Collateral Analyst II

Job Title

Responsible for all aspects of operational and collateral compliance for Working Capital Operations such as onboarding of new clients, collateral analysis, and direct client contact.

Essential Duties and Responsibilities :

• Responsible for review of client borrowing base collateral and related backup, and identifying customer balancing issues to ensure compliance and conformity within the portfolio.
• Ensure proper and consistent collateral reporting is provided across assigned portfolio.
• Onboards and provides continuous support to clients.
• Coordinate / communicate with Structuring, Asset Management and Client Experience Teams to ensure an efficient and smooth closing process for both new loans and existing portfolio accounts.
• Collaborate with clients and Account Officers to address collateral related inquiries, provide guidance on reporting procedures, and ensure timely submission of required information.
• Serve as a single point of contact for Account Officers and other stakeholders for communication of operations and administrative issues.
• Prepare detailed collateral review reports, including trend analysis and insights into the borrower's financial status.
• Supports moderate complexity borrowing base setups across the Working Capital portfolio.
• Review loan documentation and perform audit after loan closing.

Qualifications :

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.