Default Operations Analyst II

Truist Financial
United States
Workplace: OnsiteFull timeFunction: Business OperationsExperience: 2-3 yearsEducation: high_schoolSkills: ["Communication","Critical thinking","Interpersonal skills","Teamwork","Problem-solving"]

Analyze and evaluate internal systems, procedures, and processes to support business decision-making. Handle client hardship requests by assessing eligibility and driving resolution pathways such as loan/line term modifications, insurance payment and complaint resolution. Provide customer service through inbound/outbound communication, maintain accurate documentation and workflow updates across required systems, and ensure compliance with regulations and unit procedures.

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Truist Financial
Truist Financial
1 week ago

Default Operations Analyst II

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Source: Company careers pageValidated by: Fursa AI
Last checked: 1 hour agoStatus: Live

Job Summary

Analyze and evaluate internal systems, procedures, and processes to support business decision-making. Handle client hardship requests by assessing eligibility and driving resolution pathways such as loan/line term modifications, insurance payment and complaint resolution. Provide customer service through inbound/outbound communication, maintain accurate documentation and workflow updates across required systems, and ensure compliance with regulations and unit procedures.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Business Operations
Seniority: Mid level

Key Responsibilities

  • •Provide excellent customer service to internal business partners and external clients via inbound/outbound calling and written correspondence.
  • •Evaluate client requests or concerns to determine qualification for assistance and optimal resolution, assisting teammates with questions.
  • •Accurately complete documentation and workflow updates in required systems.
  • •Support department/staff with workflow activities such as processing client requests, loan maintenance, and follow-up items.
  • •Minimize risk by complying with federal regulations, state laws, bank policy, and unit procedures; identify, mitigate, or communicate issues and complete assigned tasks with accuracy.

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid LeavePaid Holidays

Key Requirements

  • •High school education (or equivalent) and 2+ years of customer service or call center experience, with flexibility for changing processes and procedures.
  • •2–3 years of successful experience and knowledge in the assigned or similar functional area.
  • •Proficiency in basic computer applications, including Microsoft Office products.
  • •Excellent verbal and written communication skills.
  • •Strong critical thinking, and strong interpersonal skills to work independently while supporting teamwork.
Experience:2-3 years
Education:High School
Skills:CommunicationCritical thinkingInterpersonal skillsTeamworkProblem-solving
Languages:English
Tech Stack:Microsoft OfficeMicrosoft ExcelMicrosoft WordMicrosoft PowerPoint

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