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Truist

Head of Investor Reporting – Business Systems

Truist

. Responsible for operational duties in investor accounting and reporting .

Posted 5/7/2026full-timeCharlotte • Alabama, North Carolina • 🇺🇸 United StatesLeadWebsite

About the role

Key responsibilities & impact
  • Responsible for operational duties in investor accounting and reporting
  • Manage vendor management, data management, and management reporting
  • Oversee systems and applications management, including bank account reconciliations
  • Set direction and goals, managing results for various functional groups
  • Manage associate relations and ongoing training
  • Handle investor accounting functions like payment processing and reporting
  • Provide leadership for vendor management across Grandbridge
  • Manage bank account administration, including compliance and regulatory issues
  • Ensure maintenance of policies and procedures in compliance with requirements

Requirements

What you’ll need
  • Bachelor’s degree in finance, real estate or related discipline or equivalent training and work-related experience
  • Ten years of relevant work experience in an operational environment, with at least five years in commercial real estate
  • Strong written and verbal communication skills
  • Ability to effectively lead both large and small teams in order to achieve strategic objectives
  • Proven strategic thinking and decision making skills
  • Deep understanding of commercial mortgage compliance requirements and issues
  • Technical acumen necessary to administer complex systems and applications to teammates
  • Ten years in a commercial mortgage operations leadership role or related experience

Benefits

Comp & perks
  • Medical, dental, vision, life insurance
  • Disability
  • Accidental death and dismemberment
  • Tax-preferred savings accounts
  • 401k plan
  • Vacation days (no less than 10 days)
  • Sick days (10 days)
  • Paid holidays

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools
investor accountingpayment processingdata managementbank account reconciliationsvendor managementcomplianceregulatory issuessystems managementreportingoperational duties
Soft Skills
leadershipcommunicationstrategic thinkingdecision makingteam managementassociate relationstraininggoal settingresults managementinterpersonal skills
Certifications
Bachelor’s degree in financeBachelor’s degree in real estateequivalent training