CCB Underwriting & Portfolio Specialist I - Military Veterans

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Regular or Temporary:

Regular

Language Fluency:  English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

Responsible for supporting the efforts of the CCB Portfolio Management organization. These responsibilities include, but are not limited to, portfolio administration, ensuring system and data accuracy, review of clients’ financial statement submissions, report preparation and distribution, and project support.

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. 

• Work closely with assigned Portfolio Managers, Associates, and Analysts to ensure accurate portfolio data is maintained within Truist systems.  Key systems include, but are not limited to, AFS Vision, Salesforce, nCino, Qlikview, MRA and TOE.


• Process and review clients’ required reporting submissions including financial statements, borrowing base documentation, financial covenants and backlog reports. 


• Prepare credit summaries as applicable. Where applicable, interact directly with clients on reporting submissions related to questions and discrepancies.


• Provide administrative support in the fulfillment of client requests and offshoring of portfolio maintenance/servicing requests.


• Support the CCB Portfolio Management organization in all aspects and with all projects as needed, including, but not limited to regulatory, risk or compliance related projects.


• Monitor Salesforce and Qlikview reporting as well as other relevant systems to anticipate and plan workflow with a 90-day forward looking view in support of prompt underwriting of new money, timely completion of reviews/renewals, and credit file certifications.


• Develop subject matter expertise and provide training to teammates as applicable.

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.

• College degree or equivalent education in Accounting or Finance. Knowledge of bank operating systems.


• Thorough understanding of banking and business operations


• Demonstrated proficiency in Microsoft Office applications, with a focus on Excel and PowerPoint.


• Strong interpersonal and professional written communication skills are critical.


• Ability to prioritize workflow and multi-task in a fast-paced environment.


• Demonstrated ability to work independently or within a team environment.

Preferred Qualifications:

• 2-4 years credit analyst or related work experience.


• Proficiency with Truist bank operating systems inclusive of AFS Vision and other Commercial applications (i.e. MRA, salesforce, nCino)

This position can be a remote position.

#LI-Remote

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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