Bankruptcy Production Specialist II

Truist Bank•Wilson, NC

3d•Onsite

About The Position

Responsible for processing bankruptcy information from the U.S. Bankruptcy Courts, Clients, Attorneys, and/or Trustees. Review and process accounts/cases through reports or queues in Workflow systems. Conduct research when needed or upon the direction of Management and/or Bankruptcy Officers. Thoroughly notate case and account statuses systematically to ensure all internal parties understand case dispositions. Understand the importance of risk mitigation practices and follow all internal guidelines to ensure the bankruptcy laws are adhered to. Assist in the management of bankruptcy cases by: • Ensure Proofs of Claim are filed accurately and timely. • Prepare reaffirmation agreements as appropriate. • Process daily mail and work critical event reports that are applicable to Truist accounts. • Research loan documentation issues, loan balances, payments, charges and customer liability on all loan systems. • Bankruptcy Phone Team Specialists with no prior bankruptcy and/and/or call center training. Take inbound calls from clients, attorneys, trustees, and other internal departments. Appropriately and accurately take calls and interpret client/third party needs. Complete tasks adhering to internal and bankruptcy guidelines. Communicate clearly and thoroughly with all parties. • Bankruptcy Operations Team members exhibit mastery of Bankruptcy Production Specialist I roll. 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. 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. Research bankruptcy case information utilizing U.S. Bankruptcy Court web sites and other third party resources. 2. Knowledge of federal bankruptcy forms and how to complete them accurately by pulling needed information for loan systems and/or account documentation. 3. Communicate in verbal or written communication with attorneys and Bankruptcy Trustees as directed. 4. Bankruptcy Phone Team teammates require exceptional communication skills and the ability to show empathy in difficult situations. 5. Collect and compile information, data, and forms for management of bankrupt accounts. 6. Accurately update applicable loan systems with correct bankruptcy coding to ensure all bankruptcy legislation is adhered to. 7. Maintain a working knowledge of bankruptcy law and codes. 8. Maintain positive working relationships between peers and managers as well as clients, court personnel, attorneys, trustees, and other internal partners. 9. Train other Bankruptcy Production Specialists on current best practices. Includes training of new teammates into Bankruptcy Management. 10. Meet/exceed all performance metrics established by Bankruptcy and Default Management.

Requirements

High School diploma or equivalent
12 months of bankruptcy or financial experience
Mastery of all skills expected at the Bankruptcy Production Specialist I role
Strong communications and analytical skills
Ability to learn and understanding bankruptcy procedures
Exceptional when participating in a team environment
Good verbal and written communication skills
English (Required)

Nice To Haves

Associate’s paralegal degree or two years of legal secretarial or bankruptcy paralegal training
Prior experience working in a banking or corporate office environment

Responsibilities

Process bankruptcy information from the U.S. Bankruptcy Courts, Clients, Attorneys, and/or Trustees.
Review and process accounts/cases through reports or queues in Workflow systems.
Conduct research when needed or upon the direction of Management and/or Bankruptcy Officers.
Notate case and account statuses systematically.
Ensure Proofs of Claim are filed accurately and timely.
Prepare reaffirmation agreements as appropriate.
Process daily mail and work critical event reports that are applicable to Truist accounts.
Research loan documentation issues, loan balances, payments, charges and customer liability on all loan systems.
Take inbound calls from clients, attorneys, trustees, and other internal departments.
Interpret client/third party needs.
Complete tasks adhering to internal and bankruptcy guidelines.
Communicate clearly and thoroughly with all parties.
Research bankruptcy case information utilizing U.S. Bankruptcy Court web sites and other third party resources.
Complete federal bankruptcy forms accurately by pulling needed information for loan systems and/or account documentation.
Communicate in verbal or written communication with attorneys and Bankruptcy Trustees as directed.
Collect and compile information, data, and forms for management of bankrupt accounts.
Update applicable loan systems with correct bankruptcy coding.
Maintain a working knowledge of bankruptcy law and codes.
Maintain positive working relationships between peers and managers as well as clients, court personnel, attorneys, trustees, and other internal partners.
Train other Bankruptcy Production Specialists on current best practices.
Meet/exceed all performance metrics established by Bankruptcy and Default Management.