Full-Time

RAC auto finance loan processor

Posted on 12/11/2024

Truist

Truist

501-1,000 employees

Platform for Registered Investment Advisors' operations

Fintech
Financial Services

Junior, Mid

Jacksonville, FL, USA

Category
Financial Planning and Analysis (FP&A)
Risk Management
Finance & Banking
Required Skills
Sales

You match the following Truist's candidate preferences

Employers are more likely to interview you if you match these preferences:

Degree
Experience
Requirements
  • High School diploma or equivalent education and related training or experience
  • Two years of experience or equivalent training
  • Excellent problem solving skills
  • Excellent analytical ability
  • Excellent written and verbal communication skills
  • Excellent organizational skills
  • Excellent time management skills
  • Ability to work in fast paced environment
  • Ability to work flexible schedule and overtime, as needed
  • Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
Responsibilities
  • Work as a team member with the underwriting and sales staff to accomplish monthly loan volume objectives
  • Assist with training and supervision of Loan Processor I as required
  • Ensure all contract and applicant information is accurately verified and entered into Origenate prior to funding in the loan servicing system
  • Follow-up with dealer clients on any outstanding stipulations, verifications, or documents needed to complete the processing of loans
  • Meet or exceed Loan Processor production targets
  • Build and maintain strong relationships with dealer client base
  • Assist branch or business center in managing dealer and customer fraud by ensuring thorough and proper verifications are being completed
  • Escalate any potential problems that may result in fraud or losses to management and ensure timely filing of Unusual Financial Observations (UFO) in accordance with company policies and procedures
  • Assist management to ensure business center complies with all corporate guidelines and policies as well as all Federal and State regulations
  • Other critical tasks and duties assigned
Desired Qualifications
  • Bachelor’s degree in Business or related field, or equivalent education and related training or experience
  • Previous experience in finance/credit related industry
  • Knowledge of credit verification process and related documents
  • Bilingual

Truist offers a platform for Registered Investment Advisors (RIAs) to enhance their operations and client experiences. The platform includes tools like live chat support, commission-free fractional share trading, and an automated rebalancer, allowing RIAs to serve more clients efficiently. Unlike competitors, Truist provides these services for free and monetizes through a custodian service that helps RIAs reduce costs. The company's goal is to empower RIAs to grow their businesses while improving client satisfaction.

Company Stage

Series E

Total Funding

$437.2M

Headquarters

Culver City, California

Founded

2018

Growth & Insights
Headcount

6 month growth

5%

1 year growth

0%

2 year growth

0%
Simplify Jobs

Simplify's Take

What believers are saying

  • Altruist raised $169M in Series E funding, boosting growth and innovation potential.
  • Partnerships with Orion and Kwanti enhance Altruist's platform integration and service offerings.
  • Increased demand for digital transformation in financial services aligns with Altruist's tech solutions.

What critics are saying

  • Competition from firms like Betterment and Wealthfront pressures Altruist to innovate continuously.
  • Integration with Orion and Kwanti may pose operational risks if not seamless.
  • New digital fixed-income trading could attract regulatory scrutiny if compliance is lacking.

What makes Truist unique

  • Altruist offers a simplified tech stack for RIAs, enhancing operational efficiency.
  • The platform includes commission-free trading and an automated rebalancer for cost-effective solutions.
  • Altruist's model marketplace provides personalized investment strategies, catering to diverse client needs.

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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

INACTIVE