Full-Time

Document Control Specialist

Confirmed live in the last 24 hours

Truist

Truist

501-1,000 employees

Platform for Registered Investment Advisors' operations

Fintech
Financial Services

Mid

Winston-Salem, NC, USA

Category
Financial Planning and Analysis (FP&A)
Finance & Banking

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
  • Three years of related experience
  • Demonstrated knowledge in banking or financial services
  • Excellent communication skills
  • Excellent interpersonal skills
  • Strong organizational skills
  • Ability to multi-task
  • Ability to work in a fast paced environment
  • Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
Responsibilities
  • Take customer, dealer, and other third-party calls regarding title and lien perfection issues.
  • Enter titles in Sheffield loan servicing system and file titles in the safe.
  • Coordinate the scanning of the titles.
  • Review and process scanned title exceptions in Sheffield exception portal daily.
  • File UCC 1 and UCC 3 in CT Lien Solutions. Review daily UCC file for exception management.
  • Mail titles, Manufactures Statement of Origin (MSO) or other documents to the customer upon satisfaction of loan.
  • Pull titles, MSOs, and UCC for charge-offs or repossessed accounts.
  • Work daily in VINTEK to process exceptions, obtaining account information for titles that have been received via e-filing.
  • Prepare and send Letters of Guarantee to insurance companies if a customer has wrecked or totaled the financed equipment.
  • Send titles back to Department of Motor Vehicles (DMV) or dealers to have mistakes corrected.
  • Research missing titles or lien filings with dealerships and/or DMV.
  • Ensure state lien perfection requirements are correct and up to date for collateral finance.
  • Assist and educate dealers with Sheffield expectations regarding title and lien perfection.
Desired Qualifications
  • Bachelor's degree in Business or related field, or equivalent education and related training
  • Two years of title or lien perfection experience

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 and serve more clients at lower costs. Unlike competitors, Truist provides these services for free, monetizing through a vertically-integrated custodian service that reduces 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.

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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