Sheffield Dealer Discount Specialist II

Truist • Winston-Salem, NC

6d

About The Position

Review and process new loan packages submitted by the dealer clients for loan proceeds disbursement and new account boarding. Ensure that all required and requested paperwork for each loan funding package has been received and properly documented by the dealer client. Handle escalated calls and requests from dealer clients and provide problem resolution, as necessary. Provide support for all functions of the department, while being a key resource for co-workers. Ensure the Perfect Client Experience (PCE) is provided by telephone to current and prospective clients while adhering to Bank policies and procedures and supporting the TRUIST values model.

Requirements

• Associate's degree, or equivalent education and related training
• Five years of related experience
• Ability to work in an independent and team oriented environment
• Excellent attention to detail, with great accuracy
• Ability to perform in a fast paced, highly dynamic environment
• Demonstrated time management skills
• Resourcefulness to multitask in order to accomplish desired work output
• Working knowledge of the organization's systems and policies as they relate to job duties
• Aptitude to comprehend the dynamic of retail sales financing process cycle from application submission to account servicing
• Ability to work with minimal supervision
• Effective communication skills
• Demonstrated proficiency in basic computer applications, such as Microsoft Office software products

Responsibilities

• Deliver world standard client service leadership by answering telephone inquiries timely, accurately and professionally.
• System attachment of new loan packages and/or loan support documentation (sorting) to the appropriate application file.
• Review, verify, and board loan packages and loan package support documentation in accordance to the Loan Verification guidelines, including but not limited to:
• Loan request application;
• Completed signed loan documents;
• Proper documentation related to cosigners, guaranty agreements or chattel agreements;
• Properly document any additional products, such as gap insurance, extended warranties, tire and wheel or theft protection services;
• Dealer sales invoice;
• Collateral information recording;
• Customer identification.
• Provide key support, research and problem resolution to dealer clients.
• Deliver and provide training, coaching and mentoring for those in Sheffield Dealer Discount I position and assist with the most complex work.
• Perform supplemental department business processes and reporting as delegated by team leader or manager.
• Track, manage and cure loan packages identified as incomplete or reflect evidence of discrepancies.
• Execute commodity checks via telephone communication to new customers.
• Assist in attaching dealer loan proceeds confirmations to loan application files.

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: Mid Level
• Education Level: Associate degree
• Number of Employees: 5,001-10,000 employees