Collateral Monitoring, Documentation Review, and Insurance Leader

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 risk manager for wholesale lending and specialty lines, promoting consistency in credit culture and advancing the organization’s risk framework and appetite – insurance risk identification and timely issues management.

2. Evaluate procedures to identify opportunities for efficiency gains and capacity creation, particularly within collateral support functions.

3. Develop and meet critical operational reporting, process and risk indicators to evaluate the health of the documentation and collateral monitoring portfolio to share with senior leaders.

4. Critically evaluate current procedures for opportunities to improve efficiency and effectiveness, particularly seeking ways to create capacity within the collateral, insurance and documentation exceptions team.

5. Contribute to, manage, and / or lead special projects as needed including but not limited to process / system enhancements workstreams, audit remediations, issues management and larger scale documentation / data requests.

6. Foster a culture of trust, accountability, and growth, promoting professional fulfillment through purpose-driven work and high-performance expectations.

7. Ensure compliance and risk mitigation through review, revision and application of policies, procedures and controls meeting regulatory, legal and audit requirements.

8. Serves as liaison with insurance and collateral monitoring vendors on behalf of Truist.

9. Establish and maintain a team culture of trust through accountability, setting high expectations and fostering teammates growth in a supportive, one-team environment. Promoting professional fulfillment and happiness through purpose-driven work.

QUALIFICATIONS

Required Qualifications :

The requirements listed below are representative of the knowledge, skill and / or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

1. Bachelor’s Degree or an equivalent combination of education and experience.

2. 8 years of management experience in a banking operations environment with specific experience in operational banking processing, control, audit, regulation and compliance.

3. Strong analytical and organizational skills

4. Proficiency with Truist bank operating system inclusive of AFS Vision and other Wholesale applications (i.e. Salesforce, nCino, PPM)

5. Vendor management experience

Preferred Qualifications :

6. Master's degree in business administration, finance, or accounting or appropriate industry certification relevant to insurance or collateral monitoring

7. Graduate of Truist Leadership Development Program or Industry Banking School

8. Experience directly working and managing onshore / offshore partners

Position can also be located in Orlando, Fla, Charlotte, NC or Wilson, NC

This will be in office 5 days a week

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.