Credit Operations Fulfillment Specialist

3 weeks ago


Orlando, United States Truist Bank Full time

Need Help?

**Regular or Temporary**:
Regular

**Language Fluency**:English (required)

**Work Shift**:
1st shift (United States of America)

**Please review the following job description**:
JOB SUMMARY

Responsible for a variety of activities supporting the origination, booking, modification, servicing and subordinations of retail consumer and small business purpose loans originated through a variety of channels including the Community Bank, Wealth Division, Premier, Team Mate Banking and Electronic Delivery Channels in a centralized environment.

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.

1. Coordinate activities relevant to Wealth, Premier, Small Business and Retail loan requests. This includes working and maintaining positive working relationships with external and internal clients, attorneys, settlement agents, insurance agents, vendors and other internal partners.

2. Independently work a pipeline of a wide variety of loan requests for new loan origination requests, modification, servicing, subordination, collateral releases, conservation and regular easements including collateral types of Securities, Real Estate (1-4 Family and Commercial), Marine, Auto, Boat/Motor/Trailer, CD/Savings, Unsecured.

3. Gather, analyze, review and approve Title reports, Title Opinions, Hazard Insurance, Flood Insurance, Appraisals, complex income verification, payoff statements and other related documentation to ensure policies are followed.

4. Review and approve Power of Attorney, Trust documentation to ensure legal and policy guidance is followed.

5. Maintain a strong understanding of retail, small business and wealth management products, policies and processes.

6. Maintain a knowledge of compliance, legal and documentation requirements, including those specific to state laws.

7. Prepare documentation (system and manually generated) for closing packages including promissory notes, security agreements, funding information and other required documents in compliance with federal, state and local guidelines and lending policy guidelines.

8. Audit pre-closing and executed loan packages to ensure documentation requirements meet lending policy guidelines.

9. Assist less experienced associates through mentoring and assisting with escalated issues.

10. Meet/exceed monthly production and quality performance metrics.

QUALIFICATIONS

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. Associate's degree in relevant studies, or equivalent education and related training.

2. Five years of banking or financial services experience in lending.

3. Experience in reviewing, approving and preparing loan documentation.

4. Excellent verbal and written communication skills.

5. Ability to problem solve and serve as an advocate of the client while balancing risk for Truist.

Preferred Qualifications:
1. Bachelor's degree in relevant studies.

2. Experience in reviewing more complex documentation including Trusts, Power of Attorney.

3. Knowledge in various types of lending products including Securities, Real Estate (1-4 Family and Commercial), Marine, Auto, Boat/Motor/Trailer, CD/Savings, Unsecured.

**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 statu



  • Orlando, United States Truist Financial Corporation Full time

    Responsible for a variety of activities supporting the origination, booking, modification, servicing and subordinations of retail consumer and small business purpose loans originated through a variety of channels including the Community Bank, Wealth Fulfillment Specialist, Operations, Specialist, Fulfillment, Credit, Real Estate, Manufacturing


  • Orlando, United States Alpha Numeric Full time

    Details: Alphanumeric is hiring an ORDER FULFILLMENT SPECIALIST to work in Orlando, FL with an environmental-friendly energy innovator focused on sustainability. Receives, process, tracks and reports status of customer quote requests and orders in accordance with MHPSA customer service standards. Maintain informational exchanges and communications with all...


  • Orlando, United States Alpha Numeric Full time

    Alphanumeric is hiring an ORDER FULFILLMENT SPECIALIST to work in Orlando, FL with an environmental-friendly energy innovator focused on sustainability. Receives, process, tracks and reports status of customer quote requests and orders in accordance with MHPSA customer service standards. Maintain informational exchanges and communications with all groups...


  • Orlando, United States Orlando Cleaners Full time

    Job DescriptionJob DescriptionOverview: As a Fulfillment Specialist, you play a pivotal role in ensuring the seamless and efficient daily operations in our 24/7 Kiosk locations. Your responsibilities encompass scanning finished garment orders onto conveyors and placing appropriate orders into lockers, maintaining the store lobby's appearance, and...


  • Orlando, United States Abacus Service Corporation Full time

    : - Performs spares order management activities to include: quotation, sales order entry, order acknowledgement, order changes, order status, order fulfillment coordination to meet order delivery commitment, and invoicing. - Responsible to verify spares order booking and entry to ensure accuracy and completeness of information into ERP to include: customer...

  • Credit Analyst

    3 hours ago


    Orlando, United States Abbott Laboratories Full time

    Credit AnalystWorking at AbbottAt Abbott, you can do work that matters, grow, and learn, care for yourself and family, be your true self and live a full life. You’ll also have access to:Career development with an international company where you can grow the career you dream of.Free medical coverage for employees* via the Health Investment Plan (HIP)...


  • Orlando, United States Fairwinds Full time

    Welcome to FAIRWINDS Credit Union. We continue to be the one of the best companies to work for, simply because we hire the best and most passionate talent. We are proud to promote employees from within and provide a positive work/life balance. We are looking for an experienced commercial credit analyst to manage, directs, and coordinates the activities of...


  • Orlando, United States United Service Organizations (USO) Full time

    Why join our team? With a mission that spans the globe, the USO provides a rewarding and fulfilling work environment. Our team is exceptional, and we offer generous paid time off, including volunteer days and military leave. We have a remarkable 401k match, comprehensive benefits, and opportunities for training and education reimbursement. Our team members...


  • Orlando, United States USO Full time

    Job DescriptionJob DescriptionWhy join our team?With a mission that spans the globe, the USO provides a rewarding and fulfilling work environment. Our team is exceptional, and we offer generous paid time off, including volunteer days and military leave. We have a remarkable 401k match, comprehensive benefits, and opportunities for training and education...


  • Orlando, United States Citizenship and Immigration Services Full time

    Summary This position is located in Office of Field Operations Orlando FL Field Office. As an Operations Support Specialist , you will assist management in administering a variety of programs, policies and procedures, provide advice, guidance, and instruction concerning administrative programs that include complex and sensitive issues, and provide...


  • Orlando, United States Seacoast Bank Full time

    Description JOB SUMMARY: Under the direction of the Director and/or Credit Risk Review Manager, the Credit Review Officer participates in the assessments of the Bank's commercial lending units to assess overall asset quality, risk and compliance with established underwriting policies, procedures, limits, and concentrations. Assess the quality, quantity,...


  • Orlando, United States Seacoast Bank Full time

    Description JOB SUMMARY: Under the direction of the Director and/or Credit Risk Review Manager, the Credit Review Officer participates in the assessments of the Bank's commercial lending units to assess overall asset quality, risk and compliance with established underwriting policies, procedures, limits, and concentrations. Assess the quality, quantity,...


  • Orlando, United States EmpiRx Health Full time

    Job DescriptionJob DescriptionWho We Are:EmpiRx Health is the leading clinically-driven, customer-first PBM company that puts the pharmacist at the center of its service model to optimize member care while substantially reducing costs for plan sponsors.What We Do:We place more emphasis on member care than any other PBM by focusing on health outcomes first....


  • Orlando, Florida, United States Lake Highland Preparatory School Full time

    Lake Highland Prep's Middle School seeks a Librarian to fulfill a variety of roles supporting the school's academic strategic commitment to elevating the student learning experience. This position cultivates the Middle School Library and media/information & research literacy program that extends into and partners with our Lower and Upper School Divisions and...


  • Orlando, FL, United States WALGREENS Full time

    Job Summary:Responsible for executing, monitoring, and training inventory best practices and standard operating procedures for the entire facility or pharmacy. Supports pharmacy inventory management activities, including receiving, counting, ordering, and facilitating returns. Validates and ensures accuracy of inventory items.Responsible for reviewing and...


  • Orlando, United States Brooksource Full time

    Utility Billing Specialist II Orlando, FL (On-site)6-Month Contract-to-HireOverview:Brooksource is seeking a Utility Billing Specialist II for one of Florida's largest and most innovative universities. This position involves supporting the leadership of the 'Smart Infrastructure' group in achieving organizational objectives. The role encompasses managing...


  • Orlando, United States Brooksource Full time

    Utility Billing Specialist II Orlando, FL (On-site)6-Month Contract-to-HireOverview:Brooksource is seeking a Utility Billing Specialist II for one of Florida's largest and most innovative universities. This position involves supporting the leadership of the 'Smart Infrastructure' group in achieving organizational objectives. The role encompasses managing...


  • Orlando, United States Brooksource Full time

    Utility Billing SpecialistOrlando, FL (On-site)6-Month Contract-to-HireOverview:Brooksource is seeking a Utility Billing Specialist II for one of Florida's largest and most innovative universities. This position involves supporting the leadership of the 'Smart Infrastructure' group in achieving organizational objectives. The role encompasses managing utility...


  • Orlando, United States VENU+ Full time

    What We Do VENU+ is the global leader in turn-key revenue-share outsourced services, with a focus on guest mobility, storage, experiential souvenirs, photo capture and entertainment solutions for high-traffic retail, leisure, and amusement venues globally. To maintain a fulfilling work environment that propels the performance of an industry-leading service...

  • Contract Specialist

    13 hours ago


    Orlando, United States VENU+ Full time

    What We Do VENU+ is the global leader in turn-key revenue-share outsourced services, with a focus on guest mobility, storage, experiential souvenirs, photo capture and entertainment solutions for high-traffic retail, leisure, and amusement venues globally. To maintain a fulfilling work environment that propels the performance of an industry-leading service...