Head of Wholesale Lending and Sales Enablement Service Delivery

Truist Financial
Charlotte, Atlanta
Workplace: OnsiteFull timeFunction: Transportation & Fleet OperationsExperience: 15+ yearsEducation: bachelorsSkills: ["Leadership","Strategic planning","Stakeholder management","Influencing","Analytical problem-solving"]

Lead end-to-end operational delivery for Wholesale and Small Business Lending, covering origination support through life-of-loan servicing, including documentation, funding, booking, administration, and Wholesale Document Custody Vault support. Set strategic direction, modernize and automate the delivery value stream with AI-driven solutions, and maintain risk governance for audit and regulatory readiness. Partner across Wholesale, Technology, Data, and Operations to improve client experience, operational efficiency, and manage a high-performing, onshore/offshore team.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
Truist Financial
Truist Financial
1 day ago

Head of Wholesale Lending and Sales Enablement Service Delivery

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 10 hours agoStatus: Live

Job Summary

Lead end-to-end operational delivery for Wholesale and Small Business Lending, covering origination support through life-of-loan servicing, including documentation, funding, booking, administration, and Wholesale Document Custody Vault support. Set strategic direction, modernize and automate the delivery value stream with AI-driven solutions, and maintain risk governance for audit and regulatory readiness. Partner across Wholesale, Technology, Data, and Operations to improve client experience, operational efficiency, and manage a high-performing, onshore/offshore team.
Location: Charlotte, Atlanta
Workplace: Onsite
Employment Type: Full time
Job Function: Transportation & Fleet Operations
Seniority: Sr. Director level

Key Responsibilities

  • •Define and drive the strategic direction and governance for Wholesale Lending and Sales Enablement Service Delivery across origination, documentation, funding, booking, administration, and servicing, including Wholesale Document Custody Vault support.
  • •Oversee strategic planning and enhancement of processes, systems, and technology solutions to improve client satisfaction, operational efficiency, and risk mitigation.
  • •Identify, pilot, and scale AI-driven solutions and automation initiatives that improve workflow efficiency, reduce risk, and enhance client experience.
  • •Partner with senior leaders across Wholesale, Technology, Data, and Operations to modernize operations and drive continuous improvement.
  • •Develop and maintain risk governance and operational risk management systems and processes; communicate vision and lead teammate development and performance management.

Pay and Benefits

Equity and Bonus:Equity
Perks:Health InsuranceDentalVision401kLife InsuranceDisabilityPaid LeaveSick DaysPaid HolidaysPensionRsus

Key Requirements

  • •15+ years of large-scale management experience in operations related to wholesale/small business lending functions.
  • •Bachelor’s degree in business, accounting, or related field (or equivalent education/training).
  • •Proven leadership, innovation, and strategic planning skills across a broad operational scope with strong process management.
  • •Strong stakeholder management and influencing skills across senior partners.
  • •Exceptional analytical and problem-solving abilities, including driving adoption of tools/digital capabilities and leading talent management.
Experience:15+ yearsBanking operationsLending servicingOperations managementRisk managementAutomationAnalyticsOffshore operations
Education:Bachelor's in business, Accounting, or related field
Skills:LeadershipStrategic planningStakeholder managementInfluencingAnalytical problem-solving
Languages:English

Company Brief

Truist Financial
Provides consumer and commercial banking, wealth management, insurance, lending, and payments services through a large U.S. financial services platform formed by the merger of BB&T and SunTrust.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Charlotte, United States
Founded: 2019
WebsiteLinkedIn