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. Process transactions as specifically required by job function and work independently to complete daily tasks within specified time parameters.
2. Interact with clients, teammates from the LOB and other support teammates to process requests and resolve issues
3. Ensure functional procedures and controls are being followed and maintained
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. BS / BA Degree, or equivalent education and related training or 2-3 years related experience
2. Understanding of Microsoft Office software, especially Excel. May be required to demonstrate proficiency
3. Strong interpersonal, time management and problem solving skills
Preferred Qualifications :
1. Prior experience in bank or brokerage operations
2. Some knowledge of brokerage systems or operations
3. FINRA Series 99 or 7
4. Syndicated Loan Cloasing experience
5. Experience ClearPar and LoanIQ
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.
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