare documentation (system and manually generated) for closing packages including promissory notes security agreements funding information and other required documents in compliance with federal state and local guidelines and lending policy guidelines.
8. Audit pre-closing and executed loan packages to ensure documentation requirements meet lending policy guidelines.
9. Assist less experienced associates through mentoring and assisting with escalated issues.
10. Meet/exceed monthly production and quality performance metrics.
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. Associates degree in relevant studies or equivalent education and related training.
2. Five years of banking or financial services experience in lending.
3. Experience in reviewing approving and preparing loan documentation.
4. Excellent verbal and written communication skills.
5. Ability to problem solve and serve as an advocate of the client while balancing risk for Truist.
Preferred Qualifications:
1. Bachelors degree in relevant studies.
2. Experience in reviewing more complex documentation including Trusts Power of Attorney.
3. Knowledge in various types of lending products including Securities Real Estate (1-4 Family and Commercial) Marine Auto Boat/Motor/Trailer CD/Savings Unsecured.
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 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 Truists generous benefit plans please visit our Benefits site. Depending on the position and division this job may also be eligible for Truists 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 is an Equal Opportunity Employer that does not discriminate 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.
EEO is the LawPay Transparency Nondiscrimination Provision E-Verify
Required Experience:
Unclear Seniority
Employment Type
Full-Time
