About The Position

This role plays a key role in supporting the oversight, performance monitoring, and relationship management of loans serviced by third party servicers. This role is perfect for someone who enjoys working with data, solving problems, and partnering with both internal teams and external servicing partners. In addition to owning core SBO responsibilities, you'll also have involvement in the consumer loans reporting space—helping bridge operational knowledge, assist with data validation, and support reporting needs as they evolve.

Requirements

  • Bachelor’s degree in Accounting, Finance, Mathematics, or Economics, or equivalent education and related training or experience.
  • Minimum of four or more years of experience in a related field.
  • Advanced reporting and analytical skills.
  • Perform work autonomy, independent of day-to-day management.
  • Mature written and verbal communication.
  • Key Software proficiency (e.g. MS Office, Database, Imaging Systems).
  • Conceptual ability to analyze problems and devise solutions.
  • Ability and willingness to learn and adapt as the needs of the job change.
  • Ability to present to management as needed.

Nice To Haves

  • Comfort working with large datasets.
  • Solid Excel skills; experience with Power BI, or reporting tools is a plus.
  • Ability to work with both internal teams and external servicers.
  • Comfortable managing multiple tasks and following through to completion.
  • Curious, detail‑oriented, and proactive about digging into issues.

Responsibilities

  • Support the day-to-day needs of Mortgage Lending by providing data analysis, project deliverables, risk management and operational needs to achieve strategic objectives with intermittent supervision.
  • Perform analysis of findings and trends using statistics, modeling, process documentation and profitability analysis.
  • Determine and recommend the most appropriate response to identified complex problems, issues and/or defects by assessing impact and prioritization.
  • Collaborate with stakeholders, including but not limited to, Origination, Servicing, Secondary Marketing, Mortgage Lending, to build consensus, prioritize request, and resolve issues.
  • Coordinate with various business and technology units to define business requirements and determine specifications.
  • Organize testing and implementation activities.
  • Develop, execute and effectively summarize reporting deliverables to internal/external partners
  • Review processes to identify potential areas of improvement.
  • Keep abreast of changing regulatory rules, procedures, and industry trends.
  • Be able to understand and communicate impacts.
  • Performs work independently and completes other duties as assigned while demonstrating Truist values.

Benefits

  • medical
  • dental
  • vision
  • life insurance
  • disability
  • accidental death and dismemberment
  • tax-preferred savings accounts
  • 401k plan
  • vacation
  • sick days
  • paid holidays
  • defined benefit pension plan
  • restricted stock units
  • deferred compensation plan
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