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Truist Document Control Specialist in Greenville, North Carolina

Req ID: R0046386

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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:

Follow applicable collection and established departmental procedures to process and resolve issues which arise from title, insurance claims and aftermarket product cancellation transactions. Advise manager of problem accounts which may result in loss exposure.


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. Maintain a working knowledge of established departmental policies and procedures, mainframe system applications, and corporate bank policies as they pertain to job assignments.

  2. Work assigned claims and cancellations in priority as established by management.

  3. Respond in a timely manner and effectively process basic to moderate requests, inquiries and proposals received from both external and internal clients. Escalates unresolved or unusual issues as needed to senior staff members or management for guidance and resolution.

  4. Document and communicate efforts accordingly with business centers, collections, and management associates.

  5. Review assigned reports and work queues to provide optimal customer service and reduce risk exposure.

  6. Research, resolve and document inquiries based on working knowledge of various external agencies.

  7. Follow-up with customers, dealerships, business centers, and other third parties to secure collateral interest, ensure the claim process is complete, and confirm product rebates due are received and processed.

  8. Provide external agencies with appropriate information and required document’s to expedite the claim settlement process, facilitate product cancellations and complete title modifications.

  9. Ensure settlement proposals are in compliance with established policies and procedures.

  10. Review and map rebates received on a daily basis.

  11. Use multiple systems, recording information, importing/entering data, and maintaining records using considerable knowledge of department policy and procedures.

  12. Interacts professionally with dealers, customers, and other vendors to obtain missing or invalid information and documentation; obtains and reviews documentation for accuracy.

  13. Resolve complex customer issues using multiple resources and records.

  14. Prepare and distribute specialized and/or complex documents.

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. High School diploma or equivalent education and related training or experience

  2. Good verbal and written communication skills

  3. Good decision-making and problem-solving skills

  4. Ability to work independently with minimum supervision

  5. Good time management/organizational skills

  6. Ability to work in a team environment

  7. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products

  8. Ability to travel, occasionally overnight

Preferred Qualifications:

  1. One year of equivalent experience

  2. Bilingual

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.

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