Collateral Monitoring, Documentation Review, and Insurance Leader

Truist Bank • Atlanta, GA

11d • Onsite

About The Position

Responsible for leading multiple specialized servicing teams—including Wholesale Documentation Review and Exception Clearing, UCC Monitoring, Life of Loan Flood Servicing, and Hazard Insurance—that support small business, core and complex wholesale loan portfolios. This role ensures high-quality service delivery across internal and external stakeholders by managing operational frameworks, legal documentation, and risk controls within a large, complex banking organization. Must be able to partner with strategic partners and specifically with Risk and Legal Groups. Partners with Line of Business (LOB) segment leadership to optimize portfolio profitability by maintaining a strategic balance between service quality, compliance, and Truist’s stated risk tolerance. Leads a team of complex operations process leaders, fostering a culture of operational excellence through communication, guidance, and continuous development. Demonstrates leadership through sound judgment, deep operational expertise, and the ability to navigate challenges that impact service delivery, threats to wholesale collateral and Truist’s overall profitability.

Requirements

• Bachelor’s Degree or an equivalent combination of education and experience.
• 8 years of management experience in a banking operations environment with specific experience in operational banking processing, control, audit, regulation and compliance.
• Strong analytical and organizational skills
• Proficiency with Truist bank operating system inclusive of AFS Vision and other Wholesale applications (i.e. Salesforce, nCino, PPM)
• Vendor management experience

Nice To Haves

• Master's degree in business administration, finance, or accounting or appropriate industry certification relevant to insurance or collateral monitoring
• Graduate of Truist Leadership Development Program or Industry Banking School
• Experience directly working and managing onshore/offshore partners

Responsibilities

• Serve as a risk manager for wholesale lending and specialty lines, promoting consistency in credit culture and advancing the organization’s risk framework and appetite – insurance risk identification and timely issues management.
• Evaluate procedures to identify opportunities for efficiency gains and capacity creation, particularly within collateral support functions.
• Develop and meet critical operational reporting, process and risk indicators to evaluate the health of the documentation and collateral monitoring portfolio to share with senior leaders.
• Critically evaluate current procedures for opportunities to improve efficiency and effectiveness, particularly seeking ways to create capacity within the collateral, insurance and documentation exceptions team.
• Contribute to, manage, and/or lead special projects as needed including but not limited to process/system enhancements workstreams, audit remediations, issues management and larger scale documentation/data requests.
• Foster a culture of trust, accountability, and growth, promoting professional fulfillment through purpose-driven work and high-performance expectations.
• Ensure compliance and risk mitigation through review, revision and application of policies, procedures and controls meeting regulatory, legal and audit requirements.
• Serves as liaison with insurance and collateral monitoring vendors on behalf of Truist.
• Establish and maintain a team culture of trust through accountability, setting high expectations and fostering teammates growth in a supportive, one-team environment. Promoting professional fulfillment and happiness through purpose-driven work.

Benefits

• All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position.
• Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates.
• Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays.
• Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager
• Number of Employees: 5,001-10,000 employees