Loan Operations Support Analyst II

Truist Financial - Greenville, NC

Part-time,Full-time - Mid Level

Greenville, NC

Credit Intermediation and Related Activities

About the position

The Loan Operations Support Analyst II will play a crucial role in supporting the CILO (Consumer and Institutional Loan Operations) business processes management. This position involves analyzing various business issues and implementing changes aimed at maximizing operational efficiency, quality, and compliance. The analyst will be responsible for developing and maintaining policies, procedures, and desktop guides tailored for each business unit. Additionally, the role includes analyzing data and maintaining or creating productivity reports, as well as managing complaints and vendor relationships. The analyst may also lead or participate in small-scale projects to support various CILO teams. In this role, the analyst will analyze complex business issues and provide recommendations to enhance operational efficiency, quality, and compliance. They will be tasked with solving intricate system-related operational and customer issues, including those related to fraudulent loans and client complaints. The analyst will create and maintain databases and management reports, interpreting data to identify trends for management review. Daily operational data related to specialized transactions, functions, work volume, productivity, fraud, client complaints, and quality issues will be monitored and reported. The analyst will also identify, develop, and implement policies, procedures, and training materials to ensure compliance with government regulations while maximizing efficiency and customer service. As a subject matter expert, the analyst will provide training to others in the department and will be expected to make independent decisions across various operations functions. The position requires flexibility in prioritizing daily workflows, with an emphasis on multitasking. Participation in project work, including system testing, and direct interaction with internal and external customers via telephone and written communication are also essential components of this role.

Responsibilities

• Analyze business issues and make recommendations to maximize operational efficiency, quality and compliance.
• Analyze and solve complex system related operational and client issues including fraudulent loans and client complaints.
• Identify, develop, and implement policies, procedures, and training materials to assure compliance with government regulations and to maximize efficiency and customer service.
• Provide training to others in the department/function as a highly skilled subject matter expert who can be successfully assigned to any operations function with the ability of independent decision-making.
• Participate in project work including system testing.
• Interact directly with internal and external customers by telephone and/or in writing.

Requirements

• High School degree, or equivalent education and related training or experience 5 years of relevant work experience
• Strong communication and interpersonal skills
• Solid understanding of accounting, reconcilement and balancing process
• Experience conducting other investigative research work in order to mitigate fraud and other risk to the bank
• Critical thinking and problem solving skills
• Demonstrated proficiency in basic computer applications, such as Microsoft Office software products

Nice-to-haves

• Bachelor's degree with an emphasis in accounting/finance or 7 years of relevant work experience
• Strong critical thinking and problem solving skills
• Strong proficiency with Microsoft office

Benefits

• Medical insurance
• Dental insurance
• Vision insurance
• Life insurance
• Disability insurance
• Accidental death and dismemberment insurance
• Tax-preferred savings accounts
• 401k plan
• Vacation days (minimum of 10 days)
• Sick days (minimum of 10 days)
• Paid holidays
• Defined benefit pension plan (depending on position)
• Restricted stock units (depending on position)
• Deferred compensation plan (depending on position)