Client Engagement Specialist

Truist

Client Engagement Specialist responsible for building relationships and evaluating loan opportunities at Truist. Collaborating with management to drive business and ensure client satisfaction.

Posted 6/3/2026full-timeSan Diego • California • 🇺🇸 United StatesMid-LevelSenior💰 $56,570 - $80,000 per yearWebsite

About the role

Key responsibilities & impact

Build and develop solid long-lasting client relationships over time
Follow up on pending cases and upcoming renewals
Work closely with Senior Management to drive business volume
Evaluate loan opportunities, underwrite credit risk, and deliver loan commitments/agreements
Understand competition and their product offerings
Make recommendations to senior management/underwriting
Review executed loan documents for compliance
Prepare and submit the funding packet for loan activation and funding
Monitor portfolio, calculate cross-over dates, generate required notices
Lead territory portfolio status calls with the Portfolio Manager

Requirements

What you’ll need

Associate’s degree or equivalent education and related training
Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
Excellent written and verbal communication skills
Excellent organizational skills
Strong math aptitude
Ability to travel, occasionally overnight
Commercial insurance and financial services experience (preferred)
Proven internal sales performance and relationship management via account or territory management (preferred)

Benefits

Comp & perks

medical
dental
vision
life insurance
disability
accidental death and dismemberment
tax-preferred savings accounts
401k plan
vacation days
sick days
paid holidays

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

underwritingcredit risk evaluationloan documentation reviewportfolio monitoringmath aptitude

Soft Skills

client relationship managementcommunicationorganizational skillssales performance

Certifications

Associate’s degree