Truist Inc
Portfolio Administration Loan Origination Specialist I
Truist Inc, Charlotte, North Carolina, United States, 28245
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? (https://www.brainshark.com/bbandt/careers-site-faq)
If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (careers@truist.com?subject=Accommodation%20request)
(accommodation requests only; other inquiries won't receive a response).
Regular or Temporary:
Regular
Language Fluency: English (Required)
Work Shift:
1st shift (United States of America)
Please review the following job description:
The Onboarding & Servicing Team provides ongoing support of the CIB 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 CIB 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.
Perform activities and manage communication with appropriate internal partners (AFES, Portfolio Management, Risk Management, Loan Ops, etc.) to ensure consistent application of CIB credit procedures and processes and compliance with applicable bank policies and regulatory requirements.
Work closely with AFES Underwriters or Portfolio Managers to gather and review required documentation (underwriting, legal, regulatory etc.) necessary to complete a credit work package for submission for credit approval in nCino/AFS.
Simultaneously supports multiple transactions at different points in the deal flow process.
Coordinate with AFES Underwriters or Portfolio Managers to ensure all credit packages are approved and sent for booking no later than at the time of closing.
Gather documentation required for loan closing and coordinate all closings with Closing Team. Act as single point of contact for closing/funding/booking questions and clarifications needed by Closing Team.
Ensure compliance with Flood Regulation and related internal policies at Origination and any other MIRE event.
Contribute to Special Projects as assigned by Manager or GPMs
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 (https://benefits.truist.com/)
. 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 (https://www.eeoc.gov/sites/default/files/2022-10/EEOC_KnowYourRights_screen_reader_10_20.pdf)
Pay Transparency Nondiscrimination Provision (https://www.dol.gov/sites/dolgov/files/OFCCP/pdf/pay-transp_%20English_formattedESQA508c.pdf)
E-Verify (https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster_ES.pdf)
Need Help? (https://www.brainshark.com/bbandt/careers-site-faq)
If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (careers@truist.com?subject=Accommodation%20request)
(accommodation requests only; other inquiries won't receive a response).
Regular or Temporary:
Regular
Language Fluency: English (Required)
Work Shift:
1st shift (United States of America)
Please review the following job description:
The Onboarding & Servicing Team provides ongoing support of the CIB 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 CIB 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.
Perform activities and manage communication with appropriate internal partners (AFES, Portfolio Management, Risk Management, Loan Ops, etc.) to ensure consistent application of CIB credit procedures and processes and compliance with applicable bank policies and regulatory requirements.
Work closely with AFES Underwriters or Portfolio Managers to gather and review required documentation (underwriting, legal, regulatory etc.) necessary to complete a credit work package for submission for credit approval in nCino/AFS.
Simultaneously supports multiple transactions at different points in the deal flow process.
Coordinate with AFES Underwriters or Portfolio Managers to ensure all credit packages are approved and sent for booking no later than at the time of closing.
Gather documentation required for loan closing and coordinate all closings with Closing Team. Act as single point of contact for closing/funding/booking questions and clarifications needed by Closing Team.
Ensure compliance with Flood Regulation and related internal policies at Origination and any other MIRE event.
Contribute to Special Projects as assigned by Manager or GPMs
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 (https://benefits.truist.com/)
. 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 (https://www.eeoc.gov/sites/default/files/2022-10/EEOC_KnowYourRights_screen_reader_10_20.pdf)
Pay Transparency Nondiscrimination Provision (https://www.dol.gov/sites/dolgov/files/OFCCP/pdf/pay-transp_%20English_formattedESQA508c.pdf)
E-Verify (https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster_ES.pdf)