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Grandbridge Real Estate Capital jobs in Atlanta, GA

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  • CFO, Core Technology Operations

    Truist 4.5company rating

    Truist job in Atlanta, GA

    **The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.** Need Help? (https://pp-cdn.phenompeople.com/CareerConnectResources/prod/TBJTBFUS/documents/Career\_site\_FAQ-17**********0.pdf) _If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to_ Accessibility (careers@truist.com?subject=Accommodation%20request) _(accommodation requests only; other inquiries won't receive a response)._ **Regular or Temporary:** Regular **Language Fluency:** English (Required) **Work Shift:** 1st shift (United States of America) **Please review the following job description:** The CFO for the Core Technology Operations line of business provides deep financial expertise, strategic partnership, and operational support to senior leadership. This role owns financial planning, forecasting, and performance management, translating strategy into financial outcomes. It also leads reporting and analysis for key stakeholders including the Board of Directors, Investor Relations, and regulators, while ensuring financial integrity and strong controls across the Finance division. This role supports a large and complex portfolio, requiring advanced financial leadership across multiple functions and high-impact decision-making. In addition, the CFO will be a key partner in driving transformation across the Core Technology Operations organization - encompassing cloud migration, infrastructure modernization, resiliency engineering, and data center optimization. The role will help shape funding strategies and investment frameworks that enable scalable, secure, and cost-efficient technology platforms. This includes leading efforts to modernize financial processes, strengthen cost transparency, and align technology investments with enterprise priorities for stability, innovation, and long-term value creation. **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. 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. Deliver financial leadership and operational support for a mid-size line of business. 2. Support financial planning, forecasting, and performance management aligned with strategic goals. 3. Contribute to reporting and analysis for executive stakeholders and regulatory bodies. 4. Ensure financial accuracy, compliance, and control within a defined scope. 5. Collaborate with line leadership to translate strategy into financial outcomes. 6. Manage a team, providing coaching, development, and performance oversight. 7. Participate in cross-functional initiatives and process improvements. **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. Bachelor's degree in Accounting or Finance, or equivalent education and related training. 2. Twelve years of relevant accounting or finance experience that includes complex financial analysis. 3. Incumbent must possess the experience and business vision to provide leadership to support to the division manager and Executive leadership. 4. Sound and comprehensive understanding of business and organizational strategies and processes. Ability to build consensus through communication and presentation of factual and relevant information. 5. Strong verbal and written communication skills to interpret and communicate financial analysis to business partners in a concise and useful manner. 6. Strong analytical and problem-solving skills. 7. Sound and logical decision-making abilities. 8. Demonstrated leadership skills and ability to work well with others in a dynamic, team-oriented environment. 9. Familiarity with GAAP, with specific knowledge of GAAP related to supported LOBs. High proficiency in computer applications such as Microsoft Office Excel, PowerPoint, Word, Outlook, and other basic software products. Financial Modeling experience. **Preferred Qualifications:** 1. Supervisory experience of multiple teams 2. Certified Public Accountant, Certified Management Accountant, or Chartered Financial Analyst 3. Master's degree of MBA 4. Specific financial services or specialized industry experience. 5. Proficient in Essbase/Hyperion, EPM/BPC, or other enterprise accounting software. 6. Experience with macros/VBA. **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 is an Equal Opportunity Employer that does not discriminate 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._** EEO is the Law (************************************************************************************************** E-Verify (https://pp-cdn.phenompeople.com/CareerConnectResources/prod/TBJTBFUS/documents/E-Verify\_Participation\_Poster-17**********1.pdf) IER Right to Work (https://pp-cdn.phenompeople.com/CareerConnectResources/prod/TBJTBFUS/documents/IER\_RightToWorkPoster-17**********8.pdf)
    $94k-175k yearly est. 35d ago
  • Legal Operations Business Consultant

    Truist Financial Corporation 4.5company rating

    Truist Financial Corporation job in Atlanta, GA

    The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: A critical role in optimizing business processes and implementing improvements for the Legal Department's operational effectiveness and efficiency. This role is responsible for supporting Legal Department teammates by analyzing business processes, identifying improvement opportunities, and implementing solutions across the Department's operations. This role involves collaborating with various stakeholders to streamline workflows, manage projects, and leverage technology to meet the strategic goals of the Legal Department. The role offers the opportunity to work with legal professionals, senior leaders, and cross-functional teams to support operational objectives and implement solutions for legal practice areas and the Legal Department. The role stays informed about industry best practices and emerging trends, is eager to learn new things, apply knowledge to identify opportunities, and can take the lead in designing and implementing solutions. Position will report to Sr Legal Operations Manager. Role requires the ability to work in office 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. Use critical thinking and creativity to support, develop, and improve the effectiveness and efficiency of new or existing initiatives, build processes, and provide project management support. 2. As business partner, develop strategies to solve operational problems by evaluating key issues, identifying relevant data, creating roadmaps for execution, and applying project management support. 3. Implement practical solutions to meet the Legal Department's needs and drive operational objectives by translating business needs into requirements to support key workflows. 4. Collaborate with colleagues to collect, document, and confirm requirements; prioritize technical initiatives based on departmental needs; and facilitate and participate in testing, launch efforts, and issue resolution. 5. Develop and manage resources, governance controls and provide training and support to ensure the successful adoption of processes and any related technologies. 6. Align the Legal Department's and practice area's operational functions with leadership's mission, values, and objectives. 7. Work cross-functionally with various teams to support operational objectives. 8. Represent the Legal Department in interdepartmental committees covering operational matters, as assigned. 9. Work closely with the Data Analytics Team, Technology Team and other Legal Operations teammates for knowledge sharing, mentoring, and training. 10. Stay abreast of industry trends related to operational efficiency, risk management, and legal operations. 11. Support, and may lead, ad-hoc projects related to legal operations. 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. Bachelor's degree or higher in Business Administration, or a related field 2. Strong technical understanding of legal technology, process design and governance. 3. Understanding of the structure and operational areas of legal departments. 4. 3 or more years of experience in operations at a company, at a legal department or law firm. 5. Proficient in understanding legal operations software, and workflows. 6. Able to embrace change. 7. Demonstrated ability to effectively lead work teams and projects. 8. Strong analytical and basic research skills. 9. Solid organizational skill with attention to detail. 10. Superb verbal and written communication skills. 11. Ability to work within a large organization and collaborate and partner with cross-functional teams. 12. Ability to interact effectively with people at all organizational levels of the firm and build strong relationships with internal stakeholders. 13. Executive presence and ability to act as primary contact on assigned engagements. 14. Proficient in the use of Microsoft Office Suite. Preferred Qualifications: 1. Experience in legal operations at a legal department or law firm. 2. Experience with legal matter management systems and related applications. 3. Ability to work with project planning tools (MS Project, MS Planner) 4. Ability to develop and deliver executive level presentations 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 is an Equal Opportunity Employer that does not discriminate 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. EEO is the Law E-Verify IER Right to Work
    $93k-120k yearly est. 21d ago
  • Senior Analyst, GSE Production

    Walker and Dunlop, Inc. 4.9company rating

    Atlanta, GA job

    Department: Multifamily - Debt We are Walker & Dunlop. We are one of the largest providers of capital to the commercial real estate industry, enabling real estate owners and operators to bring their visions of communities - where people live, work, shop, and play - to life. We are committed to creating meaningful social, environmental, and economic change in our communities. Department Overview The Multifamily Finance experts work with correspondents, brokers, and directly with borrowers around the nation to originate loans. Multifamily Finance coordinates with Underwriting, Closing, and Asset Management to close new loans and retain existing clients. Primary Responsibilities * Inputting and modeling multifamily data and create Narrative Packages for Fannie Mae, Freddie Mac and other capital sources. * Work within DUS Gateway and Freddie Mac OUS systems to upload quote packages. * Assist in organizing all marketing efforts, including writing press releases, create deal 'tombstones' and coordinating with W&D marketing for client events. * Manage, Maintain, and Update our pipeline report * Responsible for managing production team's salesforce entries for all new and existing loans and clients * Mine clients SREO's for refinance opportunities * Keep up and track all quotes, which would be presented to clients in a debt matrix * Assist production team in tracking deals during underwriting * Conduct property tours as needed * Participate in weekly Production Meetings * Complete Lost Deal information in Salesforce * Prepare Transition Memo on all deals once we have a signed application * Participate in Kick-Off meetings with producer, underwriter and closer for all loans under application * Serve as a liaison between production, underwriting and closing as deals are processed * Interface with clients, mortgage brokers, lenders and other lending participants * Travel required to some industry events, client meetings and property inspections/tours * Communicate and problem-solve daily with teammates, clients, vendors, and other stakeholders, often in combination with travel * Other skills related to building a career in Multifamily Finance * Perform other duties as assigned * Attendance is generally 8:30 am - 5:30 pm EST Monday through Friday with the ability to work up to 2 of those days remotely Education and Experience * Bachelor's degree (prefer finance and/or real estate concentration) * 2+ years financial analyst experience with commercial real estate owner, broker, appraiser or financial institution. * Multifamily agency experience a plus. * Proficient in MS Word, Salesforce, and SharePoint. Knowledge, Skills and Abilities * Excellent financial modeling skills including thorough knowledge of MS Excel * Strong written and oral communication skills * Detail oriented, organized and accurate * Ability to handle multiple tasks * Ability to work productively in time sensitive situations * Good concept of financial analysis of income producing real estate * Good organization and analytical skills * Exhibit good teamwork and cooperation * Ability to show ownership of your work, take on challenges and acknowledge growth opportunities, and demonstrate patience when learning new processes * Courtesy, respect, and thoughtfulness in teaming with colleagues and other stakeholders This position has an estimated base salary of $70,000 - $80,000, plus discretionary production incentives. An employment offer is based on the applicant's relevant work experience, applicable knowledge, skills, abilities, internal equity, and alignment with market data. #LI-CR1 What We Offer * The opportunity to join one of Fortune Magazine's Great Places to Work winners from 2015-2023 * Comprehensive benefit options* that have earned Walker & Dunlop the silver level of the 2022 Cigna Healthy Workforce Designation, some of which include: * Up to 83% subsidized medical payroll deductions * Competitive dental and vision benefits * 401(k) + match * Pre-tax transit and commuting benefits * A robust health and wellness program - earn cash rewards and gain access to resources that promote health, engagement, and balance * Paid maternity and parental leave, as well as other family paid leave programs * Company-paid life, short and long-term disability insurance * Health Savings Account and Healthcare and Dependent Care Flexible Spending * Career development opportunities * Empowerment and encouragement to give back - volunteer hours and donation matching * Eligibility may vary based on average number of hours worked EEO Statement We are committed to equity in all steps of the recruitment and employment experience. We believe in equal access to opportunities in our workplace. We do not tolerate discrimination, including harassment, based on any characteristic protected by applicable law, such as race, color, national origin, religion, gender identity, sexual orientation, sex, age, disability, veteran or military status, and genetic information, or any other characteristic protected by applicable law. We strive to be a safe place to ask questions, build professional relationships, and develop careers. SPAM Please be wary of recruitment scams. An indication of a scam might be a request for sensitive or bank information at the time of application or emails coming from a non walkerdunlop.com email address. Please call us at ************, if you have any concerns about information requested during or after the application process. Fair Chance Hiring Background checks, including any questions related to infractions, arrests, or conviction records, will not be conducted until after a conditional offer of employment has been accepted. We will consider for employment qualified applicants regardless of arrest and conviction records, in accordance with federal, state, and local laws.
    $70k-80k yearly Auto-Apply 5d ago
  • Trust Advisor II

    Truist Financial Corporation 4.5company rating

    Truist Financial Corporation job in Atlanta, GA

    The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: Provide expertise and thought leadership regarding fiduciary advice and solutions to high net worth clients. Participates as part of the broader client facing wealth team to expand existing relationships and capture new opportunities from both internal and external sources. 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. Engage with the Wealth Advisor and Investment Manager as a team to provide advice and solutions which meet with client or prospect goals and objectives. Utilize other specialist where appropriate. 2. Provide financial planning guidance in the areas of estate planning, estate administration, charitable, philanthropic, and risk solutions. 3. Understand and provide interpretation as related to complex fiduciary documents and strategies 4. Conduct client and prospect meetings, individually when necessary, providing advice regarding trust and state administration, discretionary actions, modification or termination, taxation, etc. 5. Obtain client information and partner with internal teams (FIRM, Advisory Centers, COE, etc.) to complete tasks relevant to account administration. 6. Adhere to all internal policies and procedures related to Truist Bank and Truist Wealth, as determined from time to time by our Risk Management and Governance teams. Works independently to address issues and concerns, escalation when necessary. 7. Identify and develop a book of business with primary focus in the $10mm - $25MM threshold 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. Four Year College degree in Accounting, Finance, Business Management, Trust Administration or Law 2. 7 + years of fiduciary experience, with a focus on business development and relationship management 3. Effective communication skills both verbal and written, being able to convey thought provoking insight regarding client issues and concerns. 4. Proven analytical ability and detail orientation with ability to manage client and firm priorities 5. Strong computer skills, currently Microsoft Suite of products and ability to learn proprietary bank platforms and software. Preferred Qualifications: 1. JD, MBA, CPA, CFP 2. 10+ years of fiduciary experience with a focus on business development and relationship management 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 is an Equal Opportunity Employer that does not discriminate 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. EEO is the Law E-Verify IER Right to Work
    $64k-106k yearly est. 22d ago
  • Treasury Solutions Product Consultant

    Truist Financial Corporation 4.5company rating

    Truist Financial Corporation job in Atlanta, GA

    The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: Responsible for consultative sales of Treasury Solutions (TS) products and services to assigned client group (i.e., Corporate and Investment Bank, Commercial Real Estate, Commercial Community Bank, Business Banking, Small Business Banking, and Wealth Management) via a cash flow management/working capital approach with a focus on risk mitigation and grounded in Truist's Purpose, Mission and Values. 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. Executes sales plan, develops strong partnership and collaboration with line of business and other internal partners to identify and drive client and prospect sales opportunities to achieve/exceed revenue and portfolio growth objectives for assigned client portfolio. 2. Fosters relationships with bankers and product partners to collaborate on opportunities and engage in strategic client planning. 3. Independently manages a portfolio of clients with TS needs, requiring general knowledge of banking and TS products and services as well as working capital concepts 4. Participates in the development of detailed relationship plans for clients/prospects within assigned client group to identify key retention and new client acquisition opportunities 5. Responsible for providing client working capital services and solutions, including receivables, payables, information reporting and liquidity solutions 6. Adheres and follows all applicable policies and procedures. Proactively escalates issues and risks to leadership's attention 7. Ability to consult with a client through various methods of communication in an effective manner (ex. In person, email, voicemail, Virtual Meeting, etc.). 8. Responsible for accurate reporting of sales efforts, sales effort progression and sales revenue 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. Bachelor's degree or an equivalent combination of education and related work experience 2. 5 years of sales experience of financial or treasury products and/or services 3. Maintains deep understanding of bank's Working Capital solutions 4. Must have or obtain Certified Treasury Professional (CTP) within 12 months of entering position Preferred Qualifications: 1. 7+ years of sales experience of financial or treasury products and/or services 2. CFA Designation 3. Maintains up to date knowledge of Treasury Trends & Best Practices 4. Expected to be subject area experts in one (or more) specific skill sets, business areas or products 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 is an Equal Opportunity Employer that does not discriminate 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. EEO is the Law E-Verify IER Right to Work
    $65k-94k yearly est. 60d+ ago
  • Financial Crimes Sanctions Analyst I

    Truist Financial Corporation 4.5company rating

    Truist Financial Corporation job in Atlanta, GA

    The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: Responsible for timely review of transactions and client relationships to ensure consistency with applicable sanctions laws and regulations. Requires a technical understanding of U.S. economic and financial sanctions (primarily OFAC). This position is an office-centric position. No remote option available. 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. Conduct timely reviews, analysis, and disposition of sanctions-related alerts for clients and transactions to support Truist's compliance with applicable sanctions laws and regulations. 2. Communicate with relationship Managers, branch associates, and other teammates as needed to gather additional client information to support investigations. 3. Serve as a point of contact for internal sanctions-related questions. 4. Use various research and screening tools to assess sanctions risk and exposure. 5. Stay updated on current and proposed sanctions laws and regulations. 6. Participate in sanctions and AML/CFT training through webinars, periodicals, and self -study to maintain timely understanding of sanctions and AML laws and regulations. 7. Keep aware of national and global events and industry trends relating to sanctions compliance to mitigate potential sanctions risks to Truist. 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. College degree. 2. At least two years of relevant experience at a financial institution or relevant government agency. 3. Knowledge of U.S. economic sanctions regulations and laws (particularly OFAC) and experience assessing economic and financial sanctions regulations with specific fact patterns. 4. Ability to understand and execute detailed procedures, policies, and regulations that govern the department. 5. Ability to work independently and as part of a team. 6. Analytical and critical thinking skills with the ability to identify and define issues, establish facts, analyze moderately complex information, and develop substantiated conclusions with minimal supervision. 7. Ability to liaise among internal teams, external business units, and other stakeholders. 8. Verbal and written communication skills; ability to communicate effectively with internal teammates and external entities. 9. Skills in investigative research and documentation. 10. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products. Preferred Qualifications: 1. Minimum of 2 years of experience with OFAC/sanctions 2. Ability to identify, escalate, and resolve challenges 3. Familiarity with the review and disposition of sanctions-related alerts; ability to obtain necessary information to classify a sanctions hit as a correct match or false positive with limited guidance 4. Experience collaborating with team members of all levels, cross-functional partners, and briefing management 5. Ability to work independently, under time constraints, and manage time efficiently and effectively 6. Ability to liaise between internal teams and with external business units 7. Bachelor's degree 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 is an Equal Opportunity Employer that does not discriminate 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. EEO is the Law E-Verify IER Right to Work
    $43k-60k yearly est. 21d ago
  • Commercial Client Specialist I

    Truist Bank 4.5company rating

    Truist Bank job in Gainesville, GA

    The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description:Under moderate supervision, provide sales, service and loan support to Relationship Managers, Commercial Credit staff, and Sales Leaders managing and supporting Commercial client portfolios. Support is provided across all Commercial Community Bank segments, which includes clients from $2-500MM in annual sales. 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. Sales Support Assist Relationship Mangers by providing sales support, including assistance with pipeline accuracy, call preparation, ordering Financial Insights, opening and onboarding deposit accounts, Treasury onboarding, following up with and consistently contacting clients and prospects with letters, emails, etc. to support RM's client contact strategy and making sure that CRM data is current and accurate. Provide additional sales support as needed by scheduling appointments, creating prospect lists, providing calendar assistance, etc. Support the sales process and portfolio growth through recognition of referral opportunities using internal resources and data. Maintain working knowledge and awareness of products and services. Partner with Relationship Managers and Integrated Relationship Management (IRM) partners in bringing attention to any potential client needs recognized through client contact or servicing opportunities and follow up with the partner areas as opportunities progress. Support banker team by pulling necessary reports or data, attending and participating in meetings, completing follow up as needed and clearly communicating within the team. Service Support Provide superior client service to Commercial Community Bank clients taking ownership of client needs, problems, and requests, following through to ensure timely and accurate resolution. Assist in general servicing of Commercial loans, deposits and fee services such as Treasury assigned to Relationship Managers, including but not limited to the completion of necessary forms and documentation, account opening, pulling & working reports, processing payments, assisting in fraud resolution, general research, wire processing, general maintenance, etc. Assist Relationship Managers with portfolio management ensuring accurate client assignment and account data. Monitor reporting and escalate as needed. Loan Support Assist Relationship Managers with general loan support. Deliver accurate and timely information to internal loan areas as needed, communicate with the client and assist with appropriate stages of the loan process. Assist the RM in staying in compliance with regulations such as Reg B, BSA/AML, etc. Collect client information and assisting with follow up. Conduct general research and clear loan documentation exceptions. Assist Relationship Managers in problem loan management and collection activities through review of past due reports, monitoring of payment postings and post-closing due diligence, contacting past due clients and bringing potential collection issues to the awareness of the Relationship Manager. 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. High School diploma, or equivalent education and related training Three years of related experience, preferably within financial services Good communication skills, both written and verbal, in relating to internal and external clients and contacts Good organizational skills Ability to complete all core courses outlined in the CCS training curriculum Demonstrated proficiency in basic computer applications, such as Microsoft Office software products, etc. Preferred Qualifications: Associate's degree in related field Possess working product knowledge of bank services and Financial Services Industry Possess math aptitude with ability to grasp general accounting and financial concepts Possess working knowledge of excel and/or reporting applications 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 is an Equal Opportunity Employer that does not discriminate 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. EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify
    $33k-48k yearly est. Auto-Apply 60d+ ago
  • Business Data Steward

    Truist Financial Corporation 4.5company rating

    Truist Financial Corporation job in Atlanta, GA

    The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: This role will be an office centric role working in one of the locations listed on the requisition. Identifies business unit data critical business process and critical data elements in alignment with Enterprise Data Management and Governance established policies, standards, and procedures. Ensures data controls are implemented and maintained to effectively support the execution of business processes. Participates in domain working groups, best practices forums, and data management routines to stay informed of industry trends and support the accuracy and completeness of data through the supply chain. 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. Responsibilities include participating in definition and validation of a business critical process and the associated critical data elements (CDEs) that support them. 2. Business Metadata Management: a. Onboard new CDEs that are specific to corresponding Business Unit or Corporate Group - collaborate with Technical Data Stewards. b. Propose new CDEs and Data Domains to Data Domain Working Group for approval - collaborate with Data Domain Working Group. c. Review assigned CDEs and their business metadata on an established frequency basis - collaborate with Metadata Center of Excellence (COE). d. Discover and execute CDE change requests - collaborate with Metadata COE; Technical Data Stewards. e. Submit CDE change requests for approval to Data Domain Working Group - collaborate with Data Domain Working Group, Metadata COE, and Technical Data Stewards. f. Perform business process and traceability mapping - collaborate with Business Unit / Corporate Group representatives, Metadata COE and Technical Data Stewards. g. Review trusted source assignments - collaborate with Technical Data Stewards. 3. Data Quality: a. Define data quality rules and standards for corresponding Business Unit or Corporate Group. b. May partner with Technical Business Stewards to enroll and implement Data Quality rules for corresponding Business Unit or Corporate Group into appropriate systems- collaborate with Technical Business Stewards. c. Monitor Data Quality activities, track data issues and risks, and develop associated mitigation strategies for corresponding Business Unit or Corporate Group. d. Resolve Data Quality Issues 4. Enterprise Metadata Repository / Metadata Catalogue: a. Onboard new CDEs' related business metadata - collaborate with Metadata COE. b. Update central metadata repository with business metadata content (business terms, definitions, classifications, and business and Data Quality rules) - collaborate with Metadata COE and Technical Data Stewards. c. Review CDEs' metadata on an established frequency basis - collaborate with Metadata COE. d. Discover and execute CDE metadata update requests - collaborate with Metadata COE. e. Get CDE metadata change requests approved with Data Domain Working Group - collaborate with Data Domain Working Group. 5. Data Privacy, Security, Retention and Archiving: a. Monitor data security for data elements for corresponding Business Unit or Corporate Group. b. Report or escalate data privacy issues to Data Privacy Group - collaborate with Chief Privacy Officer and team. c. Review data requirements to enable compliance with Privacy Policy and other similar corporate policies and documents - collaborate with Chief Privacy Officer and team. d. Enable the application of corporate strategy, policy, and ethics for all consumers of data from given Business Unit or Corporate Group. e. Monitor data for alignment with national and regional regulations as well as with corporate ethical standards. 6. Data Sharing, Access Control and Data Transfer: a. Define Data Privacy rules and align them with the Enterprise Privacy Policy in collaborate with Chief Privacy Officer b. Participate in defining archiving, retention, and data destruction requirements for CDEs for corresponding Business Unit or Corporate functions in collaboration with the CDAO and Chief Privacy Officer. c. Review data requirements to enable compliance with Privacy Policy and other similar corporate policies and documents - collaborate with Chief Privacy Officer and team. d. Enable the application of corporate strategy, policy, and ethics for all consumers of data from given Business Unit or Corporate Group. e. Monitor data for alignment with national and regional regulations as well as with corporate ethical standards 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. Equivalent combination of advanced education and related experience, which could include any combination of: 5 years of experience managing business processes or experience in technical-related decisions on the business side 2. Communications skills, including, negotiation/facilitation/presentation skills 3. Knowledge of current and emerging application software products and tools 4. Project management experience 5. Analytical and architectural skills 6. Ability to manage a high volume of internal client relationships Preferred Qualifications: 1. Bachelor's or master's degree in business analytics, computer science, Information Technology, or a related field 2. Knowledge of Data and Analytics including emerging trends 3. Understanding of banking operations, risk management, and regulatory compliance 4. Excellent leadership, communication, and interpersonal skills 5. Familiarity with machine learning, data analytics, and artificial intelligence in financial institutions 6. Banking or financial services experience 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 is an Equal Opportunity Employer that does not discriminate 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. EEO is the Law E-Verify IER Right to Work
    $19k-28k yearly est. 25d ago
  • 2026 Truist Securities - Investment Banking - Summer Associate Program - Atlanta - Healthcare (MBA)

    Truist Bank 4.5company rating

    Truist Bank job in Atlanta, GA

    The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Temporary Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following : Corporate Overview: Truist Securities is the full-service corporate and investment banking arm of Truist Financial Corporation (NYSE: TFC), one of the nation's largest banking organizations. Founded more than 100 years ago, we offer large-firm capabilities in a boutique culture and value our vibrant workplace that reflects the diversity of the many communities we serve. We pride ourselves on the career development of our teammates. You'll work alongside senior-level management on real deals right from the start. We encourage and reward you to take an active role in helping our clients achieve their goals. Summer Associate Program Overview: The Truist Securities Summer Associate Program will run for approximately 10 weeks in the summer months. The Summer Associate Program will consist of: Activities: Networking socials, case studies and presentations, team-building projects Executive Speaker Series: CEO, Truist Securities Senior Leaders, among others Community Service: Opportunities to participate in various volunteer initiatives are provided and involvement is strongly encouraged The opportunity to interact with other groups and disciplines throughout the investment bank Competitive Summer Associates will be eligible to receive an offer to return in full-time positions as part of our Associate program upon graduation. Job Description: The Summer Associate program provides the opportunity to gain exposure to a number of disciplines within investment banking. Summer Associates will sharpen financial analysis skills, develop an understanding of corporate markets and clients, and gain experience in corporate finance and with investment banking products through on-the-job training. Within each group, Summer Associates play a meaningful role in supporting internal and external clients. As an integral member of the team, Associates play a meaningful role in new business development, due diligence, and transaction execution. Associates work with senior professionals to identify and evaluate opportunities and then meet with and present to prospective clients. Associates must demonstrate a mastery of financial and accounting concepts to facilitate the creation or review of in-depth financial models involved in transactions. Associates are also charged with drafting internal and external documents and marketing materials utilized in transactions. Associates often take a lead role in executing transactions and working with clients, attorneys, investors, interested parties and other senior professionals on a daily basis. As a result, strong organizational, communication and leadership skills are necessary to be effective in the position. Candidates who receive an Atlanta, GA Investment Banking Summer Associate will be placed in our Healthcare Group. The annual base salary for this position is $175,000. Location: Truist Securities is headquartered in Atlanta, GA, with offices throughout the U.S. in cities including Boston, Charlotte, Chicago, Dallas, Houston, Los Angeles, Miami, Nashville, Orlando, New York, San Francisco, and Washington D.C. The Summer Associates hired under this position will be placed in Atlanta, GA. Minimum Requirements: MBA from a leading program with a scheduled graduation of December 2026 - May 2027. Minimum of 3 years work experience required Ability to understand complex financial products and desire for significant transaction execution responsibility Proven analytical ability and attention to detail Solid leadership and interpersonal skills Superior written and oral communication skills Ability to work in a fast-paced, team-oriented environment Preferred Requirements: Concentration in Finance Previous background in financial services and/or experience as an Analyst At this time, Truist will not sponsor an applicant for employment authorization, nor will we offer any immigration-related support for this position (including H-1B, F-1 OPT, F-1 STEM OPT, F-1 CPT, J-1, TN-1 or TN-2, E-3, or sponsorship for U.S. permanent residence.) To learn more about Truist Securities' Associate positions, please visit the Student Programs section of our website at *************************************** 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 is an Equal Opportunity Employer that does not discriminate 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. EEO is the Law E-Verify IER Right to Work
    $175k yearly Auto-Apply 58d ago
  • Business Management Office Director - Truist Care Centers

    Truist Financial Corporation 4.5company rating

    Truist Financial Corporation job in Atlanta, GA

    The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: Responsible for advancing Truist Care Centers' strategic objectives through leadership in technology enablement, operational excellence, and organizational design. Oversees and drives execution of Care Center-specific programs and initiatives, ensuring alignment with enterprise priorities and delivering measurable outcomes. Provides accountability for projects ranging from tactical improvements to enterprise-level transformations impacting Care Center operations. Supports day-to-day business administration support to the TCC leadership team, and supports triage between TCC, TD&O, and LOB teams. 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. Provides thought leadership, organizational design, management and execution of an SLT-designated core function(s) or program(s). 2. Directs and oversees financial management, organizational planning and design, planning and coordination of Enterprise Technology-wide program or programs. 3. Directs organizational efforts to partner closely with LOB/function managers and subject matter experts to develop program design, plan, metrics and execution strategy. 4. Partners to develop business cases and strategies for budgeting, planning, and tracking revenue and/or expense. 5. Directs and oversees relationships with business owners and technology leads to support overall program needs. 6. Ensures that program activities are on track to deliver appropriate ROI and enterprise benefits. 7. Ensures implementation and oversight of appropriate risk management plans for program initiatives in area of responsibility. 8. Monitors and challenges performance of current systems and processes. Identifies and advocates for solutions designed to deliver value and mitigate risk as appropriate. 9. Leads multiple teams of internal and/or external resources to execute on vertical targets. 10. Analyzes and collectively manages variances to the program plan and overall portfolio and makes recommendation and/or creates action plan to mitigate negative variances or to resolve issues. 11. Articulates overall performance of multiple programs and initiatives via dashboard reporting for use by key executives. 12. Define and partner across all delivery leads and LOB CDO the workforce resource strategy, talent strategy and location strategy. 13. Define and coordinate the workforce hot spot resource program to meet the regulatory obligiations of workforce strategy and management across the team. 14. Define, consolidate and report on the workforce metrics and reporting. 15. Manage and coordinate the resource approval process in coordination with finance and the RAC. 16. Partner across the teams to define and scope projects and complete RFPs to contractually execute on those program across Truist. 17. Partner across the leadership team to define and execute on the Data, Analytics, AI, Gen AI and Technology strategy for Truist. 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. Undergraduate degree in either business, marketing, finance or equivalent degree. 2. At least 10 years of experience in Financial/P&L management, vendor management, or IT workforce management 3. Demonstrated superior understanding of business and technology organization, resources, priorities, needs and policies 4. Demonstrated leadership in the implementation of complex programs and projects. 5. Ability to bring clarity to ambiguous assignments. 6. Demonstrated executive level verbal and written communication skills. 7. Superior working knowledge of business matters, finance, planning, and forecasting. 8. Strong skills in MS Office Suite (PowerPoint, Excel, Word, Visio, Project) Preferred Qualifications: 1. Advanced degree in a relevant field of work (e.g., MBA). PMP and/or PgMP 2. Experience in enterprise technology organizational leadership. Financial services technology experience highly beneficial 3. Experience implementing large/complex initiatives across a matrix organization 4. In-depth knowledge of management and planning systems theory and practical application to complex initiatives 5. Experience with financial measurements and metrics 6. Financial Services experience 7. Knowledge of business unit's mission and processes 8. Experience implementing large/complex initiatives across a matrix organization 9. Highly articulate 10. Demonstrates executive presence 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 is an Equal Opportunity Employer that does not discriminate 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. EEO is the Law E-Verify IER Right to Work
    $73k-93k yearly est. 28d ago
  • Mortgage Lending Processor III

    Truist Financial Corporation 4.5company rating

    Truist Financial Corporation job in Atlanta, GA

    The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: Responsible for processing residential mortgage loans to ensure compliance with bank, investor and secondary market standards. Meets performance metrics and goals established by the bank. 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. Successfully use critical thinking and analytical skills to process loans. 2. Develop and maintain a strong understanding of Mortgage Lending products, policies, processes, and their required documentation. 3. Obtain required credit and compliance documentation per program requirements from internal clients, external clients, vendors, and third-party sources. 4. Perform detailed review of all documentation to ensure that loans meet portfolio and investor guidelines. 5. Provide consistent communication on loan status to clients to ensure a smooth process to close on time. 6. Ensure that loan quality standards are met when submitting loans to underwriting. 7. Conduct proactive and effective pipeline management to ensure that metrics are met. 8. Adhere to all compliance regulations and controls. 9. Develop and maintain positive working relationship with co-workers, internal and external clients, business partners and vendors. 10. Cultivate relationships with peers as a peer mentor. 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. Minimum five years of mortgage loan processing experience or the equivalent. 2. Excellent Communication skills, both written and verbal, in relating to internal and external clients. 3. Demonstrates proficiency in basic computer applications such as mortgage automated processing systems and Microsoft Office software products. 4. Ability to travel, occasionally overnight. Preferred Qualifications: 1. Bachelor's degree, or equivalent education and related training. 2. FHA/VA/Bond experience. 3. Basic knowledge of bank services and products. OTHER JOB REQUIREMENTS / WORKING CONDITIONS Sitting/Standing/Walking/Bending/Lifting ? Sitting Constantly (More than 50% of the time) ? 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. ? Manual Dexterity / Keyboarding Able to work standard office equipment, including PC keyboard and mouse, copy/fax machines, and printers. ? Availability Able to work all hours scheduled, including overtime as directed by manager/supervisor and required by business need. ? Travel 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 is an Equal Opportunity Employer that does not discriminate 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. EEO is the Law E-Verify IER Right to Work
    $33k-43k yearly est. 2d ago
  • Release Train Engineer - Atlanta

    Truist Bank 4.5company rating

    Truist Bank job in Atlanta, GA

    The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description:The Release Train Engineer is a servant leader and coach for the Agile Release Train. The RTE's major responsibilities are to facilitate the ART events, supporting the PI execution, optimizing flow, coaching the ART and ensure value delivery. The RTE is also responsible for communicating with Product and Solution Management, Product Owners, and other stakeholders to ensure strategy and execution alignment, manage risks, remove/escalate impediments, manage cross-train dependencies and escalate enterprise dependencies. Understands lean/Agile best practices. In addition to promoting execution alignment and visibility, the RTE is a change agent who pushes for process improvements, challenges existing behaviors and has a pulse on the ART via qualitative and quantitative ART KPIs. This role will be the RTE for Digital Marketing with management responsibilities for the Scrum Masters on the ART. The ideal candidate is a strategic thinker and hands-on practitioner who thrives in a fast-paced, digital and marketing technology environment. You will lead multiple Scrum Masters and Agile teams, champion Agile practices, and drive the seamless delivery of marketing-tech initiatives that delight customers and achieve business objectives. ***This position is in-office at 303 Peachtree Center Avenue*** 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. Lead Scrum and/or Kanban teams in PI Planning, Scrum of Scrums, and other Agile Ceremonies of low to moderate complexity. 2. Responsible for delivering results of projects in terms of predictability of delivery, productivity improvement, schedule and delivery of commitments, and quality. 3. Responsible for ensuring data maintained in Agile Tools is consistent across ARTs to support enterprise-wide requirements. 4. Responsible for relevant budgeting and oversight of capital and non-capital expenditure within their ART. 5. Responsible for ensuring Truist Agile SDLC, Agile Operating Framework and Risk Framework are appropriately followed. 6. Active participant with the Truist Agile Guild and Agile RTE Communities of Practice. 7. Coordinate with other Release Train Engineers for cross ART dependencies and Road Map Reviews. 8. Work with Scrum or Kanban masters in a consultant model, helping the teams embrace an agile mindset, leverage Agile and its ceremonies, roles, and artifacts to reach greater success. 9. Make a deep commitment to listening intently to others and strive to understand and empathize 10. Apply effective Agile Principles and Practices by embracing adaptive coaching to determine when to coach by “the book” and when to customize based on the need at that moment 11. Create an environment of mutual influence 12. Manage & Coach Scrum Masters 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. College degree in a related field of study or equivalent education and related training or experience 2. Minimum of five years Program Management experience and/or five years of experience as a Scrum Master, including experience with PI Planning and Execution 3. SAFe Agilist Certification Strong knowledge of and background with Agile concepts 4. Strong communication and organizational change management experience 5. Experience in delivery function at large organizations or Fortune 500 companies 6. SAFe RTE Certified Preferred Qualifications: 1. SPC6 2. RTE on a Solution Train, change leader 3. Experience in the banking or financial services industry 4. Demonstrated people management experience 5. 6. Experience working with co-located and offshore teams 7. Facilitating Value stream mapping workshops 8. Delivered Agile training 9. Experience leading Agile Release Trains in digital or marketing-technology organizations OTHER JOB REQUIREMENTS / WORKING CONDITIONS Sitting Constantly (More than 50% of the time) Standing Frequently (25% - 50% of the time) Walking Frequently (25% - 50% of the time) 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. Manual Dexterity / Keyboarding Able to work standard office equipment, including PC keyboard and mouse, copy/fax machines, and printers. Availability Able to work all hours scheduled, including overtime as directed by manager/supervisor and required by business need. Travel 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 is an Equal Opportunity Employer that does not discriminate 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. EEO is the Law E-Verify IER Right to Work
    $67k-97k yearly est. Auto-Apply 60d+ ago
  • 2026 GSE Asset Management Financial Analyst

    Walker and Dunlop, Inc. 4.9company rating

    Atlanta, GA job

    Department: Servicing - GSE We are Walker & Dunlop. We are one of the largest providers of capital to the commercial real estate industry, enabling real estate owners and operators to bring their visions of communities - where people live, work, shop, and play - to life. We are committed to creating meaningful social, environmental, and economic change in our communities. Please note, this position has a start date of July 13, 2026. Department Overview Our Servicing experts service all Fannie Mae, Freddie Mac, and FHA Finance loans originated by Walker & Dunlop as well as certain life insurance company, bank, and CMBS loans. Our Servicing experts are the borrower's primary point of contact and ensure that the requirements of the investors are met from loan closing through payoff. The Department consists of six main functional areas: Loan Administration, Asset Management, Insurance Compliance, Investor Reporting, Treasury, and Compliance. W&D's Servicing portfolio is the 8th largest in the U.S., and W&D is one of Fitch's highest-rated Servicers, with a rating of CPS1-. The Impact You Will Have This is an entry level position and an excellent opportunity for advancement within the Asset Management Department. The primary role of the incumbent will be as a junior member of the team. Primary Responsibilities * Assist in the creation of routine and ad hoc portfolio reports. Responsibilities include: * Research macroeconomic data and property performance data for individual markets * Review data to determine the most effective ways to present meaningful trends. * Coordinate, record and review annual property inspections, including both setting up and follow up with property representatives/borrowers and inspectors (in-house and third-party vendors) * Create reports monitoring loan maturities and communicate with relevant internal parties about the status of maturing loans. * Organize and manage all Asset Management electronic records (contact database and inspection files and reports) * Manage various Asset Management processes: * Monthly Asset Management reports * Update portfolio database (Salesforce, Intranet, etc.) * Manage and oversee the quarterly financial analysis process for all portfolio loans. * Conduct quarterly financial analysis for multifamily and commercial loans in the portfolio (e.g., collect financial data, analyze financial statements, summarize, and present findings, along with proposed adjustments/solutions) * As necessary, assist with quarterly Watch List updates regarding, occupancy, concession levels, etc. * Communicate with clients to determine appropriate loan arrangements. * Perform other duties as assigned. * Attendance is generally 8:30 am - 5:30 pm EST Monday through Friday with the ability to work up to 2 of those days remotely. Education and Experience * Bachelor's degree in business or finance * Previous experience in the real estate industry is preferred. Knowledge, Skills and Abilities * Computer skills including MS Outlook, MS Excel, and experience with database software. * Demonstrated analytical and quantitative skills with the ability to evaluate data quickly and present information in a coherent manner. * Strong written and verbal communication skills * Ability to show ownership of your work, take on challenges and acknowledge growth opportunities, and demonstrate patience when learning new processes. * Courtesy, respect, and thoughtfulness in teaming with colleagues and other stakeholders This position has an estimated base salary of $55,000-$62,500 plus discretionary bonus. An employment offer is based on the applicant's relevant work experience, applicable knowledge, skills, abilities, internal equity, and alignment with market data. #LI-Hybrid What We Offer * The opportunity to join one of Fortune Magazine's Great Places to Work winners from 2015-2023 * Comprehensive benefit options* that have earned Walker & Dunlop the silver level of the 2022 Cigna Healthy Workforce Designation, some of which include: * Up to 83% subsidized medical payroll deductions * Competitive dental and vision benefits * 401(k) + match * Pre-tax transit and commuting benefits * A robust health and wellness program - earn cash rewards and gain access to resources that promote health, engagement, and balance * Paid maternity and parental leave, as well as other family paid leave programs * Company-paid life, short and long-term disability insurance * Health Savings Account and Healthcare and Dependent Care Flexible Spending * Career development opportunities * Empowerment and encouragement to give back - volunteer hours and donation matching * Eligibility may vary based on average number of hours worked EEO Statement We are committed to equity in all steps of the recruitment and employment experience. We believe in equal access to opportunities in our workplace. We do not tolerate discrimination, including harassment, based on any characteristic protected by applicable law, such as race, color, national origin, religion, gender identity, sexual orientation, sex, age, disability, veteran or military status, and genetic information, or any other characteristic protected by applicable law. We strive to be a safe place to ask questions, build professional relationships, and develop careers. SPAM Please be wary of recruitment scams. An indication of a scam might be a request for sensitive or bank information at the time of application or emails coming from a non walkerdunlop.com email address. Please call us at ************, if you have any concerns about information requested during or after the application process. Fair Chance Hiring Background checks, including any questions related to infractions, arrests, or conviction records, will not be conducted until after a conditional offer of employment has been accepted. We will consider for employment qualified applicants regardless of arrest and conviction records, in accordance with federal, state, and local laws.
    $55k-62.5k yearly Auto-Apply 49d ago
  • 2026 AFCO Direct - Digital Strategy - Summer Product Team Internship - *for college students who will be juniors or rising seniors in the 2026 - 2027 school year*

    Truist Financial Corporation 4.5company rating

    Truist Financial Corporation job in Atlanta, GA

    The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Temporary Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: Play a Key Role The Truist Summer Internship Program at AFCO Direct (insurance premium finance) will allow interns to gain an in-depth understanding of the premium finance industry and gain exposure to Truist's purpose-driven culture. During the summer, interns will play meaningful roles in supporting internal and external stakeholders in various departments. Throughout the program, interns will expand their collaborative team skills, business-to-business acumen, technical knowledge and understanding of lending as it relates to insurance premium finance. Our internship offers exposure to senior leaders within AFCO Direct and a support network of mentors and peers. Internship Focus Digital Strategy-Product Team * College/University major, minor and/or specific coursework desired - Business, Finance, Computer Science * Professional Interests - Product Development, Finance, Insurance * Skill Sets - Knowledge of software development lifecycle methodologies (e.g. Agile, Scrum, Kanban), strong verbal and written communication skills, exhibits curiosity and creative Interns will have networking opportunities with previous interns who are now employed with Truist. They will also have the ability to participate in an internship kick-off event, and an end of summer event. Work Location Remote - Various 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. Work with assigned area of the company (AFCO Direct insurance premium finance) to expand knowledge of B2B lending, the insurance industry and the company. 2. Complete specific projects for departments. 3. Assist department staff with various tasks in support of business. 4. Participate in internship meetings and discussions across Truist and AFCO Direct. At the end of the internship period, be prepared to: * Share a presentation that outlines your internship experience * Meet with the internship committee to evaluate the experience * Evaluate future career objectives 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. Must be a rising college junior or senior; Preference given to rising seniors 2. Strong verbal and written communications skills 3. Ability to effectively interact with teammates at all levels of the organization and with a variety of people from diverse backgrounds 4. Ability to work with minimal supervision 5. Ability to handle multiple tasks and details 6. Ability to operate a computer with Windows knowledge; Word and Excel preferred 7. Ability to adhere to all organizational policies and procedures 8. Ability to work virtually or in an assigned company office At this time, Truist will not sponsor an applicant for employment authorization, nor will we offer any immigration-related support for this position (including H-1B, F-1 OPT, F-1 STEM OPT, F-1 CPT, J-1, TN-1 or TN-2, E-3, or sponsorship for U.S. permanent residence.) The hourly wage for this position is $25hr. 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 is an Equal Opportunity Employer that does not discriminate 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. EEO is the Law E-Verify IER Right to Work
    $25 hourly 5d ago
  • Procurement Analytics Director

    Truist Financial Corporation 4.5company rating

    Truist Financial Corporation job in Atlanta, GA

    The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: Manage the Spend Analytics function within the new TSSM Procurement Spend Management and Analytics team which supports the management of $4.7B sourceable spend and $325M savings target. Develop comprehensive analytics to support and guide procurement functions in category, vendor and process management. Act as a trusted partner to the TSSM Category and Operation Leaders by providing them with process improvement, vendor rationalization, business insights and spend analytics (e.g. category planning, RFx/bidding, business case compilation, and spend rationalization). Develop, maintain and govern the data quality of the procurement P2P data, Spend Cube and ensure the dissemination of complete and accurate sourcing data across Truist. Benchmark procurement operation performance against industry standards. Strong technical skills in SAS, Power BI, Tableau, SQL and data mapping 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. Act as a trusted partner to TSSM Senior Leadership team by providing them with reporting and analytics support related to sourcing process, vendor contracting, category spend, rate harmonization, RFP analysis, and savings calculations. 2. Oversee the accuracy of the sourcing and spend cube. Implement quality checks to maintain data integrity. Identify, drive and lead reporting enhancements. 3. Conduct category, vendor and process analyses, apply analytical rigor in spend review, and develop recommendations and action steps for category and capacity planning. 4. Work closely with the Business Solutions team to automate reports, enhance existing dashboards, and support system and process transformation (e.g. Tableau and SAP Ariba Spend Management). 5. Develop and manage reporting production to support spend management programs, e.g. Travel, Contingent Workforce, Marketing, and Professional Services. 6. Demonstrate solid risk management practices and control execution to ensure known risks are appropriately managed and mitigated. 7. Establish and maintain relevant skillsets to act as a true Subject Matter Expert, effectively informing TSSM SLT on their category and operation strategies and decisions. 8. Provide guidance to direct reports related to prioritizing work, enhancing data quality, following our data governance framework and increasing the analytic support provided to the TSSM teams. 9. Champion best practice processes, benchmark operation performance metrics against industry standards. 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. Bachelor's degree in business, Finance, Accounting or Supply Chain Management 2. 5-7 years' experience in financial services especially sourcing/procurement 3. Excellent analytical skills, including expert level proficiency in spend analysis tools. 4. Excellent interpersonal, written and oral communication skills 5. Strong management skills with ability to communicate requirements and drive improvements across functional teams. 6. Advance proficiency MS Office software and other business systems (Ariba, SAP, etc.) 7. Experience utilizing business intelligence/visualization tools (Tableau, QlikView, etc.) This will be in office 5 days a week. Preferred Qualifications: 1. MBA preferred 2. Hyperion Essbase proficiency 3. Procurement analytics experience 4. Advanced graduate degree in Business, Finance, Accounting or Supply Chain Management 3. Knowledge of Sourcing and Spend Management Tools (e.g. Ariba, Coupa) 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 is an Equal Opportunity Employer that does not discriminate 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. EEO is the Law E-Verify IER Right to Work
    $100k-137k yearly est. 5d ago
  • Universal Banker - Part Time 20/hr - Truist Plaza

    Truist 4.5company rating

    Truist job in Atlanta, GA

    **The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.** Need Help? (https://pp-cdn.phenompeople.com/CareerConnectResources/prod/TBJTBFUS/documents/Career\_site\_FAQ-17**********0.pdf) _If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to_ Accessibility (careers@truist.com?subject=Accommodation%20request) _(accommodation requests only; other inquiries won't receive a response)._ **Regular or Temporary:** Regular **Language Fluency:** English (Required) **Work Shift:** 1st shift (United States of America) **Please review the following job description:** Provide timely and efficient completion of client transactions while maintaining accurate records and thorough proper handling of all monies assigned. Deliver superior quality service, identifying and understanding the client's financial needs. Cross-trained to support sales and service activities, with a particular focus on assisting with outbound calling and supporting Integrated Relationship Management (IRM) activities. 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. Provide a distinctive client experience to ensure a consistent service level by engaging clients with smiling, facilitating courteous conversation, conducting both complex and standardized transactions while uncovering needs. Performs more complex transactions with assistance as necessary. 2. Educate clients on digital, self-service solutions including ATMs, Online and Mobile banking to make banking easier and enhance their service experience. 3. Support team sales process by participating in client outreach through outbound calls, checking for client offers, and identifying client needs or opportunities by fulfilling the need or referring the client to the appropriate branch team members or specialist. 4. Understand the importance of Integrated Relationship Management (IRM) to ensure we seamlessly deliver Truist expertise and solutions for our clients' unique needs. 5. Participate fully in all components of the established Truist Retail Community Bank Leadership Routines. 6. Commit to advancing individual and product knowledge to better serve consumer and business clients by attending sales, service and product knowledge meetings and all applicable training classes and web-based learning. 7. Adhere to internal controls, operational procedures and risk management policies. Stays informed of all changes in policies and procedures to ensure compliance with current guidelines. 8. Serve as secondary contact for new account openings and problem resolution, offering applicable products and services to clients and prospects. Handles proportionate volume of work based on branch demands. 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. High school diploma or equivalent education 2. Two years of teller or cash handling or client service experience 3. Six months of client relationship building or sales experience 4. Excellent interpersonal and communication skills, including a desire to interact with clients and prospects 5. Ability to master personal computer (PC) keyboard and software skills necessary for branch automation 6. Ability to multi-task under time constraints 7. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products 8. Ability to travel to accommodate temporary staffing needs as required to include temporary assignment or locale changes 9. Ability to work weekends and/or extended hours with occasional travel and overnights may be included Preferred Qualifications: 1. One year of client relationship building or sales experience 2. Knowledge of advanced or complex branch transactions, risk management and loss prevention 3. Experience with sourcing and prospecting for new clients and client relationship building 4. General understanding of bank operations, policies and procedures **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 is an Equal Opportunity Employer that does not discriminate 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._** EEO is the Law (************************************************************************************************** E-Verify (https://pp-cdn.phenompeople.com/CareerConnectResources/prod/TBJTBFUS/documents/E-Verify\_Participation\_Poster-17**********1.pdf) IER Right to Work (https://pp-cdn.phenompeople.com/CareerConnectResources/prod/TBJTBFUS/documents/IER\_RightToWorkPoster-17**********8.pdf)
    $31k-38k yearly est. 60d+ ago
  • (Audit Support) Risk Governance & Reporting Consultant II for Technology, Data & Operations

    Truist Financial Corporation 4.5company rating

    Truist Financial Corporation job in Atlanta, GA

    The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: Provide first line of defense risk leadership, oversight and support for Technology, Data & Operations business unit segments assigned in the execution of enterprise risk and operational risk programs. Collaborate with leadership, third line of defense audit teams, second line of defense risk partners and other applicable areas of the bank to execute on risk program deliverables. Execute and support risk program and reporting deliverables. Assist business line management with identifying, assessing, controlling, mitigating, and communicating risks associated with business processes and decisions for the applicable business units. For this opportunity, Truist will not sponsor an applicant for work visa status or employment authorization, nor will we offer any immigration-related support for this position (including, but not limited to H-1B, F-1 OPT, F-1 STEM OPT, F-1 CPT, J-1, TN-1 or TN-2, E-3, O-1, or future sponsorship for U.S. lawful permanent residence status.) 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. * Liaison between TD&O leaders/SMEs and Risk Partners (e.g., Internal Audit, Issues Mgmt, Risk Advisors, 2LOD Risk) to provide end-to-end support of internal audits within TD&O. Including cross functional coordination efforts with TD&O leaders/SMEs and Risk Partners to: * Monitor and facilitate where necessary the management of audit requests to ensure timely and appropriate response throughout the audit lifecycle. * Draft management responses / remediation plans as draft issues are identified throughout the audit process. * Ensure the management responses / remediation plans to the Draft Audit Report sufficiently addresses recommendations across lines-of-defense and are submitted to Audit within the required deadline for Final Audit Report publication. * Ensure Internal Audit Continuous Monitoring (CM) materials are sufficiently prepared and delivered to Audit in support of routine CM engagement activities. * Support delivery of audit preparedness guidance and advisory with TD&O leaders/SMEs and Risk Advisors to apply lessons learned from prior audits, proactively prepare key materials, and identify opportunities for enhancement. * Performs comprehensive and risk-based monitoring and remediation for assigned business unit(s) as delegated including all tasks involved in the execution of the monitoring and remediation (e.g. scoping, report writing, vetting findings, documenting systems and work paper documentation) to ensure Truist's processes and procedures are compliant and pose low and/or acceptable material inherent or residue risk. * Coordinating mitigation or remediation activities where appropriate. * Partner with TD&O Business Unit Risk Leadership in the aggregation, escalation, and presentation of risk reporting for assigned business units including the coordination and support for Risk Committees, Risk working groups, regulatory updates and other special assessments and reporting as directed by management. * Execute a robust, high-quality issues management oversight program and Policy and procedure quality control process in adherence with enterprise standards. * Develop relationships and partner with BU Chief Risk Officer, Audit, Operational Risk Management, Compliance, Enterprise Risk Management, Legal and other 2nd Line Risk areas to ensure accurate and comprehensive risk management practices within the assigned business units. * Document the governance and reporting program including methodologies, processes and procedures, report writing, conventions for consistently vetting and documenting findings and working papers. * Assist in the development and maintenance processes and procedures to ensure the accuracy of the reports produced by the team. * Evaluate control weakness or key indicators exceeding risk limits and perform root cause analysis. * Build a working knowledge of the business units strategic plan, key objectives, risk appetite statement, and RSCA process to understand the risks identified and controls applied to mitigate them to execute ad hoc risk management initiatives and controls testing. * Assist in the detection of emerging and/or under recognized risks. * Demonstrate Truist's risk culture. 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 business, Finance, Communications or equivalent education and related training. * 6-8 years of financial services or risk management experience or demonstrated equivalent proficiency, and/or equivalent education, training and experience. * Excellent verbal, written and interpersonal skills and the ability to communicate and interact with all levels of management. * Strong knowledge and leadership skills and the ability to own projects and drive process change. * Ability to manage implementation of risk program requirements over multiple LOBs. * Independent thinker with strong analytical skills and the ability to make decisions. * Excellent time management and organizational skills. * Ability to operate in an independent manner without close supervision. * Demonstrated proficiency in basic computer applications, such as Microsoft Office software products. Preferred Qualifications: * Audit and/or Regulatory examination experience * Familiarity with financial services technology-related laws, rules, regulations, and risk management standards (e.g., Federal Financial Institutions Examination Council (FFIEC), Control Objectives for Information and Related Technology (COBIT), Information Technology Infrastructure Library (ITIL)) * 5+ years of risk related experience * Strong experience developing reporting and process documentation * Familiarity with enterprise Governance Risk and Compliance (eGRC) platforms and tools (e.g., RSA Archer) * Professional designation related to risk management and/or technology (e.g., Certified Information Systems Auditor (CISA), Certified in Risk and Information Systems Control (CRISC), Certified Public Accountant (CPA), Certified Internal Auditor (CIA) 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 is an Equal Opportunity Employer that does not discriminate 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. EEO is the Law E-Verify IER Right to Work
    $77k-102k yearly est. 5d ago
  • Enterprise Data Assessment and Testing Director - Transactional and Conformance

    Truist Financial Corporation 4.5company rating

    Truist Financial Corporation job in Atlanta, GA

    The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: Key senior leader to the Truist second line-of-defense (LoD2) Enterprise Data Risk Oversight (EDRO) testing team reporting to the Head of Enterprise Independent Testing (EIMT). Responsible for managing Transactional, Conformance and Data controls Testing teams that serve as the independent testing function for across the enterprise with a specific focus on the oversight of Data Assessment regarding data quality and completeness as it impacts critical various of data outputs (Regulatory Reporting and beyond). Develop, implement, and deliver an independent assessment methodology and output that measures adherence to data management principles across enterprise and applicable within business units. Provide data quality results and value-added recommendations that will influence senior management to improve data management and reporting enterprise wide. Also includes staffing, training and readiness, socialization with teammates and key stakeholders, and planning/demonstrating sustainability. Partner and collaborate with teammates and key stakeholders to ensure the Data Controls Testing Plan is well understood, and aligned with other related enterprise risk programs as appropriate. Provide senior leadership, perspective, insights, influence, and support across broader EIMT initiatives as appropriate. 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. Serve as the owner of the Data Assessment program for enterprise wide. Establish practices and maintain a control framework that support ongoing independent assessments of the accuracy of assigned enterprise data entities across the entire organization. 2. Perform second-level risk assessments of selected data processes, including but not limited to, initial collection processes, extract, transform and load (ETL) data warehouse processes and certain regulatory and external reporting processes. Identify, sample, test and report on Quality Assurance metrics and results. Utilize existing resources, and develop new capabilities, where required, to effectively carry out testing and reporting capabilities. 3. Manage the data assessment team and perform coaching and mentoring for teammates. Responsible for salary administration, performance assessment, coaching, team member selection, training, and career development of staff. Validate the work of assigned staff to ensure reviews are thorough and accurately identify risk factors and critical data governance issues. 4. Identify data integrity issues and root cases and appropriately categorize data domains with defined weaknesses. 5. Design and deliver metrics that are supportive of Data Risk Appetite and outcomes of second-level reviews and work with process owners to strengthen and improve data processes. 6. Partner with key stakeholders to reduce risk and improve data governance and data management for Truist data. 7. Partner closely with cross-functional teams to coordinate business rules that govern data quality, effectiveness, and scope of use through the development and fostering of a culture of mutual accountability for accuracy and operational excellence. 8. Participate in various Regulatory Engagements that impact data governance. 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. Bachelor's degree in business, Finance, Accounting, Information Systems or equivalent education and related training. 2. Fifteen years of banking experience with in-depth knowledge of various lines of business and operations in the data management. 3. Ten plus years' experience in dealing with complex data processes with minimal documentation. 4. Experiences with financial data, reports and key usages. 5. Communicate and interact with all key stakeholders including Sr. Management and regulatory agency. 6. Excellent verbal, organizational, interpersonal, communication, facilitation and negotiation skills. 7. Strong analytical and decision-making skills. Preferred Qualifications: 1. Fifteen plus years of risk management experience in financial services or related field. 2. Three to Five years' experience in senior leadership roles. 3.Three plus years of direct data management and data controls designing, testing and reporting experience. 4. Master's degree in business, Information Technology and/or Finance. 5. Experience leading/managing examinations at a major regional bank, national bank or with a bank regulatory agency. 6. Strong senior business acumen / knowledge, management experience, problem solving, critical thinking, influencing and decision-making skills. 7. Experienced leadership operating independently as appropriate and navigating ambiguity to deliver value. 8. Excellent interpersonal and communication skills demonstrating the ability to establish leadership credibility with all levels of management effectively. Can influence effectively with impact. 9. Demonstrated ability to organize, manage and lead complex initiatives and deliver high-quality, executive level work products and reporting. 10. Strong understand of complex data system and End User Computing Tools 11. Adept with control testing tools including of control inventory such as Archer. 12. Knowledge of Finance Data practices and governance framework and well versed in Data Governance policies and Standards 14. Strong understanding of Data Management Lifecycle within a complex financial organization. 15.. Knowledge of coding, data tools and platforms used for managing, storing, querying, testing, loading, and transformation of data (SAS, SQL, Python, Snowflake, Informatica, Oracle, Teradata, Spotfire, Tableau, etc.). 16. CPA/RMA/FRM/CFA or Professional risk management designations such as Certified Information Systems Auditor (CISA), Certified in Risk and Information Systems Control (Information Systems Audit and Control Association), and/or Project Management certification. 17. Strong background with financial services technology-related laws, rules, regulations, and risk management standards (e.g., Federal Financial Institutions Examination Council (FFIEC), Control Objectives for Information and Related Technology (COBIT), Information Technology Infrastructure Library (ITIL)). 18. Familiarity with enterprise Governance Risk and Compliance (eGRC) platforms and tools (e.g., RSA Archer). 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 is an Equal Opportunity Employer that does not discriminate 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. EEO is the Law E-Verify IER Right to Work
    $64k-87k yearly est. 29d ago
  • CSBB Portfolio Planning Lead

    Truist 4.5company rating

    Truist job in Atlanta, GA

    **The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.** Need Help? (https://pp-cdn.phenompeople.com/CareerConnectResources/prod/TBJTBFUS/documents/Career\_site\_FAQ-17**********0.pdf) _If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to_ Accessibility (careers@truist.com?subject=Accommodation%20request) _(accommodation requests only; other inquiries won't receive a response)._ **Regular or Temporary:** Regular **Language Fluency:** English (Required) **Work Shift:** 1st shift (United States of America) **Please review the following job description:** This will be an office centric role requiring working in the office five days per week in January 2026 at one of the locations listed on the requisition. The Portfolio Planning & Operations team is broadly responsible for designing and delivering a holistic Consumer and Small Business Banking (CSBB) portfolio of strategic initiatives and operational imperatives that ultimately deliver on our enterprise objectives. This includes managing a broad portfolio of initiatives that span a variety of work-types (strategic, operational, risk / reg., core productivity, expense, and cost management). The team is critical to driving a comprehensive and collective portfolio of change initiatives, ranging from day-to-day operational changes to large multi-year investment projects. Seated at the top of the change funnel, this team is critical to determining what change initiatives are introduced to the portfolio, recommends timing and sequencing of our work, ensures sound business rationale and rigor to pressure test as well as validate business assumptions, and partners closely with key business leaders to deliver on the growth objectives for our portfolio. Highly-motivated and strategic CSBB Portfolio Planning Lead to oversee and guide the development, resourcing, prioritization, execution, optimization, and delivery of our Consumer and Small Business Banking portfolio strategy to deliver our long-term holistic operational and strategic objectives. The CSBB Portfolio Planning Lead will work closely with executive stakeholders, cross-functional partners, and be responsible for leading junior teammates. Role is subject to change based on shifting business needs. **Essential Job Duties:** 1. Support the development and maintenance of the comprehensive CSBB portfolio strategy aligned to the enterprise's 5-year strategic vision, objectives, and financial results. 2. Support the development and publishing of the CSBB Execution Roadmap as well as the CSBB Consolidated Portfolio to the Chief Consumer Banking Officer. 3. Support the portfolio optimization strategy, to ensure strategic / operational alignment, efficient resourcing, trade-off decisions, and balance of risk. 4. Monitor and report on the ongoing health of the CSBB Execution Roadmap and CSBB Consolidated Portfolio. 5. Partner with cross-functional stakeholders to foster strong relationships and deliver impactful outcomes. 6. Lead and delegate small to medium tasks to junior teammates. 7. Effective presentation skills and adequate executive presence. 8. Comfortable working with ambiguity and tight deadlines. **Required Qualifications:** 1. Bachelor's Degree from an accredited university. 2. + 5 years of combined professional experience in Consumer Banking, Financial Services, Management Consulting, Product Management, Technology or other relevant field(s). 3. Proficient in Microsoft Office Suite (PowerPoint, Excel, Word, Visio, Project). **Preferred Qualifications:** 1. + 7 years of combined professional experience in Consumer Banking, Financial Services, Management Consulting, Product Management, Technology or other relevant field(s). 2. + 2 years in a Strategic discipline. 3. + 2 years' experience in Financial Analysis. 4. + 2 years' experience in Strategic Planning. 5. + 3 years' experience in Management Consulting. 6. Strategic Road Mapping and / or OKR Framework familiarity. 7. Master's degree in business administration from a top-tier University. **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 is an Equal Opportunity Employer that does not discriminate 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._** EEO is the Law (************************************************************************************************** E-Verify (https://pp-cdn.phenompeople.com/CareerConnectResources/prod/TBJTBFUS/documents/E-Verify\_Participation\_Poster-17**********1.pdf) IER Right to Work (https://pp-cdn.phenompeople.com/CareerConnectResources/prod/TBJTBFUS/documents/IER\_RightToWorkPoster-17**********8.pdf)
    $81k-142k yearly est. 20d ago
  • Legal Operations Business Consultant

    Truist 4.5company rating

    Truist job in Atlanta, GA

    **The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.** Need Help? (https://pp-cdn.phenompeople.com/CareerConnectResources/prod/TBJTBFUS/documents/Career\_site\_FAQ-17**********0.pdf) _If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to_ Accessibility (careers@truist.com?subject=Accommodation%20request) _(accommodation requests only; other inquiries won't receive a response)._ **Regular or Temporary:** Regular **Language Fluency:** English (Required) **Work Shift:** 1st shift (United States of America) **Please review the following job description:** A critical role in optimizing business processes and implementing improvements for the Legal Department's operational effectiveness and efficiency. This role is responsible for supporting Legal Department teammates by analyzing business processes, identifying improvement opportunities, and implementing solutions across the Department's operations. This role involves collaborating with various stakeholders to streamline workflows, manage projects, and leverage technology to meet the strategic goals of the Legal Department. The role offers the opportunity to work with legal professionals, senior leaders, and cross-functional teams to support operational objectives and implement solutions for legal practice areas and the Legal Department. The role stays informed about industry best practices and emerging trends, is eager to learn new things, apply knowledge to identify opportunities, and can take the lead in designing and implementing solutions. Position will report to Sr Legal Operations Manager. ****Role requires the ability to work in office**** **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. Use critical thinking and creativity to support, develop, and improve the effectiveness and efficiency of new or existing initiatives, build processes, and provide project management support. 2. As business partner, develop strategies to solve operational problems by evaluating key issues, identifying relevant data, creating roadmaps for execution, and applying project management support. 3. Implement practical solutions to meet the Legal Department's needs and drive operational objectives by translating business needs into requirements to support key workflows. 4. Collaborate with colleagues to collect, document, and confirm requirements; prioritize technical initiatives based on departmental needs; and facilitate and participate in testing, launch efforts, and issue resolution. 5. Develop and manage resources, governance controls and provide training and support to ensure the successful adoption of processes and any related technologies. 6. Align the Legal Department's and practice area's operational functions with leadership's mission, values, and objectives. 7. Work cross-functionally with various teams to support operational objectives. 8. Represent the Legal Department in interdepartmental committees covering operational matters, as assigned. 9. Work closely with the Data Analytics Team, Technology Team and other Legal Operations teammates for knowledge sharing, mentoring, and training. 10. Stay abreast of industry trends related to operational efficiency, risk management, and legal operations. 11. Support, and may lead, ad-hoc projects related to legal operations. **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. Bachelor's degree or higher in Business Administration, or a related field 2. Strong technical understanding of legal technology, process design and governance. 3. Understanding of the structure and operational areas of legal departments. 4. 3 or more years of experience in operations at a company, at a legal department or law firm. 5. Proficient in understanding legal operations software, and workflows. 6. Able to embrace change. 7. Demonstrated ability to effectively lead work teams and projects. 8. Strong analytical and basic research skills. 9. Solid organizational skill with attention to detail. 10. Superb verbal and written communication skills. 11. Ability to work within a large organization and collaborate and partner with cross-functional teams. 12. Ability to interact effectively with people at all organizational levels of the firm and build strong relationships with internal stakeholders. 13. Executive presence and ability to act as primary contact on assigned engagements. 14. Proficient in the use of Microsoft Office Suite. **Preferred Qualifications:** 1. Experience in legal operations at a legal department or law firm. 2. Experience with legal matter management systems and related applications. 3. Ability to work with project planning tools (MS Project, MS Planner) 4. Ability to develop and deliver executive level presentations **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 is an Equal Opportunity Employer that does not discriminate 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._** EEO is the Law (************************************************************************************************** E-Verify (https://pp-cdn.phenompeople.com/CareerConnectResources/prod/TBJTBFUS/documents/E-Verify\_Participation\_Poster-17**********1.pdf) IER Right to Work (https://pp-cdn.phenompeople.com/CareerConnectResources/prod/TBJTBFUS/documents/IER\_RightToWorkPoster-17**********8.pdf)
    $93k-120k yearly est. 54d ago

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