Bankruptcy Production Specialist II

Truist Bank • Forest Hills, NC

8d

About The Position

Responsible for processing bankruptcy information received from U.S. Bankruptcy Courts, clients, attorneys, and trustees. The role reviews and processes accounts and cases through reports or workflow queues, conducts research as needed or as directed by management or Bankruptcy Officers, and systematically records case and account statuses so internal parties understand case dispositions. The specialist follows risk-mitigation practices and internal guidelines to support compliance with bankruptcy laws.

The position supports bankruptcy case management by accurately and promptly filing Proofs of Claim, preparing reaffirmation agreements when appropriate, processing daily mail, working applicable critical-event reports, and researching loan documentation, balances, payments, charges, and customer liability across loan systems. Phone Team specialists without prior bankruptcy or call-center training take inbound calls from clients, attorneys, trustees, and internal departments, identify callers’ needs, complete tasks according to internal and bankruptcy guidelines, and communicate clearly and thoroughly.

The specialist researches bankruptcy case information, works with federal bankruptcy forms, updates loan systems with correct bankruptcy coding, maintains knowledge of bankruptcy law and codes, and communicates with attorneys and trustees as directed. The role also includes training other Bankruptcy Production Specialists, including new teammates, maintaining positive working relationships, and meeting or exceeding established performance metrics. Bankruptcy Operations Team members are expected to demonstrate mastery of the Bankruptcy Production Specialist I role.

Requirements

• High school diploma or equivalent.
• 12 months of bankruptcy or financial experience, and/or mastery of all skills expected at the Bankruptcy Production Specialist I level.
• Strong communication and analytical skills.
• Ability to learn and understand bankruptcy procedures.
• Ability to contribute effectively in a team environment.
• Good verbal and written communication skills.
• Working knowledge of federal bankruptcy forms and how to complete them accurately using loan-system and account-documentation information.
• Ability to maintain working knowledge of bankruptcy law and codes.
• For Bankruptcy Phone Team work, exceptional communication skills and the ability to show empathy in difficult situations.

Nice To Haves

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

Responsibilities

• Process bankruptcy information from U.S. Bankruptcy Courts, clients, attorneys, and trustees.
• Review and process accounts and cases through reports or workflow queues.
• Research case information using U.S. Bankruptcy Court websites and other third-party resources.
• Conduct additional research as needed or as directed by management or Bankruptcy Officers.
• Record case and account statuses systematically so internal parties understand case dispositions.
• Follow risk-mitigation practices and internal guidelines to support adherence to bankruptcy laws.
• Ensure Proofs of Claim are filed accurately and timely.
• Prepare reaffirmation agreements when appropriate.
• Process daily mail and work applicable critical-event reports.
• Research loan documentation issues, balances, payments, charges, and customer liability across loan systems.
• Take inbound calls from clients, attorneys, trustees, and internal departments when assigned to the Bankruptcy Phone Team.
• Interpret client and third-party needs, complete tasks in accordance with internal and bankruptcy guidelines, and communicate clearly.
• Collect and compile information, data, and forms for management of bankrupt accounts.
• Update applicable loan systems with correct bankruptcy coding.
• Communicate verbally or in writing with attorneys and Bankruptcy Trustees as directed.
• Maintain positive working relationships with peers, managers, clients, court personnel, attorneys, trustees, and internal partners.
• Train other Bankruptcy Production Specialists on current best practices, including new teammates.
• Meet or exceed performance metrics established by Bankruptcy and Default Management.

Benefits

• Medical, dental, and vision insurance.
• Life insurance and disability insurance.
• Accidental death and dismemberment coverage.
• Tax-preferred savings accounts.
• 401(k) plan.
• At least 10 days of vacation during the first year, prorated based on hire date and full-time or part-time status.
• 10 sick days, prorated.
• Paid holidays.
• Depending on position and division, eligibility for a defined benefit pension plan, restricted stock units, and/or deferred compensation plan.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED