Service Finance National Accounts Manager - Dealer (Home Improvement Lending) Experience Required
Truist job in Dallas, TX
**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.**
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_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 National Accounts Manager's primary role is to build solid long lasting commercial client relationships through consistent delivery of dedicated relationship management. The National Accounts Manager will serve as the primary point of contact for a portfolio of large national Dealers and partners. This role is responsible for driving partner engagement, maximizing loan volume, and ensuring an exceptional experience throughout the relationship. This position is required to use a consultative approach to educate partners, identify growth opportunities, resolve issues, and deepen relationships.
**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. Responsible for building and developing solid relationships through ownership of a portfolio of national dealer accounts, serving as their trusted advisor and primary contact.
2. Drive partner engagement by providing ongoing training, program updates, and sales enablement support.
3. Identify and develop new business opportunities for Service Finance
4. Ability to support National dealer account strategies through pricing and product offerings.
5. Analyze partner performance and implement strategies to increase loan submissions, approval rates, and funded volume.
6. Proactively identify opportunities for expanding the relationship (e.g., adding new locations, sales reps, or loan programs).
7. Prepare materials and conduct regular account reviews (Quarterly Business Reviews) and business check-ins via phone, video conference, and in-person (as needed).
8. Promptly and effectively resolve any questions, concerns, or technology related challenges using independent and critical thinking skills.
9. Collaborate with internal teams (Sales, Marketing, Legal, Operations) to resolve partner issues quickly and effectively.
10. Monitor usage metrics and escalate at-risk accounts to senior leadership.
11. Maintain detailed records of partner interactions, activity, and progress using CRM tools (e.g., Salesforce) and internal systems.
12. As needed, represent the company at meetings, trade shows, conferences and other industry functions.
13. Provide feedback to leadership and operations teams based on partner needs and market insights.
14. Utilize Truist banking products to deliver deepened commercial client experience to solve Dealer business challenges.
**QUALIFICATIONS**
1. Bachelor's degree or an equivalent combination of education and related work experience.
2. Previous sales management experience (6-8+ years) in a business to business sales or relationship management environment
3. Strong communication, interpersonal, and presentation skills.
4. Ability to analyze data and translate it into actionable insights.
5. Proactive, resourceful, and capable of managing nationally recognized high-volume dealer accounts.
6. Proven ability to build internal and external relationships to deliver against business unit and corporate goals.
7. Demonstrated national account experience; developing relationships and closing deals
8. Broad base knowledge of the sales process from lead generation to relationship management.
9. Comfortable working cross-functionally and advocating for partner needs.
10. Proficient with CRMs, sales enablement tools, and virtual communication platforms and Microsoft Office suite of products.
11. Willingness to travel occasionally for partner visits or events (as needed).
12. Customer focused approach
13. Excellent organizational skills
14. Ability to solve complex problems and challenges independently using critical thinking skills.
15. Self-starter
16. Home Improvement Lending (Dealer) experience
**Preferred Qualifications:**
16. Experience in lending, fintech, or the home improvement industry is strongly preferred.
17. Experience with financial products and services for contractors or small business owners.
18. Knowledge of the home improvement, remodeling, or construction industry.
**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._**
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CRE Client Specialist II
Truist job in Dallas, TX
**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.**
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_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:**
Under limited supervision, provide sales, service and loan support to bankers, Commercial Real Estate Credit staff, and Sales Leaders managing and supporting Commercial Real Estate client portfolios.
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
1. Assist bankers by providing sales support, including assistance with pipeline accuracy, call preparation, ordering Financial Insights, pro-actively following up with and consistently contacting clients and prospects with letters, emails, etc. to support banker'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.
2. Support the sales process and portfolio growth through recognition of, and taking action on, referral opportunities using internal resources and data. Maintain expert-level working knowledge and awareness of products and services. Partner with bankers 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.
3. 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
4. Provide superior client service to Commercial Real Estate clients taking ownership of client needs, problems, and requests, following through to ensure timely and accurate resolution.
5. Assist in general servicing of Commercial Real Estate loans, deposits and fee services such as Treasury assigned to bankers, 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.
6. Assist bankers with portfolio management ensuring accurate client assignment and account data. Monitor reporting and escalate as needed.
Loan Support
7. Assist bankers 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 banker 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.
8. Assist bankers 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 banker.
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 and related training
2. Five years of related experience, preferably within financial services
3. Two years of experience in a CCS role, or similar
4. Demonstrated ability to identify, analyze and resolve issues independently
5. Advanced knowledge of related systems and processes
6. Good communication skills, both written and verbal, in relating to internal and external clients and contacts
7. Good organizational skills
8. Ability to complete all core courses outlined in the CCS training curriculum
9. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products, etc.
Preferred Qualifications:
1. Associate's degree in related field
2. Possess working product knowledge of bank services and Financial Services Industry
3. Possess math aptitude with ability to grasp general accounting and financial concepts
4. 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._**
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Senior Analyst, GSE Production
Dallas, TX 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.
Auto-ApplyWholesale Teammate Enablement Lead
Truist Financial Corporation job in Dallas, TX
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 report to the Head of Wholesale Strategic Execution & Business Management with responsibility for developing and delivering a complement of activities to support the Wholesale teammate experience. The scope of work is broadly defined to include enabling activities such as, but not limited to, teammate functional communications, on-the-job learning and readiness, end-to-end sales enablement (sales strategy, tools, and content), and teammate recognition. In addition, this role will manage teams that drive recruitment and training of early talent and well as the Truist Momentum platform and associated sales team.
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. • Developing and implementing a sales approach and framework that appropriately balances LOB nuances with core and common delivery across Wholesale.
* Identifying and implementing best practices, inclusive of processes, tools, and technology, to maximize sales effectiveness.
* Standing up a "run-the-business" communications function that supports LOB- and Wholesale-wide communications (both internal and client/external) that leverage core and common delivery and content as applicable. This team will complement executive messaging delivered through Corporate Communications with a focus on teammate readiness and functional communications.
* Partnering with LOB leaders and Learning Solutions to identify learning needs and develop and deliver relevant training content across multiple functional groups (e.g., sales, credit, client service and support).
* Developing and executing against a roadmap to ensure Wholesale is leveraging the best tools, platforms, and content to drive origination activities and maximize banker/advisor productivity. May own/manage tools/platforms directly and/or in partnership with Technology, Marketing, etc.
* Partnering with Data & Analytics to develop a streamlined reporting package that delivers value-added insights into sales performance and effectiveness across Wholesale. This may include developing a working knowledge of incentives and metrics to ensure alignment with the sales strategies and behaviors the business is looking to promote.
* Developing and managing a client engagement approach that ensures Truist's resources are appropriately directed to the best revenue- and relationship-building opportunities.
* Ensuring Truist is appropriately represented at conferences and industry events and bankers are prepared with insightful content.
* Managing sales approach and platform effectiveness for Truist Momentum, , ensuring the product continues to be distinguished as a competitive advantage and extension of Truist's purpose.
* Developing and managing a holistic and strategic approach to early talent recruitment and training across Wholesale and Wealth.
* Developing, guiding, and mentoring less-tenured teammates; ensuring each LOB leader has sufficient and value-added teammate enablement support.
* Serving as a trusted advisor and extension of Wholesale leadership by providing vision, direction, and expertise to identify, prioritize, and execute initiatives and key deliverables.
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.
* 15+ years overall experience and background in business enablement, strategic planning, or sales
* Prior experience and/or understanding of Wholesale Banking fundamentals, including product and service capabilities, organizational structure and alignment, and internal process/systems/data
* Deep knowledge of financial drivers and sales practices across lines of business including commercial banking, commercial real estate, corporate & investment banking, and wealth management
* Proven ability to cultivate strong relationships and execute growth initiatives across lines of business including commercial banking, commercial real estate, corporate & investment banking, and wealth management
* Strong critical thinking skills combined with strategic business focus
* Ability to influence, partner, and negotiate with senior business leaders to resolve conflicts and gain commitment to accomplish business goals
* Demonstrated experience fostering strong partnership, promoting teamwork, and building an inclusive culture
* Ability to articulate issues, risks, and proposed solutions to various levels of staff and management
* Sense of urgency and ability to multi-task and manage competing projects in a deadline-driven environment
* Excellent verbal, written, and interpersonal communication skills
* Passion for results and personal accountability for achievement
* Ability to translate and present complex data in a manner that educates, enhances understanding, and influences decisions
* Advanced skills in data visualization and storytelling
* Ability to successfully operate in a complex and matrixed environment
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.
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Retail Area Leader I or II - North Texas
Truist Financial Corporation job in Dallas, TX
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 Retail Area Leader leads a group of branches and teammates assigned within a Region (approx. 14-27 branches) for the Retail Community bank in an effort to deliver on our purpose and achieve our sales and service goals. Responsible for continuous improvements in sales effectiveness of Retail/Small Business through sales leadership including coaching, counseling, feedback, reinforcement, and support of the Bank's sales and credit cultures. Ensures feedback for improvement is delivered across teams to support continuous improvement.
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.
Responsible for instilling purpose, mission and values within retail and small business teams.
Responsible for continuous improvements in sales effectiveness of Retail/Small Business through sales leadership including coaching, counseling, feedback, reinforcement, and support of the Bank's sales and credit cultures. Ensures feedback for improvement is delivered across teams to support continuous improvement.
Collaborates across lines of business impacting retail and small business clients (Mortgage Banking, Wealth Management, Investment, Insurance Services, and Payment Solutions) to achieve financial
Assist in managing the efficiency of retention, personnel management, facilities management, and product sales and service. For assigned branches, responsible for reviewing monthly Average Balance Analysis, Detailed Income and Expense and other management reports to ensure balanced financial performance of branch teams in the following key performance areas.
Lead, coach and manage branch leaders to focus on their responsibilities: Sales and service performance planning; Identifying sales opportunities and achieving results on an individual and team level; Building branch teammate skill sets around sales effectiveness; Industry-leading service and transaction quality, Operational soundness and proper risk management.
Succeeds in delivering retail and small business performance goals within the Region pertaining to growth, profitability and quality.
Achieves area's service & operations, sales, expense, and profit performance. Monitors area and branch effectiveness and progress towards service, sales, and other goals through financial and activity reports; Identifies gaps in performance and developing appropriate plans to improve performance when needed; Ensuring consistent execution of the Client Engagement Model.
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.
Bachelor's degree or equivalent education and related training
Five years of financial services experience
3+ years of leadership experience managing group locations and leaders
Strong interpersonal, sales and relationship management skills
Strong written and verbal communication skills
Demonstrated ability to provide group leadership and to handle multiple priorities under time constraints
Sales execution and direct sales leadership experience
Preferred Qualifications:
Two years of commercial banking experience
Completion or enrollment in an established management or career development program
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.
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Senior Credit Risk Officer - Middle Market and Commercial
Truist job in Dallas, TX
**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.**
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_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 Senior Credit Risk Officer will support Middle Market and Commercial opportunities within one of our target high growth markets, Texas. This role will work on optimizing profitability of a segment(s) of the wholesale loan portfolio by maintaining proper balance among quality, profitability and compliance in the assigned portfolio. Partner with Middle Market and Commercial segment leadership to provide thought leadership and execute credit strategy in line with LOB targets and Truist stated risk tolerance. Communicates effectively through guidance, training and development in support of building and maintaining a strong credit culture. Models behaviors that reflect strong judgment capabilities gained through deep and comprehensive credit experience across multiple types of portfolio and business segments, constructive partnership and ability to navigate complex challenges that have potential impact on Truist profitability.
**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. Serve as a senior credit risk officer for large and complex segments within wholesale lending or specialty lines of businesses. Promote consistency of Bank's credit culture and lending strategies throughout organization. Responsible for leading the advancement of the organization's risk management culture, framework, and appetite throughout the assigned segment within the LOB
2. Communicate effectively as a thought leader to support development and maintenance of a strong credit culture. Provide risk leadership through ongoing active engagement with LOB, Product Partner, and Credit Delivery teams including guidance, coaching and mentoring to teammates on sound principles of lending and support their development through regular feedback and constructive dialogue
3. Partner with segment leaders to develop, communicate, and execute credit strategies, limits, and policies that support LOB targets while maintaining disciplined approaches to optimizing capital deployment and mitigating risk. Exercise prudent credit judgment through individual delegated loan authority to shape portfolio within risk appetite guidelines and concentration management approaches that create sustainable profitability
4. Stay abreast of laws, regulations and risk management techniques to ensure compliance and best practices in risk management. Stay abreast of local, national, and global economic trends and market conditions
5. Manage highly complex decisions that could have significant impact to risks and profitability
6. Ensure appropriate Risk Rating for the portfolio, monitor portfolio performance, identify areas of emerging risks. Develop strategies and action plans for emerging risk, and elevate to Senior Credit Officer and present portfolio updates and recommendations to senior executives, Risk Oversight Committees, and regulators as requested
**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 equivalent education and related training
2. 15 years of experience in lending and/or credit experience
3. Widespread financial credit risk and regulatory knowledge
4. Solid accounting/financial analysis skills
5. Strong communication and interpersonal skills with demonstrated leadership ability to collaborate across teams and build strong relationships
**Preferred Qualifications:**
1. 20 years of experience in commercial lending and/or credit experience
2. Master's degree in business administration, finance, or accounting
3. Broad product knowledge and experience, including Debt and Equity Capital Markets, Asset Finance, and Treasury Management product categories Experience across a broad span or industries or deep experience within a specific industry
4. RMA - Credit Risk Certification
**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._**
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Enterprise Program Lead - Server Refresh
Truist Financial Corporation job in Plano, TX
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:
Experienced Technical Project Manager responsible for leading infrastructure initiatives with a focus on upgrading existing application infrastructure to the latest versions of operating system and database software. Leverage the project methods and guidelines to facilitate the planning discussions with each application to identify the appropriate approach and timeline. Closely monitor and drive the execution of each application in accordance with the established plan and thoroughly document progress including risks, issues, and decisions. Ability to clear roadblocks and impediments across matrixed 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. Evaluate financial-technology and other emerging technology trends in the industry to identify opportunities that warrant consideration and potential investment by the CTO.
2. Stay abreast of business trends to identify existing and emerging enterprise gaps or opportunities; develop strategies to address gaps and take advantage of opportunities.
3. Establish principles, rules, standards and best practices for enterprise technologies, injecting these in the established architecture and project review processes.
4. Support strategic business transformation initiatives (Core Banking transformation, Enterprise Digital Strategy).
5. Develop business cases that effectively represent the business opportunity and the investments (people, funding, time) required to achieve the enterprise value.
6. Effectively communicate technology and business enablement future-state recommendations to a variety of audiences (from Board level/Executive Management to technologists to end-users) such that it engenders buy-in and active support.
7. Establish framework for identifying broad architecture strategies, choices and standards.
8. Identify future Truist transformation needs.
9. Develop and leverage a network of external business partners, academics and technology thought leaders to ensure Truist positioned for the digital future.
10. Collaborate with the broader Truist architecture community and provide input into Information Technology (IT) strategies and Architecture standards.
11. Provide influential leadership that supports insightful decision-making, effectively aligns technology capabilities with business needs.
QUALIFICATIONS
Required Qualifications:
1. Bachelor's degree in Business, Management, or Management Information Systems-related field, or equivalent education and related training
2. Fifteen to twenty years of progressively responsible leadership experience in technology;
3. Fifteen to twenty years of experience in technology strategy and/or architectural domains
4. Comprehensive experience with various architectural domains such as application, data, infrastructure, security and integration
5. Broad understanding of technology, architectural and strategic-planning concepts
6. Ability to identify and translate enterprise-level needs into technology plans/business solutions
7. Ability to interact effectively with Executive Management
8. Strong interpersonal, collaboration and communication skills
9. Ability to think and act strategically
10. Substantial experience as a senior-level and effective negotiator (internal and external negotiations)
11. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
Preferred Qualifications:
1. Master's degree in Business or IT
2. Engage with application teams to assess current infrastructure state and determine best remediation approach
3. Monitor and drive activities for existing planned upgrades to ensure engineering and application teams are meeting deadlines
4. Ability to balance multiple priorities
5. Ability to solve problems by leveraging past experiences and knowledge through partnership with applications and operations
6. Demonstrated effective verbal and written communication skills for the purpose of providing and explaining project information and status to management, staff, and vendors
7. Share lessons learned and proposed improvements with leadership and peers to allow for continuous process improvements across team
8. Ability to keep calm under pressure and drive your teams during difficult situations
9. Ability to follow predefined processes and procedures, but ability to identify situations where the team needs to be adaptable to be successful
10. Experience managing (not doing) infrastructure installations, upgrades and decommissioning is a must
11. Must understand the domain and the work
12. Assume 8+ years' experience as Infrastructure PM
OTHER JOB REQUIREMENTS / WORKING CONDITIONS
Sitting
Frequently (25% - 50% of the time)
Lifting
Up to 25 lbs.
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
Up to 25%
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.
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Workday Security Lead
Truist job in Dallas, TX
**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.**
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_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:**
We are seeking a full-time Workday Security Lead who is eager to grow with Truist and take ownership of Workday Security processes across the Bank. This role is hands-on and focused on maintaining and enhancing Workday access and security controls that impact every teammate and within the bank.
The ideal candidate is not a consultant, but a dedicated team member who wants to contribute long-term and be part of a fast-paced collaborative environment. In this role, you will serve as the primary point of contact for all Workday security-related activities, including remediation of critical issues. The Workday Security Lead works closely with technology teams and HR partners to manage and implement security changes, grant tenant access, and ensure compliance with established business controls and policies. You will analyze project requirements and design security modifications to support business needs while maintaining proper governance and control. The ideal candidate will have strong, hands-on experience with Workday security and access management-ideally within a financial institution-and an understanding of broader Workday functional areas. This knowledge will help them effectively collaborate with functional and technical teams across the enterprise. The candidate will need to have experience with Agile processes, since the position will be part of a Scrum team. A desired skill would be experience with AI or business process automation which will bring long-term value to the Bank.
This is a full-time, onsite position (5 days per week) based in Atlanta, GA; Charlotte, NC; Raleigh, NC; Richmond, VA; Dallas, TX or Greensboro, NC.
**Key Responsibilities**
+ Serve as the primary point of contact for all Workday security and access-related processes within the bank.
+ Manage and implement security configuration changes, ensuring compliance with established policies and governance frameworks.
+ Partner with business and technology teams to evaluate project requirements and determine appropriate Workday security modifications.
+ Oversee the process of granting access within Workday, maintaining proper approvals and controls.
+ Support ongoing operations by troubleshooting and resolving security and access issues in a timely manner.
+ Collaborate with Workday functional and technical teams to ensure seamless integration of security across modules and functions.
+ Participate in audits, control reviews, and risk assessments related to Workday security.
+ Provide guidance and best practices to business partners on Workday security standards and access management.
**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 and six to ten years of experience or equivalent education and software engineering training or experience
+ In-depth knowledge in information systems and ability to identify, apply, and implement best practices
+ Understanding of key business processes and competitive strategies related to the IT function
+ Ability to plan and manage projects and solve complex problems by applying best practices
+ Ability to provide direction and mentor less experienced teammates. Ability to interpret and convey complex, difficult, or sensitive information
**Preferred:**
+ Broader understanding of Workday functional areas (e.g., HCM, Payroll, Finance) to better align security with business needs.
+ Prior experience in a regulated or financial services environment.
+ Demonstrated ability to identify process improvements and implement best practices in security management
+ 5+ years of hands-on Workday security administration experience.
+ Strong understanding of Workday roles, domains, and business process security policies.
+ Experience managing Workday access controls and elevated access requests.
+ Familiarity with security compliance and audit processes, preferably within a financial institution.
+ Excellent analytical and problem-solving skills, with attention to detail.
+ Ability to work effectively with multiple business units and technical teams.
**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._**
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Transaction Manager - Seniors Housing segment - Grandbridge Real Estate Capital
Truist Bank job in Dallas, TX
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:
Job summary:
Support Mortgage Banker in processing all potential loans (both agency and non-agency execution). Primary focus in on Fannie and Freddie products with an emphasis on Seniors Housing. Solid understanding and experience in senior housing / healthcare as well as Conventional loan products.
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.
Assist in all aspects of loan executions both agency and non-agency. Help Mortgage Banker including Seniors Housing with the best execution outcomes for various products.
Partner with Mortgage Banker to “pitch” various execution options. Need to be able to act as product specialist across an array of various products (most importantly understanding Fannie Mae and Freddie Mac).
For Agency execution: Partner with Agency Underwriters to underwrite and size the transaction. Manage the process from start to finish.
For Non-Agency execution: TM will work closely with Coverage Banker, Head of Production and FCS Team to determine the best source of capital. Once a capital provider is chosen, the Transaction Manager will manage the process from start to finish.
Work with support staff, underwriting and credit in the preparation of the preliminary and final loan submissions.
Work with the Mortgage Banker, including Seniors Housing Mortgage Banker, to maintain client/pipeline data in Salesforce.
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.
Bachelor's degree in business, or equivalent education and related training.
Excellent written and verbal communication skills.
Strong computer skills; including proficiency in Microsoft Word, Microsoft Excel, and Microsoft PowerPoint.
Excellent organizational skills, attention to detail and drive to succeed.
Ability to organize, direct and motivate others.
Ability to meet deadlines.
Capability to simultaneously handle a variety of assignments.
Ability to travel, including overnight.
Preferred Qualifications:
Master of Business Administration (MBA) or Master's degree in Finance or Real Estate.
Proficiency in Salesforce, CoStar, Trepp and Argus.
Deep understanding of Fannie Mae and Freddie Mac lending programs.
Seven years of relevant experience within the commercial real estate finance industry, including a rotation in Senior Housing.
The annual base salary for this position is $125,000 - $200,000
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.
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Auto-ApplyETL Developer (Software Engineer II)
Truist job in Dallas, TX
**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.**
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_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:**
Are you passionate about turning data into actionable insights? We're looking for an ETL Developer who thrives in dynamic, enterprise-level environments and loves building scalable, high-performance data solutions.
In this role, you'll design and optimize ETL workflows that power critical business decisions. You'll work with cutting-edge technologies, including the Hadoop ecosystem, data processing frameworks, and large-scale integrations. Your expertise in extracting, transforming, cleansing, and loading data across diverse systems will ensure accuracy and reliability at every step.
You'll develop ETL mappings to move data seamlessly from source systems to data warehouses and data lakes, enabling advanced analytics and innovation. If you're detail-oriented, collaborative, and ready to tackle complex challenges in a fast-paced setting, we want to hear from you!
This is a full-time, onsite position (5 days per week) based in Atlanta, GA; Charlotte, NC; Raleigh, NC; Richmond, VA; Dallas, TX or Greensboro, NC.
**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.
+ Develop customized coding, software integration, perform analysis, configure solutions, using tools specific to the project or the area.
+ Lead and participate in the development, testing, implementation, maintenance, and support of highly complex solutions in adherence to company standards, including robust unit testing and support for subsequent release testing.
+ Build non-functional monitoring capabilities and provide escalated support for highly complex applications in production.
+ Build in and maintain security controls and monitoring in support of company standards.
+ Typically lead moderately complex projects and participate in larger, more complex initiatives. Solve complex technical and operational problems. Act as a resource for teammates with less experience
+ May oversee the work of a small team.
+ In an Agile environment: Responsible for delivering high quality working software and automating manual/reusable tasks working directly, and engage with, the business from the beginning of the design work. Leverage continuous engineering practices to deliver business value regarding effectiveness of the design. Actively participate in refining user stories. Responsible for design, developing, and maintaining automated unit testing, and supporting integration and functional testing. Responsible for providing automated monitoring capabilities, providing warranty support, and providing knowledge transfer to production support. Develop code in accordance with the acceptance criteria established by the Product Owner.
**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 and four to seven years of experience or equivalent education and software engineering training or experience
+ In-depth knowledge in information systems and ability to identify, apply, and implement IT best practices
+ Understanding of key business processes and competitive strategies related to the IT function
+ Ability to plan and manage projects and solve complex problems by applying best practices
+ Ability to provide direction and mentor less experienced teammates. Ability to interpret and convey complex, difficult, or sensitive information
**Preferred Qualifications**
+ bachelor's degree in computer science, computer engineering or related degree and eight years of experience or an equivalent combination of education and work experience.
+ Knowledge of specific applications, technology platforms, programming languages, systems, or business segments.
+ Banking or financial services experience.
+ Abnitio/Informatica BDM Experience.
+ Skills in designing and developing extract, transform and load ETL processes.
+ Strong understanding of Informatica ETL tool .
+ Create and maintain adequate documentation of project ETL design, technical artifacts and ETL environment.
+ Very Large Database and DW Implementation experience (20+ TBs) ,well versed in SQL, Oracle .
+ Experience on Hadoop(HDFS) concepts, HQL, SQL and Unix
+ Experience and ability to deliver results quickly in a fast-paced environment on multiple projects.
+ Agile Delivery 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._**
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Association Services Commercial Specialist II
Truist job in Dallas, TX
**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.**
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_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 the perfect client experience to external clients (e.g. management companies, associations and homeowners) and internal business units. Work as a Client Services team member to ensure service standards are met for the client in a non-facing environment. Assist with general banking inquiries, processing of financial service requests and provide client problem resolution while adhering to Bank policies and procedures. Handle incoming and outgoing telephone calls and emails in a professional and courteous manner.
**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.
+ Process a high volume of service requests according to ASD procedures and processes (Ex. Open and close accounts, account maintenance, issue official checks, wire transfers, statement and lockbox research).
+ Provide support to the Association Services Relationship Sales Managers and management team.
+ Handle a high volume of incoming and outgoing calls, e-mails and faxes. Assist in Switchboard when needed.
+ Perform specialized operational functions (e.g. daily overdrafts, exception items, online banking, treasury management implementation, commercial analysis, foreign item processing, credit cards, inactivate letters, fraud, audit, Certificate of Deposit Account Registry Service (CDARs), Insured Cash Sweep (ICS) products, branch capture).
+ Develop a high-level understanding of on-boarding new clients, Automated Clearing House (ACH), Coupon Services, Payment Remittance Processing, Web Vault and PLUS applications to assist with client inquires.
+ Serve as a mentor to less experienced teammates.
+ Professionally and independently address client complaints and offer solutions. Escalate to supervisor, when needed, while adhering to the Bank's complaint monitoring process.
+ Ensure confidentiality of client information and minimize risk by following Bank's authentication process, Code of Ethics and other related policies. Maintain ethical behavior at all times.
**Qualifications**
**_Required Qualificati_** **_ons:_**
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
+ Three (3) years of client service and operational experience in financial industry
+ Strong verbal and written communication skills
+ Detailed-oriented with the ability to multi-task
+ Effective listening and problem-solving skills
+ Demonstrated proficiency in basic computer applications such as Microsoft Office, Word
+ Proven interpersonal relationship characteristics
**_Preferred Qualifications:_**
+ Associate's degree
+ Bilingual
**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._**
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Universal Banker - Part Time 20hrs - Coppell
Truist Bank job in Coppell, TX
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 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.
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Auto-ApplyProduction Transaction Manager - Grandbridge Real Estate Capital
Truist Bank job in Dallas, TX
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:
Support Coverage Bankers in processing all potential loans (both agency and non-agency execution). Manage the analyst pool to sufficiently train and develop them along with a managing their workload.
This will include, but not be limited to, design and advocacy for a competitive bridge loan vehicle. This product, offered through Truist Financial Corporation and in partnership with Grandbridge Real Estate Capital, will focus on “bridge-to-Agency” executions for clients of Truist's Real Estate Corporate & Investment Banking teams (includes REITs and private equity funds), the National Real Estate team, and the Truist Community Capital team. These loans will be underwritten with intended repayment from permanent financing provided by Fannie Mae, Freddie Mac, or FHA/HUD.
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.
Assist in all aspects of loan executions both agency and non-agency.
Solid understanding and experience in commercial real estate and/or commercial real estate finance.
On ALL transactions act as the primary point of contact for Coverage Bankers, evaluating the loan opportunity to assess if the loan is Agency eligible or not.
For Agency execution: Partner with Agency Underwriters to underwrite and size the transaction.
For Non-Agency execution: TM will work closely with Coverage Banker, Head of Production and FCS Team to determine the best source of capital.
Work with support staff, underwriting and credit in the preparation of the preliminary and final loan submissions.
Work with Coverage Banker and Analysts to maintain client/pipeline data in Salesforce. charged with driving revenue through the origination of balance sheet loans from various lines of business within Truist Wholesale. This is a product role that requires close coordination and partnership with the primary relationship bankers for this client set, as well as with the underwriting, syndications, legal, and risk teams. Areas of emphasis include structuring large, complex transactions where the Bank is, or seeks to be, in a leadership capacity. This role serves in an advisory capacity to our clients on capital structure, deal structure, and optimal execution. Preparing marketing materials and advising our Truist partners on debt product solutions are key components of the role, as is partnership with the coverage teams of CRE in structuring and executing short term bridge financing. This role will serve as the external point of contact for the Truist client set desiring short-term financing with an intended GSE repayment, as well as a primary internal point of contact in early-stage opportunity vetting and in liaising with the transaction underwriters and approvers for ultimate execution.
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.
Bachelor's degree in business, or equivalent education and related training.
Five years of relevant experience within the commercial real estate finance industry.
Excellent written and verbal communication skills.
Strong computer skills; including proficiency in Microsoft Word, Microsoft Excel, and Microsoft PowerPoint.
Excellent organizational skills, attention to detail and drive to succeed.
Ability to organize, direct and motivate others.
Ability to meet deadlines.
Capability to simultaneously handle a variety of assignments.
Ability to travel, including overnight.
Preferred Qualifications:
Master of Business Administration (MBA) or Master's degree in Finance or Real Estate.
Proficiency in Salesforce, CoStar, Trepp and Argus.
Deep understanding of Fannie Mae and Freddie Mac lending programs.
#Dallas #Atlanta #Charlotte
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.
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Auto-ApplyClosing Associate or Senior Closing Associate - Grandbridge Real Estate Capital
Truist job in Frisco, TX
**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.**
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_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:**
Perform closing functions for Grandbridge and provide assistance to other Grandbridge departments as requested by Grandbridge Head of Closing.
**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.
+ Perform commercial/multifamily closing responsibilities, including due diligence review, property, liability and flood insurance review, borrower organizational review, loan document review and modification, anti-money laundering and know your customer compliance, document storage, commitment preparation, closing calculations, loan funding submissions, loan deliveries and servicing handoffs.
+ Develop and maintain strong working relationships with business, legal and servicing contacts at agencies and other lenders/investors.
+ Assist servicing/asset management with problem assets and borrower requests.
+ Promote cohesive, inclusive, team-oriented culture aligned with Grandbridge purpose, mission and values.
+ Promote sound risk management and compliance with applicable credit, underwriting, operational, regulatory, tax and legal policies and procedures.
**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.
+ Bachelor degree and strong academic record.
+ Able to perform commercial/multifamily closing responsibilities, including due diligence review, property, liability and flood insurance review, borrower organizational review, loan document review and modification, anti-money laundering and know your customer compliance, document storage, commitment preparation, closing calculations, loan funding submissions, loan deliveries and servicing handoffs with adequate training.
+ Strong work ethic and self-starter requiring minimal supervision.
+ Sound decision making and risk analysis capabilities.
+ Strong communication and writing skills.
+ Proficiency in basic computer applications such as Microsoft Office software products.
**Preferred Qualifications:**
+ Experience with Fannie Mae, Freddie Mac and/or FHA transactions.
**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._**
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Fiduciary Support Specialist II (Dallas, TX. or Houston, TX.)
Truist Financial Corporation job in Dallas, TX
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 supporting the coordinated delivery of personal trust administration to a challenging and sensitive portfolio of affluent clients. Provide client support to Trust Advisors. Help coordinate with other members of the Wealth team (Advisors, Planners, etc.) to render an extraordinarily high level of service to our Wealth Clients.
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. Prioritize relationship management activities by facilitating the day-to-day transactional needs of the client base, including processing deposits, distributions, payments, transfers, or other routine transactions
2. Enter and maintain appropriate client records, monitor client transactions and client data for accuracy and timeliness and maintain appropriate documentation of client transactions.
3. Utilize various trust systems to affect transactions, monitor accounts, and create reports
4. Respond to client requests for information and assistance within appropriate level of authority
5. Support the sales and retention effort by scheduling appointments, conducting follow-up telephone calls, and client meeting preparation
6. Prioritizing fiduciary activities that enable quality client interaction
7. Continually render extraordinarily responsive and personal service to our Wealth Clients
8. Participate in onboarding new teammates and training
9. Assist with special projects for Fiduciary Group Support Leader
10. Contribute to a positive team environment that fosters cooperation, trust and group identity and be an effective advocate for Wealth clients with other business units
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. 3+ years in the role as a Fiduciary Support Specialist, trust experience, investment, banking or financial planning-related client service experience, or equivalent outside experience
2. Demonstrate an understanding of the operating systems unique to line of business, including trust and estate
3. Demonstrate strong knowledge of bank policy and procedures
4. Strong problem-solving skills
5. Contributes to a positive team environment that fosters cooperation, trust and incorporates the value of One Team approach
6. Excellent interpersonal and relationship management skills
7. Excellent oral and written communication skills
8. Exemplary customer service and professional etiquette skills
9. Ability to travel, occasionally overnight
Preferred Qualifications:
1. Undergraduate degree
2. Trust School attendee or graduate
3. Fiduciary experience a plus
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.
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Human Capital Systems (HCS)/Workday Technical Lead
Truist Financial Corporation job in Dallas, TX
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 Human Capital Systems (HCS)/Workday Technical Lead is responsible for providing strategic technical leadership, solution design, and delivery oversight Are you ready to lead transformative HR technology initiatives? We're looking for a Workday Technical Lead who will provide strategic technical leadership, innovative solution design, and delivery oversight for our enterprise platforms, with a primary focus on Workday.
This isn't a consulting role-it's an opportunity to become a key member of a dynamic, fast-paced team committed to long-term success. You'll collaborate closely with HR, Cybersecurity, IAM, Payroll, Finance, Talent, and Technology engineering teams to design secure, scalable solutions that enhance the teammate experience, ensure compliance, and drive organizational growth.
As the primary technical authority, you'll lead complex Workday enhancements, integrations, data reporting, and cross-functional initiatives that make a real impact.
Location: This is a full-time, onsite position (5 days per week) based in Atlanta, GA; Charlotte, NC; Raleigh, NC; Richmond, VA; Dallas, TX; or Greensboro, NC.
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
* Provide end-to-end technical leadership across Workday HCM, Compensation, Recruiting, Payroll, Talent, Absence, Time, and Security domains.
* Lead design and architecture of Workday configurations, integrations, and data solutions.
* Translate business requirements into scalable technical solutions aligned with enterprise architecture standards.
* Ensure technical designs incorporate cyber security compliance, data privacy, IAM controls, and SOX/audit requirements.
* Oversee and guide technical solutioning, testing, validation, and deployment of technology releases, enhancements, and initiatives.
* Ensure on-time, high-quality delivery through strong planning, prioritization, and risk management practices.
* Lead complex troubleshooting and root-cause analysis for production issues, coordinating cross-functional resolution efforts.
* Guide engineers, analysts, and vendor resources through technical work activities.
* Evaluate and recommend applications, tools, and innovation to improve efficiency and
* user experience.
* Partner with HR leadership to identify technology needs and future state capabilities.
* Support compliance, audit and regulatory requirements.
* Stay current on HR technology trends, tools and best practices.
* Coordinate with cross-functional teams to ensure successful delivery of Workday initiatives.
* Provide mentorship and knowledge sharing across the HR tech team.
* Provide regular updates to leadership and escalate issues as needed.
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.
* 8-10+ years of experience in HR Technology, with advanced hands-on configuration and integration skills.
* Minimum of 5 years of experience in Workday or demonstrated Technical Lead experience in a large Enterprise environment.
* Seasoned technologist to provide leadership and oversight for a team of developers supporting complex, large Enterprise applications.
* Experience with Workday and HR Technology initiatives preferred.
* This role requires extensive hands-on development experience across Workday modules, strong leadership capabilities, and the ability to interface
* directly with internal clients on solution design and delivery.
* Demonstrated success providing technology oversight for Large Enterprise initiatives. Primary responsibilities with include leading technology
* implementation and deployments, managing application compliance with data security, and cyber controls, and ensuring alignment with organizational
* regulatory standards.
* Candidate will partner with internal technology partners and external vendors to drive efficient implementation and optimization of solutions.
* Proven experience in contributing to the functional and technical design of technology solutions is required.
* Proven ability to manage multiple initiatives simultaneously, prioritize tasks, and meet deadlines in fast paced environment.
* Proven experience leading technical delivery across multiple functional domains.
* Strong understanding of HR business processes, data structures, and compliance requirements.
* Prefer experience with Workday tools: EIB, Studio, BIRT, Prism, Core Connectors, Report Writer, Calculated Fields.
* Knowledge of cybersecurity, IAM, SOX controls, and audit frameworks.
* Excellent communication skills with ability to translate technical topics for business and senior leadership
Preferred Qualifications:
* Experience using Rally Agile tool
* Banking or Financial Industry Experience
* Technical proficiency in leading applications or initiatives. HR initiatives preferred.
* Strong communication skills and ability to collaborate with business partners
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.
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Retail Mortgage Loan Originator
Truist Financial Corporation job in Dallas, TX
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 the sales and marketing of Truist Mortgage Loan products within bank policies and procedures as well as consistent, effective referrals of mortgage clients for other bank services, including the qualifying package of services, and insurance products.
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. Execute effective mortgage marketing and development plans to meet or exceed agreed upon mortgage
production goals.
2. Maintain a complete and thorough knowledge of the Mortgage Strategies, Policies and Procedures, as well
as secondary market investor's guidelines utilized by Truist.
3. Adhere to and comply fully with any and all Truist policies and procedures related to internal and external
rules and regulations, particularly those established by State and Federal law.
4. Provide mortgage clients sound mortgage advice based on a full understanding of client needs as well as
Truist Mortgage products and their benefits.
5. Consistently execute on Truist's referral process by introducing mortgage clients to other bank
solutions for deepening client opportunities.
6. Assist Mortgage Loan Fulfillment with client, attorney, or appraiser document follow-up as determined
through quality control or post-closing review.
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. 1+ year(s) experience in banking and/or lending environment with basic knowledge of
residential property types
2. Good organizational, written and verbal communication skills
3. Possesses solid interpersonal and negotiation skills
4. Demonstrated proficiency in relevant computer applications
5. Must be SAFE Mortgage Licensing Act compliant within 30 days of employment in this role including new
or transfer of registration, and applicable NMLS acceptable background check
Preferred Qualifications:
1. Bachelor's degree in Business, Marketing, Accounting, or related studies or equivalent financial sales experience.
2. Two or more years of experience in residential mortgage lending with solid knowledge of the local market and regulations.
3. Previous sales awards and leadership positions.
OTHER JOB REQUIREMENTS / WORKING CONDITIONS
Sitting/Standing/Walking/Bending/Lifting
Sitting Frequently (25% - 50% of the time)
Standing Frequently (25% - 50% of the time)
Walking Frequently (25% - 50% of the time)
Lifting Up to 25 lbs.
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
Up to 75%
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.
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The Workday Functional Lead (Compensation)
Truist job in Dallas, TX
**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.**
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_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 Workday Functional Lead (Compensation) Software Engineer III responsible for designing configuring, implementing, and maintaining Workday modules to meet Human Capital Systems business needs. This role partners with HR, IT, and other stakeholders to translate business requirements into functional Workday solutions, ensuring quality, compliance, efficiency, and scalability.
This is a full-time, onsite position (5 days per week) based in Atlanta, GA; Charlotte, NC; Raleigh, NC; Richmond, VA; Dallas, TX or Greensboro, NC.
**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.
+ Serve as the primary point of contact for Workday configuration for specific Workday modules. (Compensation and Performance)
+ Design, configure, test, and deploy Workday configuration changes.
+ Maintain accurate documentation of system configurations and processes.
+ Partner with HR and business teams to gather requirements and design solutions.
+ Identify and drive quality and efficiency improvement opportunities.
+ Troubleshoot and resolve Workday configuration-related issues.
+ Ensure that all changes comply with technology policies and requirements.
+ Identify, escalate, and remediate risks and comply will risk management standards.
+ Manage and implement Workday configuration changes, ensuring compliance with established policies and governance frameworks.
+ Partner with business and technology teams to evaluate project requirements and determine appropriate Workday modifications.
+ Support ongoing operations by troubleshooting and resolving issues in a timely manner.
+ Collaborate with Workday functional and technical teams to ensure seamless integration of changes across modules and functions.
+ Participate in audits, control reviews, and risk assessments related to assigned functional area.
+ Provide guidance and best practices to business partners.
**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 and three to five years of experience or equivalent education and software engineering training or experience
+ In-depth knowledge in information systems and ability to identify, apply, and implement best practices
+ Understanding of key business processes and competitive strategies related to the IT function
+ Ability to plan and manage projects and solve complex problems by applying best practices
+ Ability to provide direction and mentor less experienced teammates. Ability to interpret and convey complex, difficult, or sensitive information.
+ Strong attention to detail.
+ Ability to work independently and collaboratively.
+ Effective time management and prioritization.
**Preferred Qualifications:**
+ Broader understanding of Workday functional areas (e.g., HCM, Payroll, Finance) to better align security with business needs.
+ Prior experience in a regulated or financial services environment.
+ Demonstrated ability to identify process improvements and implement best practices in security management
+ 5+ years of hands-on Workday experience.
+ Strong understanding of Workday business processes for assigned functional area.
+ Familiarity with compliance and audit processes, preferably within a financial institution.
+ Excellent analytical and problem-solving skills, with attention to detail.
+ Ability to work effectively with multiple business units and technical teams.
**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._**
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Enterprise Program Lead - Server Refresh
Truist job in Plano, TX
**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.**
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_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:**
Experienced Technical Project Manager responsible for leading infrastructure initiatives with a focus on upgrading existing application infrastructure to the latest versions of operating system and database software. Leverage the project methods and guidelines to facilitate the planning discussions with each application to identify the appropriate approach and timeline. Closely monitor and drive the execution of each application in accordance with the established plan and thoroughly document progress including risks, issues, and decisions. Ability to clear roadblocks and impediments across matrixed 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. Evaluate financial-technology and other emerging technology trends in the industry to identify opportunities that warrant consideration and potential investment by the CTO.
2. Stay abreast of business trends to identify existing and emerging enterprise gaps or opportunities; develop strategies to address gaps and take advantage of opportunities.
3. Establish principles, rules, standards and best practices for enterprise technologies, injecting these in the established architecture and project review processes.
4. Support strategic business transformation initiatives (Core Banking transformation, Enterprise Digital Strategy).
5. Develop business cases that effectively represent the business opportunity and the investments (people, funding, time) required to achieve the enterprise value.
6. Effectively communicate technology and business enablement future-state recommendations to a variety of audiences (from Board level/Executive Management to technologists to end-users) such that it engenders buy-in and active support.
7. Establish framework for identifying broad architecture strategies, choices and standards.
8. Identify future Truist transformation needs.
9. Develop and leverage a network of external business partners, academics and technology thought leaders to ensure Truist positioned for the digital future.
10. Collaborate with the broader Truist architecture community and provide input into Information Technology (IT) strategies and Architecture standards.
11. Provide influential leadership that supports insightful decision-making, effectively aligns technology capabilities with business needs.
**QUALIFICATIONS**
**Required Qualifications:**
1. Bachelor's degree in Business, Management, or Management Information Systems-related field, or equivalent education and related training
2. Fifteen to twenty years of progressively responsible leadership experience in technology;
3. Fifteen to twenty years of experience in technology strategy and/or architectural domains
4. Comprehensive experience with various architectural domains such as application, data, infrastructure, security and integration
5. Broad understanding of technology, architectural and strategic-planning concepts
6. Ability to identify and translate enterprise-level needs into technology plans/business solutions
7. Ability to interact effectively with Executive Management
8. Strong interpersonal, collaboration and communication skills
9. Ability to think and act strategically
10. Substantial experience as a senior-level and effective negotiator (internal and external negotiations)
11. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
**Preferred Qualifications:**
1. Master's degree in Business or IT
2. Engage with application teams to assess current infrastructure state and determine best remediation approach
3. Monitor and drive activities for existing planned upgrades to ensure engineering and application teams are meeting deadlines
4. Ability to balance multiple priorities
5. Ability to solve problems by leveraging past experiences and knowledge through partnership with applications and operations
6. Demonstrated effective verbal and written communication skills for the purpose of providing and explaining project information and status to management, staff, and vendors
7. Share lessons learned and proposed improvements with leadership and peers to allow for continuous process improvements across team
8. Ability to keep calm under pressure and drive your teams during difficult situations
9. Ability to follow predefined processes and procedures, but ability to identify situations where the team needs to be adaptable to be successful
10. Experience managing (not doing) infrastructure installations, upgrades and decommissioning is a must
11. Must understand the domain and the work
12. Assume 8+ years' experience as Infrastructure PM
**OTHER JOB REQUIREMENTS / WORKING CONDITIONS**
**Sitting**
Frequently (25% - 50% of the time)
**Lifting**
Up to 25 lbs.
**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**
Up to 25%
**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)
Association Services Commercial Specialist II
Truist Financial Corporation job in Dallas, TX
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 the perfect client experience to external clients (e.g. management companies, associations and homeowners) and internal business units. Work as a Client Services team member to ensure service standards are met for the client in a non-facing environment. Assist with general banking inquiries, processing of financial service requests and provide client problem resolution while adhering to Bank policies and procedures. Handle incoming and outgoing telephone calls and emails in a professional and courteous manner.
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.
* Process a high volume of service requests according to ASD procedures and processes (Ex. Open and close accounts, account maintenance, issue official checks, wire transfers, statement and lockbox research).
* Provide support to the Association Services Relationship Sales Managers and management team.
* Handle a high volume of incoming and outgoing calls, e-mails and faxes. Assist in Switchboard when needed.
* Perform specialized operational functions (e.g. daily overdrafts, exception items, online banking, treasury management implementation, commercial analysis, foreign item processing, credit cards, inactivate letters, fraud, audit, Certificate of Deposit Account Registry Service (CDARs), Insured Cash Sweep (ICS) products, branch capture).
* Develop a high-level understanding of on-boarding new clients, Automated Clearing House (ACH), Coupon Services, Payment Remittance Processing, Web Vault and PLUS applications to assist with client inquires.
* Serve as a mentor to less experienced teammates.
* Professionally and independently address client complaints and offer solutions. Escalate to supervisor, when needed, while adhering to the Bank's complaint monitoring process.
* Ensure confidentiality of client information and minimize risk by following Bank's authentication process, Code of Ethics and other related policies. Maintain ethical behavior at all times.
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
* Three (3) years of client service and operational experience in financial industry
* Strong verbal and written communication skills
* Detailed-oriented with the ability to multi-task
* Effective listening and problem-solving skills
* Demonstrated proficiency in basic computer applications such as Microsoft Office, Word
* Proven interpersonal relationship characteristics
Preferred Qualifications:
* Associate's degree
* Bilingual
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.
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