CRE Pre-Closing Specialist III

Job Position

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Regular or Temporary : Regular

Language Fluency : English (Required)

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

Job Description

Work Style : Office-centric (in office) 4 days / week. Responsible for fulfillment of commercial loans, reviewing files and collecting information for adherence to regulatory, compliance, policies and procedures for all due diligence, legal documentation, funding, booking and lien perfection items. Act as a liaison between front line, credit approvers, attorneys, title agents, third party vendors and other internal departments to ensure an accurate and timely closing while maintaining the bank's risk and controls.

Essential Duties and Responsibilities

• Lead communication with key members of the commercial front line as well as credit partners and other internal partners to ensure consistent application of the Bank's procedures and processes.
• Responsible for efficient delivery of services to internal and external clients for all related activities including, but not limited to, due diligence processing, documentation processing, closing, funding and post-closing functions.
• Support the commercial lending process by producing legal and supporting documentation required for closing various types of commercial transactions through timely and accurate input to internal systems. Manage documentation risk by ensuring documentation is in compliance with credit approval, secure a valid lien, and confirm that all pre-closing requirements are satisfied.
• Manage documentation quality to ensure it meets or exceeds Bank's exception rate goal by identifying required loan documentation for various loan types and pledged collateral, consistently monitor exception activity and provide timely follow-up and clearing of exceptions.
• Provide clear verbal and written communication to third parties, (e.g. internal clients, attorneys, insurance agents), as needed.
• Facilitate complex and / or specialized external loan closings (e.g. attorney closings, tax exempt, government bonds, SBA), process executed loan documentation for booking, accurately disburse loan proceeds, secure lien positions and submit completed loan packages to Loan Services in a timely manner.
• Provide superior service to internal clients by taking ownership of client needs and requests and following through to ensure timely and accurate resolution.
• Keep up to date on Truist's regulatory and compliance policies and procedures as well as footprint states legal requirements.

Qualifications

Required Qualifications :

Preferred Qualifications :

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.