Bankruptcy Production Specialist II

Truist•Wilson, NC

About The Position

Responsible for processing bankruptcy information received from U.S. Bankruptcy Courts, clients, attorneys, and trustees. The specialist reviews and processes accounts and cases through reports or workflow queues, conducts research as needed or directed by management or Bankruptcy Officers, and systematically documents case and account statuses so internal parties understand case dispositions. The role requires following risk-mitigation practices, internal guidelines, and applicable bankruptcy laws. The specialist helps manage bankruptcy cases by accurately and promptly filing Proofs of Claim, preparing reaffirmation agreements when appropriate, processing daily mail, and working applicable critical event reports. The role also involves researching loan documentation issues, balances, payments, charges, and customer liability across loan systems. Bankruptcy Phone Team specialists without prior bankruptcy or call-center training take inbound calls from clients, attorneys, trustees, and internal departments, identify and address callers’ needs, complete tasks according to internal and bankruptcy guidelines, and communicate clearly and thoroughly. The position includes researching case information through U.S. Bankruptcy Court websites and other third-party resources; gathering information, data, and forms for bankrupt-account management; updating loan systems with accurate bankruptcy coding; maintaining knowledge of bankruptcy law and codes; communicating with attorneys and trustees as directed; maintaining effective working relationships; training other specialists, including new teammates; and meeting or exceeding 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 role.
Strong communication and analytical skills.
Ability to learn and understand bankruptcy procedures.
Ability to participate exceptionally in a team environment.
Good verbal and written communication skills.
Maintain a working knowledge of bankruptcy law and codes.
Bankruptcy Phone Team specialists require 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 working 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-system queues.
Conduct bankruptcy research as needed or as directed by management or Bankruptcy Officers.
Document case and account statuses systematically so internal parties understand case dispositions.
Follow risk-mitigation practices, internal guidelines, and applicable bankruptcy laws.
File Proofs of Claim accurately and on time.
Prepare reaffirmation agreements when appropriate.
Process daily mail and work applicable critical event reports for Truist accounts.
Research loan documentation issues, loan balances, payments, charges, and customer liability across loan systems.
For applicable Bankruptcy Phone Team work, take inbound calls, interpret client and third-party needs, complete tasks under internal and bankruptcy guidelines, and communicate clearly with callers.
Research bankruptcy case information using U.S. Bankruptcy Court websites and other third-party resources.
Collect and compile information, data, and forms for the management of bankrupt accounts.
Update applicable loan systems with accurate 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 entering Bankruptcy Management.
Meet or exceed performance metrics established by Bankruptcy and Default Management.
Demonstrate mastery of the Bankruptcy Production Specialist I role.

Benefits

Medical insurance
Dental insurance
Vision insurance
Life insurance
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 may include a defined benefit pension plan, restricted stock units, and/or deferred compensation plan