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Truist CCB Lending Process Manager I in Charlotte, North Carolina

Req ID: R0068989

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Regular or Temporary:


Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:


The Commercial Community Bank Lending Process Manager I is responsible for supporting the end-to-end lending process of the Commercial Community Bank Bankers on their Centralized Lending Unit Portfolio. These responsibilities include, but are not limited to, new deal review and guidance prior to submission to the Centralized Lending Unit, preliminary review of clients’ submitted financial statements for new requests and annual renewals, ensuring Centralized Lending Unit loan package submission accuracy and completeness, following loan packages through the Centralized Lending Unit to facilitate an efficient process and positive client experience, client engagement as appropriate, and post approval engagement with the client and Commercial Fulfillment/Complex Commercial Lending.

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. Provide support to bankers on potential deal structures (policy and guidelines alignment). Required to remain current on policy, guidelines, and procedures as they evolve. Work closely with the banker to ensure a clear understanding of the borrower’s needs to advise on policy and guidelines. Develop subject matter expertise within the space. Own the submission of the loan opportunity to the Centralized Lending Unit including the Salesforce set-up and ensuring all appropriate financials and documentation to support the request is complete and accurate with the expectation of limited to no pended opportunities. Monitor the end-to-end process of each request as it moves through the Centralized Lending Unit and Commercial Fulfillment/Complex Commercial Lending. Critical deal team member in all communication with the banker and the Centralized Lending Unit to ensure the opportunity continues to flow through the end-to-end process. The Lending Process Manager is the critical point internally to ensure the request does not have an extended response time to the client. Review maturity reports with collaboration from the Centralized Lending Unit to address renewals in advance of their maturity to support a strong client experience and proper risk management. Lending Process Manager may engage clients to collect all pertinent information needed for Centralized Lending Unit submission. Engage with clients and prospects as appropriate through the entire lending process to support a strong and enhanced client experience. Order the appraisal, environmental, and flood documentation when required to support the approval and loan closing in partnership with the Commercial Credit Specialist. Obtain required documentation required for closing including, but not limited to, proof of insurance, entity legal documentation, etc. in partnership with the Commercial Client Specialist. Review prepared loan documents against the approved credit package prior to execution by the client. Support the sales process and portfolio growth through recognition of referral opportunities using internal resources and data. Partner with bankers in bringing attention to any potential client needs recognized through client contact or financial statement review.

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.

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