Truist Mortgage Warehouse Lending Funds Management Specialist 1 in Orlando, Florida
Req ID: R0031998
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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:
Service Mortgage Warehouse Lending (MWL) clients’ deposit accounts by performing essential activities including account opening and client maintenance. Initiate, review and verify incoming and outgoing wire transfers in accordance with Federal regulations and established operating procedures. Maintain security and integrity of client accounts by following strict guidelines set by the department to minimize loss. Consistently provide the Perfect Client Experience to internal and external clients at all levels.
Essential Duties and Responsibilities: The 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. Deliver world standard client service by answering telephone and electronic inquiries timely, accurately, professionally, and courteously. Maintain required performance standards in quality, attendance, promptness, and identification of client needs. 2. Respond to client and non-client Demand Deposit Account (DDA) service inquiries. 3. Open new accounts per the client’s request and maintain existing account relationships according to MWL guidelines relating to credit facilities. 4. Research and resolve client service issues on a daily basis or as needs arise in accordance with BB&T’s Perfect Client Experience standards. 5. Establish and maintain account analysis groups. Review analysis statements for accuracy; research and resolve any discrepancies. 6. Implement relationship pricing as determined by facility agreement. 7. Monitor MWL deposit portfolio. Research Return Items and overdraft activity and obtain approvals as needed in accordance with policy and procedure. 8. Execute and verify high value domestic payments for MWL clients within critical time constraints. Monitor status of outgoing wires for proper completion and obtain additional information to clear exceptions. 9. Maintain procedures for job functions. 10. Progressive responsibilities may include, but are not limited to: operational procedure review, participating in quality control testing of new data system applications and/or upgrades and changes, provide backup as needed for MWL Billing, Treasury Services support and assisting with various projects. Required Skills and Competencies: 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 2. Two years of banking experience and/or experience heavy in client service 3. Effective interpersonal written and verbal communication skills, including the ability to communicate in a clear and concise manner with all levels of management, associates and clients and to rotate from one function to another under various levels of supervision 4. Experience with corporate formation documents 5. Ability to perform work in accordance with specific procedures, sometimes under pressure 6. Ability to work effectively in both a team environment and individually 7. Ability to work extended shift hours on short notice 8. Strong problem solving skills and ability to make independent decisions 9. Excellent time management, organizational and multi-tasking skills 10. Experience with a personal computer (PC), desktop calculator, copier and fax machine 11. Ability to work in an area governed by production standards and Federal regulations 12. Must be designated as “mission critical” employee on a rotating schedule within the department in the event of inclement weather or natural disaster 13. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products 14. Ability to lift up to 10 pounds regularly and up to 25 pounds occasionally 15. Ability to travel, occasionally overnight
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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