Full-Time

Credit Operations Servicing Specialist II

Lien Release

Posted on 3/15/2025

Truist

Truist

501-1,000 employees

Platform for Registered Investment Advisors' operations

No salary listed

Junior, Mid

Lumberton, NC, USA

Work onsite Monday-Friday from 8am-5pm.

Category
Commercial Banking
Finance & Banking
Requirements
  • High school degree or equivalent education, training and work-related experience.
  • Two years of banking or financial services experience in a loan servicing environment.
  • Excellent verbal and written communication skills.
  • Ability to problem solve and serve as an advocate of the client while balancing risks for Truist.
  • Demonstrated proficiency in basic computer applications, such as MS Office software products.
Responsibilities
  • Perform various daily tasks including monetary processing, loan account research, exceptions handling, and document imaging.
  • Maintain an understanding of retail, small business and wealth management products, policies and procedures.
  • Maintain a knowledge of compliance, legal and documentation requirements, including those specific to state laws.
  • Meet/exceed monthly production and quality performance metrics.
Desired Qualifications
  • Knowledge in various types of lending products including, Real Estate (1-4 Family), Auto, Boat/Motor/Trailer.
  • Prior knowledge in various banking system (i.e. ALS, SPRINT, SHAW)

Truist offers a platform for Registered Investment Advisors (RIAs) to enhance their operations and client interactions. Its features include live chat support, commission-free fractional share trading, a model marketplace, and an automated rebalancer, which help RIAs serve more clients efficiently. Unlike competitors, Truist provides these services for free and monetizes through a vertically-integrated custodian service, reducing overhead costs for RIAs. The company's goal is to empower RIAs to grow their businesses and improve client experiences.

Company Size

501-1,000

Company Stage

Series E

Total Funding

$449.5M

Headquarters

Culver City, California

Founded

2018

Simplify Jobs

Simplify's Take

What believers are saying

  • Altruist raised $169M in Series E funding, boosting growth potential.
  • Partnerships with Orion and Kwanti enhance Altruist's platform capabilities.
  • Demand for digital transformation in financial services aligns with Altruist's offerings.

What critics are saying

  • Competition from Betterment and Wealthfront pressures Altruist to innovate.
  • Rapid tech advancements may increase Altruist's operational costs.
  • Expansion into San Francisco could raise recruitment and retention costs.

What makes Truist unique

  • Altruist offers a simplified tech stack for efficient RIA management.
  • The platform includes commission-free trading and automated rebalancing features.
  • Altruist provides original content and fast onboarding for financial advisors.

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Benefits

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Health Savings Account/Flexible Spending Account

Unlimited Paid Time Off

Paid Vacation

Paid Sick Leave

Paid Holidays

Hybrid Work Options

401(k) Retirement Plan

401(k) Company Match

Company Equity

Growth & Insights and Company News

Headcount

6 month growth

9%

1 year growth

5%

2 year growth

3%
Wealth Management
Mar 14th, 2025
WealthStack Roundup: Altruist Fills CTO Vacancy

RIA custodian upstart Altruist this week announced the hiring of Silicon Valley insider Sumanth Sukumar as its chief technology officer.

Business Wire
Mar 12th, 2025
Former Coinbase and Uber Executive Joins Altruist as CTO to Cement Tech Advantage

To establish a hub for engineering innovation and strengthen its technology leadership, Altruist is expanding its presence with an office in San Francisco.

Business Wire
Oct 2nd, 2024
LaSalle Vaughn Joins Altruist as Chief Compliance, Ethics, & Risk Officer

Vaughn joins Altruist from Bestow, where he served as Chief Compliance, Ethics, and Risk Officer, leading teams that mitigated regulatory risk for online insurance products.

Wealth Management
Sep 24th, 2024
Altruist Adds Digital Fixed Income Trading to Platform

RIA custodian Altruist has launched fully digital fixed-income trading for advisors.

Arena Investor
Aug 29th, 2024
Announcement: Arena Investor Partners with Altruist

Announcement: Arena Investor partners with Altruist.