Position Overview
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.
Facilitate the deal life cycle from deal proposal to loan closing. Serve as the first point of contact for Wealth Advisors and internal deal fulfillment partners.Escalate backlogs and issues as needed to move the transaction along the deal life cycle.Build relationships as an active and engaged member of an advisor team, focusing on delivering planning-based loan solutions to wealth clients.Structure highly customized, complex loan structures to clients and prospect within Truist’s prescribed credit risk appetite, procedures and other regulatory requirements. Credit requests have a variety of ownership structures and deal complexity, and could include both owner-occupied and investor-owned commercial r...