Full-Time

Mortgage Lending Loan Servicing Cash Operations Analyst I

Confirmed live in the last 24 hours

Truist

Truist

501-1,000 employees

Platform for Registered Investment Advisors' operations

Fintech
Financial Services

Entry

Remote in USA

Ability to work remote as necessary.

Category
Real Estate
Real Estate Finance
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.

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

24%

1 year growth

43%

2 year growth

77%
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 platform capabilities and market reach.
  • Increased demand for digital financial services aligns with Altruist's offerings.

What critics are saying

  • Competition from Betterment and Wealthfront could erode Altruist's market share.
  • Rapid tech advancements may strain Altruist's resources if not managed well.
  • Integration with third-party providers may lead to data security vulnerabilities.

What makes Truist unique

  • Altruist offers a simplified tech stack for RIAs, enhancing operational efficiency.
  • The platform includes commission-free fractional share trading and automated rebalancing.
  • Altruist provides original content, offering actionable insights for independent financial advisors.

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