Portfolio Administration Onboarding & Servicing Manager Location Charlotte, NC : The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help?
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Regular Language Fluency: English (Required)
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1st shift (United States of America) Please review the following : The Onboarding & Servicing Team provides ongoing support of the Wholesale Credit Delivery credit origination and underwriting process by analyzing and summarizing client and transaction information, populating nCino/AFS systems and submitting finalized credit memos 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 manages the tracking of reporting requirements and financial covenants as required by legal documentation by monitoring and clearing all ticklers for Credit Delivery clients, providing reporting to Portfolio Managers and mitigating potential risk by early escalation of past dues. The team identifies new and recurring risks related to the origination, closing, booking and funding and ongoing management of Wholesale Credit Delivery credit products. 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. Responsible for the day-to-day leadership of the Origination and Portfolio Specialists who are aligned by industry or region 2. Ensure that team deliverables are met in a timely manner and to a high degree of accuracy. 3. Serve as a Liason between and engage with Portfolio Administration, Portfolio Management, Loan Operations, Compliance, Audit and Technology. 4. Maintain Subject Matter Expertise and ensure that credit package standards, closing and funding deliverables and Flood regulation requirements are being met and managed 5. Contribute to and manage special projects as needed including but not limited to system enhancement workstreams, audit/credit review remediations and larger scale documentation/data requests 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. Bachelor's Degree or an equivalent combination of education and experience. 2. 10 years of experience in risk, operations, administration and/or project management 3. Strong analytical and organizational skills or highly specialized skill set 4. Well-developed verbal and written communication/presentation skills 5. Adept with Microsoft Office products Preferred Qualifications: 1. 10 to 15 years of experience in risk, operations, administration, and/or project management 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. EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify
