Wholesale Credit Delivery Portfolio Specialist I

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Regular or Temporary:

Language Fluency: English (Required)

Work Shift:

Please review the following job description:

The Wholesale Credit Delivery Middle Office Team provides ongoing support to the credit delivery origination and underwriting process by analyzing and summarizing client and transaction information, populating applicable loan origination system(s) and submitting finalized credit packages for approval. The team supports the loan closing process by gathering documentation required for closing, coordinating loan closings with the closing team and ensuring the proper booking of all facilities on the loan system. The team is responsible for accurate and timely setup of all client credit files, ongoing updates and annual credit file certifications. The team also identifies new and recurring risks related to the origination, closing, booking and funding of Wholesale Credit Delivery credit products.

Portfolio Specialists are responsible for supporting the efforts of the Wholesale Credit Delivery 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.

PS 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.

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.

• 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 Qualifications:

• 1-2 years of relevant work experience

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 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.

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