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Truist Investor Reporting Senior Analyst in Greenville, South Carolina

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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:

Participates in the operational effectiveness and continuous improvement of Servicing Financial Controls through the aggregation, calculation and analysis of data and reports. Effectively summarizes and presents findings and project results. Demonstrates ability to be insightful and deal with complex issues.

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.

Support the day-to-day needs of Mortgage Lending by providing data analysis, project deliverables, risk management and operational needs to achieve strategic objectives with intermittent supervision. Perform analysis of findings and trends using statistics, modeling, process documentation and profitability analysis. Determine and recommend the most appropriate response to identified complex problems, issues and/or defects by assessing impact and prioritization. Collaborate with stakeholders, including but not limited to, Origination, Servicing, Secondary Marketing, Mortgage Lending, to build consensus, prioritize request, and resolve issues. Coordinate with various business and technology units to define business requirements and determine specifications. Organize testing and implementation activities. Develop, execute and effectively summarize reporting deliverables to internal/external partners Review processes to identify potential areas of improvement. Keep abreast of changing regulatory rules, procedures, and industry trends. Be able to understand and communicate impacts. Performs work independently and completes other duties as assigned while demonstrating Truist values.


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.

Bachelor’s degree in Accounting, Finance, Mathematics, or Economics, or equivalent education and related training or experience Minimum of four or more years of experience in a related field. Advanced reporting and analytical skills. Perform work autonomy, independent of day-to-day management. Mature written and verbal communication. Key Software proficiency (e.g. MS Office, Database, Imaging Systems). Conceptual ability to analyze problems and devise solutions. Ability and willingness to learn and adapt as the needs of the job change. Ability to present to management as needed.

Other Job Requirements / Working Conditions


þ Sitting (if checked, indicate frequency)

Constantly (More than 50% of the time)

þ Standing (if checked, indicate frequency)

Occasionally (Less than 25% of the time)

þ Walking (if checked, indicate frequency)

Occasionally (Less than 25% of the time)

þ Bending (if checked, indicate frequency)

Occasionally (Less than 25% of the time)

þ Lifting (if checked, indicate pounds)

Up to 25 lbs.

þ Visual / Audio / Speaking

Able to access and interpret client information received from the computer and able to hear and speak with individuals in person and on the phone.

þ Manual Dexterity / Keyboarding

Able to work standard office equipment, including PC keyboard and mouse, copy/fax machines, and printers.

þ Availability

Able to work all hours scheduled, including overtime as directed by manager/supervisor and required by business need . Ability to work remote as necessary.

þ Travel (Must select one)

Minimal and up to 10%

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.

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