Truist

Manager

• Responsible for optimizing profitability of the wholesale loan portfolio
• Partner with Line of Business segment leadership team to execute credit strategy
• Provide risk oversight and credit guidance across a diverse portfolio
• Promote consistency of Bank's credit culture and lending strategies
• Responsible for leading the advancement of the organization’s risk management culture
• Provide indirect leadership through the delivery of credit training and mentorship

Credit Risk Manager

Product Manager

• Partner with stakeholders to balance business, technology, and design priorities
• Execute strategy for Wholesale Payments digital onboarding
• Collaborate with product managers to translate product vision into actionable items
• Manage team backlog, user stories, and facilitate sprint planning and demos
• Conduct business validation and update leadership on delivery schedules

Senior Product Owner – Agile

Analyst

• Conducts industry, market and company research using available resources to source prospect names
• Develops project materials including industry, market and company specific and general economic information
• Generates customized specific sales or project content for internal and external purposes
• Tracks calling and marketing efforts to clients and prospects, reinforcing proper use of CRM system with the coverage team
• Builds upon foundational understanding of the market, credit, and products as well as relationship management skills

Analyst – Wholesale Credit Delivery

Engineering Manager

• Lead a team responsible for technology solutions
• Identify and resolve complex technical, operational, risk management, and organizational challenges
• Leverage emerging technologies and automation to improve business efficiencies
• Oversee the planning, design, engineering, testing and deployment of application projects
• Maintain appropriate Risk Profile through owning the first line of Risk defense
• Partner effectively with 2nd line of defense, Auditor, and regulators

Software Engineering Director

Risk

• Provide independent strategic risk perspectives to the Chief Risk Officer, Chief Financial Officer, Treasurer, and the Risk Committee of the Boards
• Assess capital goals, estimation methodologies / measurements and underlying controls
• Define the respective capital risk appetite in coordination with Executive Management and ensure that Treasury is operating within it
• Advocate Truist’s risk culture throughout the Capital Planning process; educate teammates on sound risk management practices
• Lead, drive and embed best practice and pragmatic risk/control management
• Deliver a dynamic Capital Oversight Report to the Risk Committee of the Boards that outlines observations, conclusions, and risk-enhancing recommendations
• Conduct control testing of high-risk areas of the Capital Planning process while reviewing design and effectiveness
• Independently review balance sheet and income statement forecasted results for reasonableness
• Conduct regulatory mapping against the current Capital Planning environment to ensure Treasury and other forecast owners are meeting enhanced supervisory expectations
• Ensure risk limits are consistent with the Corporation’s stated Risk Appetite through definition or formal limit approval
• Represent the Risk Management Organization and engage with supervisory agencies through examinations, touchpoints and other activities
• Serve as a member of the firm’s Capital Committee

Senior Capital Oversight Risk Manager

Financial Planning and Analysis

• Expertise & Impact: Subject matter expert (SME) and thought leader in financial planning concepts and be a resource for the advice and planning group in that area.
• Advice Process Excellence: Proven ability to effectively execute the financial planning and advice process: identify and prioritize goals and objectives, gather data, analyze current course and potential alternative courses of action, developing and presenting recommendations, partnering for implementation and monitoring progress.
• Process Adherence: Execute planning engagements with clients in compliance with all internal policies and procedures, as well as regulatory and legal guidelines Identifies at risk situations and keeping team and management informed.
• Technology: Maintain proficiency in all planning software as well as company systems in order to not only analyze a client's needs but to efficiently determine the most advantageous outcomes.
• Advice Integration: Demonstrate strong understanding of the advice and planning process, how it relates to, is implemented, and is explained to teammates, clients, and prospects.
• Coaching/Team Development: Proactively engage in the growth and development of teammates within Truist.
• Productivity/Efficiency: Workflow prioritization and time management, sensitivity to deadlines and appropriate allocation of resources in accordance with opportunity and complexity.
• Networking: Create strong working relationships with internal partners and external COI’s (attorneys, accountants, and other advisors).

Financial Planning Leader

• Lead the development of client segment, product and channel strategy for Retail & Small Business Banking
• Drive key strategic initiatives including identification of high value segments and points of differentiation to win with high value segments
• Coordinate BU wide activities and initiatives - Partner with BU teams to drive initiative implementation: including project management
• Have overall accountability for client segment management (drive intended outcomes of acquiring new households or deepening relationships with existing households)
• Partner with performance / analytics teams to draw insights emerging for segment to identify growth opportunities
• Continue to formulate new strategic initiatives by drawing on analytics / insights
• Partner with product and channel teams to drive delivery of differentiated products and client experiences by segment

Senior Business Management Analyst

QA Engineer

• Perform comprehensive TRID quality analysis of Retail and Home Mortgage Direct (HMD) operations
• Validate/review loans for adherence to all regulations
• Review Loan Estimates and Closing Disclosures for accuracy
• Identify and correct clerical or numerical defects
• Provide training to entry-level associates
• Complete complex loan reviews

Post Closing TRID Quality Assurance Analyst – Team Lead

Operations

• Provide senior level leadership, developing operations strategy and objectives.
• Serve as key driver and architect to operationalize the strategy with particular emphasis on operations integration and achievement of financial targets through cost reduction and efficiency initiatives.
• Apply extensive operations and business knowledge and a credible voice to drive priorities from start to finish.
• Create cohesion and connect the dots across the organization.
• Take decisive action to execute the most complex projects, initiatives, and strategic imperatives.
• Develop and maintain effective internal working relationships across Ops, HR, Finance, and Risk.
• Serve as an information resource and in an advisory capacity to senior leaders across a variety of business challenges.
• Create transparency and foster candor.
• Design comprehensive, coordinated plans and maintain high-standards of execution and consistency.
• Establish operating rhythms and lead governance routines.
• Promote, track, and monitor expense management and cost reduction initiatives to achieve top of the house P&L and integration targets.
• Lead Operations communication strategy, talent programs, and oversee metrics and reporting.

Integration and Operational Enablement Leader – Operations, Workforce Management

• Responsible for the efficient and accurate management of the Lien Release and MERS area (e.g. MERS, Lien Release, and Assignments)
• Act as first line of defense to maintain compliance with all State and Regulatory imposed requirements for executing lien releases, MERS commitments, and assignments
• Ensure team members adhere to all governing servicing SLAs, regulations and investor requirements
• Oversee proper management, staffing, performance and development; as well as, hire, train and coach staff
• Establish, review and maintain department standards; identify gaps, coordinate improvements and develop controls to enhance efficiencies and minimize risks
• Manage operations within appropriate risk tolerance, including settlement and loss authority limits
• Identify and communicate adverse issues, trends or inefficiencies to management and other lines of business along with proposed solutions; implement agreed upon resolutions
• Build and maintain relationships with internal and external business partners, managing expectations and accountability

Construction Lending Manager

Financial Crime

• Manage model development/estimation activities across the model life cycle, including planning, data acquisition, estimation, evaluation, documentation, approval, model/business process integration and implementation
• Build / lead a team of highly skilled quantitative model developers to develop risk models using advance modeling approaches and set the standard for excellent performance
• Provide leadership / mentorship to other quantitative model development managers across various products, modeling disciplines and complexities
• Establish, maintain and administer model development infrastructure, process and procedures
• Assist various parties (e.g., lines of business leads) with identifying/assessing viable model development opportunities
• Assist with model compliance activities as it relates to Model Risk Management/SR 26-2 policy/standards
• Assist client (model owner) with integrating model into the business process and model deployment activities, including production scoring support and sustainability, as appropriate
• Provide on-going model support specific to evaluation/surveillance and interpretation of model performance
• Provide consultation and represent client (model owner) during 3rd party assurance provider (e.g., Model Risk Management, Corp Audit, regulatory bodies) reviews and Q&A activities

Head of Quantitative Financial Crimes

• Engage with Business Unit leadership in risk and control management
• Execute, facilitate and/or monitor execution of Risk Program requirements
• Provide strategic insight, risk advice and influence to assigned Business Unit
• Aggregate, integrate, correlate and report risks for assigned Business Unit
• Present risk aggregation, key risks and emerging risks to senior Business Unit Leadership
• Identify and opine on remediation to address weaknesses
• Provide strategic and tactical effective challenge for all risks present
• Guide risk-taking behavior and provide counsel to BU leaders
• Monitor risk exposures, concentrations and limits
• Advocate the Bank’s risk culture and compliance with enterprise risk initiatives
• Provide connectivity between risk programs
• Advise on the effectiveness of BU risk and control environment
• Execute, facilitate and monitor risk governance mechanisms
• Monitor issues assigned to BU and ensure appropriate remediation
• Communicate key activities to BU senior leadership, regulators and Executive Committees

Business Unit Risk Advisor II – Wholesale Credit Delivery, Wholesale Business Enablement

Vice President

• Help drive loan growth through targeted clients/prospects
• Demonstrate subject matter expertise
• Collaborate with internal partners to achieve optimal outcomes
• Originate and assist senior originators and underwriters
• Adhere to risk/compliance policies and guidelines
• Mentor and develop junior teammates
• Demonstrate Truist values

Vice President – ABL Origination

Director

• Assist in the development and execution the strategic plan for the region.
• Collectively lead the market through strong, pro-active partnerships and routine connection points with other market leaders in Wealth and throughout Truist.
• Build and maintain close partnerships with Regional Support Managers, Compliance, HR and Risk to further the effectiveness and performance of the region.
• Embody the Truist values, guide the team through personal purpose, and demonstrate active community involvement.
• Solve problems by mediating and negotiating, analyzing needs, identifying required resources, taking reasonable risks, making timely decisions, and using solid judgment.
• Improve workflows by identifying and assisting with process, policy and system revisions and upgrades, and staying current on new technologies, products, and trends.
• Support Advisors in execution of Integrated Relationship Management and dispositioning referrals within expected timeframes.
• Perform routine client outreach efforts to drive client satisfaction and drive client connectivity.
• Work closely with the Client Advisory Center (CAC) to ensure smooth client migrations and resolve any service-related needs.
• Routinely accumulate relevant updates for the Brokerage Divisional Director for dissemination to the field during team touchpoints.
• Act as a liaison to execute on various corporate initiatives (i.e. Purpose/Culture activities, real estate consolidations, etc.) and use data (pulse survey results, Human Capital trends, etc.) to drive regional decision making.
• Provide assistance with the budget and annual planning process for the region.
• Ensure all field required principal and supervision duties are completed for the region and that training and continuing education assignments are completed by established deadlines.
• Maintains Risk dashboards within compliance (is Reg BI in green)
• Works and responds to client complaints and coordinates escalations.
• Directly assist with training, education, performance evaluations, salary adjustments, promotions, transfers, hiring, branch reassignments, disciplinary actions, terminations, and staffing levels as needed.
• Help the Divisional Director build high performing teams by developing and retaining key talent, assisting with recruiting top talent from outside the firm as necessary with a strong focus on diversity, and executing on Financial Advisor retention strategies and objectives.
• Create a culture of inclusion and ensure all teammates have a sense of belonging, an opportunity to thrive, and are treated equitably.
• Partner with the Divisional Director to provide education and options for succession planning and book transitions to Advisors.
• Effectively partner with National Sales to ensure Advisor development opportunities are utilized, refined and effective.

Regional Director, Brokerage

ServiceNow

• Deliver highly complex solutions with significant system linkages, dependencies, associated risk.
• Lead and perform development efforts such as analysis, design, coding/creating, and testing.
• Partner with platform architecture, product owners, and business partners for technical designs and technical implementations.
• Help design and implement new products and features while also enhancing the existing product suite.
• Participate in testing, implementation, maintenance, and escalated support of Truist's most complex solutions.