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Client Relationship Specialist

$45.76k - $86.23k

Truist Inc

Position Details Type: Regular Job. Language Fluency: English (Required). Work Shift: 1st shift (United States). Job Overview Responsible for effectively managing the construction to permanent servicing portfolio and assisting with timeline and process exception requests. Acts as the single point of contact with loan officers or sales associates during the pre‑close period of the process. Responsibilities Provide oversight and governance of the servicing construction lending portfolio. Report progress and impediments to the pipeline while focusing on at risk and off track builders and clients. Assist with exception requests through inclusion of all appropriate parties (credit risk, loan officer, builder, etc.). Identify and communicate adverse issues, trends or inefficiencies to management and other lines of business along with proposed solutions; contribute to agreed upon resolutions. Build and maintain relationships with internal and external business partners, managing expectations and accountability. All other duties as assigned. Qualifications Required Qualifications: College degree, or equivalent education and related training or experience One to two years of mortgage, banking, banking operations, or comparable education Proficiency with Microsoft Office suite of products to include Word and Excel Preferred Qualifications: Two or more years of retail banking, banking operations, or experience in a law firm or corporate setting Strong research and investigation skills Proficiency with banking software, deposit account systems, or mortgage servicing systems Excellent written and oral communication skills Ability to prioritize a significant volume of work with simultaneous deadlines Strong organizational skills and attention to detail Ability to work effectively in teams and independently and make effective decisions consistent with role and responsibilities Compensation To comply with the Virginia pay transparency statute and for work locations in Virginia only, the annual base salary for this position is $45,760.00 - $86,230.00. Benefits All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits. Eligible benefits include medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax‑preferred savings accounts, and a 401k plan. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and full‑time or part‑time status) during their first year of employment, 10 sick days (prorated), and paid holidays. Depending on the position and division, additional benefits may be available. EEO Statement Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law E-Verify IER Right to Work. #J-18808-Ljbffr

Vacancy posted 1 day ago
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