Full-Time

Mortgage Servicing Procedure Team Manager

Confirmed live in the last 24 hours

Truist

Truist

501-1,000 employees

Platform for Registered Investment Advisors' operations

Fintech
Financial Services

Senior

Richmond, VA, USA + 1 more

More locations: Greenville, SC, USA

Category
Real Estate
Real Estate Finance
Requirements
  • Manage a team of 6-12 high performing procedure writers
  • Provide leadership on short term and long range process enhancements planning
  • Set clear team expectations, coach procedure writers to ensure quality standards are met and taking corrective action, as needed
  • Work closely with procedure writers and process owners as needed to ensure publication dates are met
  • Drive procedure enhancements work, efficiency opportunities and other team related projects
  • Provide updates on procedure pipeline status
  • Listen to teammate feedback and resolve team issues or conflicts
  • Hire, mentor, drive engagement and develop highly motivated teams
Responsibilities
  • Manage a team of 6-12 high performing procedure writers
  • Provide leadership on short term and long range process enhancements planning
  • Set clear team expectations, coach procedure writers to ensure quality standards are met and taking corrective action, as needed
  • Work closely with procedure writers and process owners as needed to ensure publication dates are met
  • Drive procedure enhancements work, efficiency opportunities and other team related projects
  • Provide updates on procedure pipeline status
  • Listen to teammate feedback and resolve team issues or conflicts
  • Hire, mentor, drive engagement and develop highly motivated teams

Truist offers a platform for Registered Investment Advisors (RIAs) to improve their operations and client services. The platform includes tools like live chat support, commission-free trading, and an automated rebalancer, allowing RIAs to manage their businesses more efficiently and serve more clients at lower costs. Unlike competitors, Truist provides these services for free and monetizes through a custodian service that helps RIAs reduce overhead. The 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

N/A

Growth & Insights
Headcount

6 month growth

24%

1 year growth

38%

2 year growth

74%
Simplify Jobs

Simplify's Take

What believers are saying

  • The recent $169M Series E funding round indicates strong investor confidence and provides substantial capital for further innovation and expansion.
  • Collaborations with leading providers like Orion Advisor Solutions and Kwanti enhance Altruist's platform capabilities, making it more attractive to RIAs.
  • Acquiring Shareholders Service Group expands Altruist's service offerings and client base, positioning it to compete with industry giants like Schwab and Fidelity.

What critics are saying

  • The competitive landscape in the RIA market includes established players like Schwab and Fidelity, which could challenge Altruist's growth and market penetration.
  • Rapid expansion and multiple integrations may lead to operational complexities and potential service disruptions.

What makes Truist unique

  • Altruist offers a simplified tech stack specifically designed for RIAs, unlike broader financial platforms that cater to multiple financial service providers.
  • Their commission-free fractional share trading and automated rebalancer features provide cost-effective solutions that are not commonly bundled together in competing platforms.
  • The vertically-integrated custodian service allows Altruist to streamline operations and reduce overhead costs for RIAs, setting it apart from traditional custodial services.

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