Truist Financial - Atlanta, GA
posted 3 months ago
The position is responsible for supporting the efforts of the CCB Portfolio Management organization at Truist Financial Corporation. This includes a variety of tasks such as portfolio administration, ensuring system and data accuracy, reviewing clients' financial statement submissions, preparing and distributing reports, and providing project support. The role requires close collaboration with assigned Portfolio Managers, Associates, and Analysts to maintain accurate portfolio data within Truist systems, which include AFS Vision, Salesforce, nCino, Qlikview, MRA, and TOE. Key responsibilities involve processing and reviewing clients' required reporting submissions, which include financial statements, borrowing base documentation, financial covenants, and backlog reports. The position also entails preparing credit summaries and interacting directly with clients regarding their reporting submissions, addressing any questions or discrepancies that may arise. Additionally, the role provides administrative support in fulfilling client requests and managing offshoring of portfolio maintenance and servicing requests. The individual will support the CCB Portfolio Management organization in various aspects and projects, including regulatory, risk, or compliance-related initiatives. Monitoring Salesforce and Qlikview reporting, as well as other relevant systems, is essential to anticipate and plan workflow with a 90-day forward-looking view. This is crucial for prompt underwriting of new money, timely completion of reviews and renewals, and credit file certifications. The position also involves developing subject matter expertise and providing training to teammates as necessary.