Truist Portfolio Management Specialist in Atlanta, Georgia
Req ID: R0026917
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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:
A successful candidate will support the CIB Credit Delivery Portfolio Management team in three primary areas: preparation of credit approval memoranda in nCino for Credit Transactions and Annual Reviews, coordination of loan closings, and delivery of requisite credit documents needed to build out or update the client Credit File. The candidate will work closely with Portfolio Managers and Analysts to prepare credit approval memoranda by analyzing and summarizing client and transaction information, using bank information systems to populate data fields, and submitting finalized credit memos for approval. This person will support 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 candidate will monitor and ensure that certain compliance requirements have been completed (AML/Flood) and assist in the creation of client Credit Files by gathering loan documents and providing to Servicing Specialists. This will include creating client credit files, setting up reporting and covenant ticklers, and assisting with various reporting requirements. This person will maintain an updated knowledge of all system enhancements and other applicable credit policy requirements to ensure continued compliance. The Person The ideal candidate has 4 years of relevant banking experience with at least 3 years of experience in a Loan Specialist or Loan Closing role. The candidate has a working knowledge of loan processes, documentation, operations and basic loan accounting. Strong reconciliation skills are a plus. The candidate has strong organizational, communication and interpersonal skills. This person is a motivated team player and simultaneously supports multiple transactions at different points in the deal flow process. This person is committed to a high degree of accuracy and accountability. Core skills and competencies include: •Proficient in MS Office applications•Confidently interacts with Portfolio Managers, AFES Teammates, Risk Managers andClosing Specialists•Exhibits great attention to detail in all aspects of daily job duties•Experience with nCino and Salesforce Education, Certifications & Licenses An undergraduate degree is required Truist supports a diverse workforce and is an Equal Opportunity Employer who does not discriminate against individuals on the basis of race, gender, color, religion, national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. Drug Free Workplace. Thank you for your interest in Truist! BB&T and SunTrust have come together in a transformational merger of equals to create Truist, the premier financial organization in the country. You may notice references to our legacy company names, BB&T and SunTrust, in places throughout this site. All such references should be understood to refer to Truist moving forward while we continue to transition to the Truist name. EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify
Thank you for your interest in Truist! BB&T and SunTrust have come together in a transformational merger of equals to create Truist, the premier financial organization in the country. You may notice references to our legacy company names, BB&T and SunTrust, in places throughout this site. All such references should be understood to refer to Truist moving forward while we continue to transition to the Truist name.
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