Sheffield Dealer Discount Specialist II

Truist Bank•Winston-Salem, NC

2d•Onsite

About The Position

The position involves reviewing and processing new loan packages submitted by dealer clients for loan proceeds disbursement and new account boarding. The specialist will ensure all required paperwork is received and properly documented. This role also includes handling escalated calls and requests from dealer clients, providing problem resolution, and supporting department functions. A key aspect is ensuring a Perfect Client Experience (PCE) by adhering to Bank policies, procedures, and TRUIST values.

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.