Truist Financial

6 days ago

LifeDirect - Client Engagement Specialist

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 18 hours agoStatus: Live

Job Summary

Build and develop long-lasting client relationships by driving consistent loan product delivery, follow-ups on pending cases and renewals, and client-facing support. Evaluate loan opportunities, interpret financials, assess credit risk, and help deliver executable loan commitments with competitive rates. Prepare and submit funding packets, review executed documents for compliance, and manage a portfolio subset including collateral monitoring and territory status calls.

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Customer Success & Account Management

Key Responsibilities

•Oversee quoting, underwriting, and pricing to ensure complete underwriting files and adherence to pricing grids, credit, and profitability standards.
•Deliver timely client service by preparing term sheets, transaction documents, collateral calculations, and requested information.
•Evaluate loan opportunities by interpreting borrower financial statements, reviewing policy illustrations and attributes, and underwriting credit risk.
•Review executed loan document packages for compliance with approvals and prepare and submit funding packets for loan activation and funding.
•Manage a portfolio subset by monitoring collateral, calculating crossover dates, generating notices, surrendering policies, and liquidating collateral while co-leading territory status calls.

Travel: Low travel

Pay and Benefits

Salary: USD 56,570 - 80,000 annually

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid Leave

Key Requirements

•Associate’s degree or equivalent education and related training.
•Demonstrated proficiency in basic computer applications, such as Microsoft Office.
•Excellent written and verbal communication skills.
•Strong math aptitude and excellent organizational skills.
•Ability to travel occasionally overnight.

Education:Associate's

Skills:CommunicationOrganizational skillsMath aptitudeRisk managementRelationship building

Languages:English

Tech Stack:Microsoft Office

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

Website LinkedIn

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Truist Financial

6 days ago

LifeDirect - Client Engagement Specialist

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 18 hours agoStatus: Live

Job Summary

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Customer Success & Account Management

Key Responsibilities

•Oversee quoting, underwriting, and pricing to ensure complete underwriting files and adherence to pricing grids, credit, and profitability standards.
•Deliver timely client service by preparing term sheets, transaction documents, collateral calculations, and requested information.
•Evaluate loan opportunities by interpreting borrower financial statements, reviewing policy illustrations and attributes, and underwriting credit risk.
•Review executed loan document packages for compliance with approvals and prepare and submit funding packets for loan activation and funding.
•Manage a portfolio subset by monitoring collateral, calculating crossover dates, generating notices, surrendering policies, and liquidating collateral while co-leading territory status calls.

Travel: Low travel

Pay and Benefits

Salary: USD 56,570 - 80,000 annually

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid Leave

Key Requirements

•Associate’s degree or equivalent education and related training.
•Demonstrated proficiency in basic computer applications, such as Microsoft Office.
•Excellent written and verbal communication skills.
•Strong math aptitude and excellent organizational skills.
•Ability to travel occasionally overnight.

Education:Associate's

Skills:CommunicationOrganizational skillsMath aptitudeRisk managementRelationship building

Languages:English

Tech Stack:Microsoft Office

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

Website LinkedIn