Full-Time

Mortgage SFC Cash Operations Analyst

Confirmed live in the last 24 hours

Truist

Truist

501-1,000 employees

Platform for Registered Investment Advisors' operations

Fintech
Financial Services

Entry

Greenville, SC, USA

In office 5 days a week; after 6 months, 4 days in office, 1 day remote.

Category
Real Estate
Real Estate Finance
Required Skills
Risk Management
Requirements
  • High School Level or Equivalent Work Experience
  • Basic understanding of Arithmetic and Accounting concepts (concepts, not rules)
  • Ability to work in changing and high volume environment
  • Effective Oral and Written Communication Skills
  • Basic Computer Skills, such as Microsoft Office, web conferencing, and other software products
  • Demonstrated ability to listen, ask questions, and comprehend new or complex matters
Responsibilities
  • Support and perform a variety of operational activities with various levels of complexity; meeting production and quality standards while adhering to complex regulatory, investor and Truist requirements
  • Exercise judgement while handling financial transactions with a high degree of accuracy
  • Adhere to scheduling and assignments
  • Performing tasks at standard productivity and quality levels
  • Identify Risk Exposure in Processes and Escalate as needed
  • Work collaboratively and interact with team members, internal and external clients
  • Under direct supervision, performs work and completes other duties as assigned while demonstrating Truist values
  • Exhibit increasing knowledge and expertise in the specific assigned roles.
Desired Qualifications
  • Strong technical skills preferred!

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

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.

Help us improve and share your feedback! Did you find this helpful?

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