Truist Financial - Orlando, FL
posted 3 months ago
The position is responsible for supporting the efforts of the CCB Portfolio Management organization at Truist Financial Corporation. This role encompasses a variety of responsibilities, including portfolio administration, ensuring system and data accuracy, reviewing clients' financial statement submissions, preparing and distributing reports, and providing project support. The individual in this role will work closely 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 include processing and reviewing clients' required reporting submissions, such as financial statements, borrowing base documentation, financial covenants, and backlog reports. The position also involves preparing credit summaries and interacting directly with clients regarding reporting submissions, addressing any questions or discrepancies that may arise. Administrative support is a critical aspect of this role, as it involves fulfilling client requests and managing offshoring of portfolio maintenance and servicing requests. Additionally, the position supports the CCB Portfolio Management organization in various projects, including those related to regulatory, risk, or compliance matters. Monitoring Salesforce and Qlikview reporting, as well as other relevant systems, is essential to anticipate and plan workflow effectively, ensuring prompt underwriting of new money, timely completion of reviews and renewals, and credit file certifications. The role also requires developing subject matter expertise and providing training to teammates as necessary.