MWL FUNDS MGMT SPECIALIST at Truist

| Orlando, FL
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Job Description :

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Regular or Temporary:
Regular

Language Fluency: English (Required)

Work Shift:
1st shift (United States of America)

Please review the following job description:

Service Mortgage Warehouse Lending (MWL) clients' deposit accounts by performing essential activities including account opening, client maintenance, and various administrative tasks. Initiate, review and verify incoming and outgoing wire transfers in accordance with bank regulations and established operating procedures.

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.

Deliver exceptional client service by answering telephone and electronic inquiries timely, accurately, professionally, and courteously. Maintain required performance standards in quality, promptness, and identification of client needs. Maintain and update internal procedures and guidelines for job functions. Open new accounts related to credit facilities per the client's request and maintain existing account relationships according to Client Due Diligence - Beneficial Ownership (CDD-BO) verification processes and MWL guidelines. Respond to client and non-client Demand Deposit Account (DDA) service inquiries. Research and resolve client service issues on a daily basis and respond professionally and courteously to internal and external client emails and inquiries promptly, taking ownership and ensuring satisfactory resolution or escalation to a manager. Establish and maintain account analysis groups for commercial lending facility accounts. Review analysis statements for accuracy; research and resolve any discrepancies. Implement relationship pricing and exceptions as determined by facility agreement. Monitor MWL deposit portfolio. Research Return Items and overdraft activity and obtain approvals as needed in accordance with policy and procedure. Execute and verify high value domestic payments for MWL clients within critical time constraints. Monitor status of outgoing wires for fundings on commercial lending facility for proper completion and obtain additional information to clear exceptions. Create and maintain accurate repeat wire templates for syndicated wires and others needed for commercial clients. Assist with client onboarding as it pertains to MWL Funds Management and provide backup as needed. Progressive responsibilities may include, but are not limited to: operational procedure review, participating in quality control testing of new data system applications and/or upgrades and changes, provide backup as needed for MWL Billing, Treasury Services support and assisting with various projects.

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.

2+ years of banking experience and/or experience heavy in client service Effective interpersonal written and verbal communication skills, including the ability to communicate in a clear and concise manner with all levels of management, associates and clients and to rotate from one function to another under various levels of supervision Experience with corporate formation documents Ability to perform work in accordance with specific procedures, sometimes under pressure Ability to work effectively in both a team environment and individually Strong problem solving skills and ability to make independent decisions Excellent time management, organizational and multi-tasking skills Must be designated as "mission critical" employee on a rotating schedule within the department in the event of inclement weather or natural disaster Demonstrated proficiency in basic computer applications, such as Microsoft Office software products

Preferred Qualifications:

Other Job Requirements / Working Conditions

Sitting/Standing/Walking/Bending/Lifting

þ Sitting (if checked, indicate frequency)

Constantly (More than 50% of the time)

þ Standing (if checked, indicate frequency)

Occasionally (Less than 25% of the time)

þ Walking (if checked, indicate frequency)

Occasionally (Less than 25% of the time)
þ Bending (if checked, indicate frequency)

Occasionally (Less than 25% of the time)
þ Lifting (if checked, indicate pounds)

Up to 25 lbs.

þVisual / Audio / Speaking

Able to access and interpret client information received from the computer and able to hear and speak with individuals in person and on the phone.

þ Manual Dexterity / Keyboarding

Able to work standard office equipment, including PC keyboard and mouse, copy/fax machines, and printers.

þ Availability

Able to work all hours scheduled, including overtime as directed by manager/supervisor and required by business need .

þ Travel (Must select one)

Minimal and up to 10%

Truist supports a diverse workforce and is an Equal Opportunity Employer who does not discriminate against individuals on the basis of race, gender, color, religion, national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. Drug Free Workplace.

Thank you for your interest in Truist! BB&T and SunTrust have come together in a transformational merger of equals to create Truist, the premier financial organization in the country. You may notice references to our legacy company names, BB&T and SunTrust, in places throughout this site. All such references should be understood to refer to Truist moving forward while we continue to transition to the Truist name.

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More Information on Truist
Truist operates in the Fintech industry. The company is located in Charlotte, NC. Truist was founded in 2019. It has 12339 total employees. It offers perks and benefits such as Flexible Spending Account (FSA), Disability Insurance, Dental Benefits, Vision Benefits, Health Insurance Benefits and Life Insurance. To see all 429 open jobs at Truist, click here.
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