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Marine and RV Funder I (Remote)
- Truist (Dallas, TX)
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The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.
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_If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility ([email protected]?subject=Accommodation%20request)_
_(accommodation requests only; other inquiries won't receive a response)._
Regular or Temporary:
Regular
**Language Fluency:** English (Required)
Work Shift:
1st shift (United States of America)
Please review the following job description:
Fund loans in a fast paced and high touch environment from Marine and Recreational Vehicles (RV) dealers nationwide. Ensure the performance of the portfolios meets or exceeds expectations for quality, profitability and growth.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
1. Assist indirect dealers with the loan origination process; specifically with application and loan funding documentation.
2. Responsible for answering the main 800 number which includes dealer and client inquires.
3. Build and maintain relationships with dealerships in order to build long-term mutually beneficial relationships. Be able to provide written and/or verbal communication with dealer clients and other third parties such as insurance agents, external loan clients, outsourced Finance and Insurance operations and internal bank teammates.
4. Input data from faxed, mailed, and emailed loan applications into Origenate loan system. This includes being able to differentiate applications based on product, program, and by type.
5. Review loan package documentation and input appropriate data point for loan amounts under $50,000.00 into Origenate loan system.
6. Contact appropriate dealership personnel regarding missing, incomplete or erroneous documentation.
7. Ensure proper lien perfection for all Marine and RV products, including state requirements for titles and/or Uniform Commercial Codes and knowledge of First Preferred Ship Mortgages.
8. Fund loan proceeds and reserves daily; balance and reconcile the daily funding settlement and scan and balance the loan proceed and dealer reserve manual tickets.
9. Various side work tasks (including but not limited to): rebate and chargeback requests, commodity checks, substitution of collateral requests, etc.
10. Assist Underwriters and Dealer Relationship Managers in general portfolio management, including loan maintenance and retail client service activities.
11. Work hours: 11:00 AM to 8:00 PM EST
QUALIFICATIONS
Required Qualifications:
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
1. Associate’s degree or equivalent education and related training or experience
2. One year of experience in banking, finance or equivalent
3. Strong organizational skills
4. Minimal error rate on data entry
5. Good verbal/written communication skills and client service skills
6. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
7. Demonstrated ability to identify, analyze and resolve problems independently
Preferred Qualifications:
1. Bachelor’s degree or equivalent education and related training
OTHER JOB REQUIREMENTS / WORKING CONDITIONS
Sitting/Standing/Walking/Bending/Lifting
• Sitting (if checked, indicate frequency)
Constantly (More than 50% of the time)
• Standing (if checked, indicate frequency)
Choose an item.
• Walking (if checked, indicate frequency)
Choose an item.
• Bending (if checked, indicate frequency)
Choose an item.
• Lifting (if checked, indicate pounds)
• Visual / Audio / Speaking
Able to access and interpret client information received from the computer and able to hear and speak with individuals in person and on the phone.
• Manual Dexterity / Keyboarding
Able to work standard office equipment, including PC keyboard and mouse, copy/fax machines, and printers.
• Availability
Able to work all hours scheduled, including overtime as directed by manager/supervisor and required by business need.
• Travel (Must select one)
Minimal and up to 10%
**General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:** All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site (https://benefits.truist.com/)
. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
_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 (https://www.eeoc.gov/sites/default/files/2022-10/EEOC\_KnowYourRights\_screen\_reader\_10\_20.pdf)
Pay Transparency Nondiscrimination Provision (https://www.dol.gov/sites/dolgov/files/OFCCP/pdf/pay-transp\_%20English\_formattedESQA508c.pdf)
E-Verify (https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify\_Participation\_Poster\_ES.pdf)
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