Commercial Fulfillment Specialist III

Commercial Fulfillment Specialist III – Truist

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Regular position. Language fluency required:
English.

Work shift:

1st shift (United States of America).

• Lead communication with key members of the commercial front line, credit partners, and other internal partners to ensure consistent application of the Bank’s procedures and processes.
• Ensure efficient delivery of services to internal and external clients for all related activities including due diligence processing, documentation processing, closing, funding, and post‑closing functions.
• Support the commercial lending process by producing legal and supporting documentation required for closing various types of commercial transactions through timely and accurate input to internal systems.
• Manage documentation risk by ensuring documentation is in compliance with credit approval, secure a valid lien, and confirm that all pre‑closing requirements are satisfied.
• Manage documentation quality to meet or exceed Bank’s exception rate goal by identifying required loan documentation for various loan types and pledged collateral, consistently monitoring exception activity and providing timely follow‑up and clearance of exceptions.
• Provide clear verbal and written communication to third parties (e.g., internal clients, attorneys, insurance agents) as needed.
• Facilitate complex and/or specialized external loan closings (e.g., attorney closings, tax exempt, government bonds, SBA), process executed loan documentation for booking, accurately disburse loan proceeds, secure lien positions, and submit completed loan packages to Loan Services in a timely manner.
• Provide superior service to internal clients by taking ownership of client needs and requests and following through to ensure timely and accurate resolution.
• Keep up to date on Truist’s regulatory and compliance policies and procedures as well as footprint states legal requirements.

• Strong organizational skills and the ability to handle multiple tasks independently under tight time constraints.
• Advanced commercial credit knowledge including loan closings, legal documentation, and exceptions.
• Advanced proficiency in reviewing title work, surveys, collateral, lien filings, appraisals, and environmental reports.
• Knowledge of commercial loan systems.
• Ability to manage a queue of 20–35 deals with various product types, requirements, and documentation deadlines.
• Ability to mentor, coach, and/or train peers on all aspects of commercial processes, systems, and procedures.
• Post‑secondary education, or equivalent work experience.
• Prior experience or knowledge of loan closing and lending regulatory requirements for large financial institutions.
• Minimum 7 years experience in banking, finance, credit operations, loan consultation or administration.
• Minimum 7 years experience in the execution of legal documentation and associated processes.
• Demonstrated effective verbal and written communication skills for the purpose of explaining the loan closing process, funding, booking, exceptions, and associated legal documentation to internal clients, external clients, and appropriate counsel.

• Bachelor’s degree or certificate in a related field.
• Experience in all loan closing components including documentation, approvals, exceptions, and administration.
• Experience with highly complex or specialty commercial transactions.
• Professional license or specialized training in escrow, title, real estate, government programs (SBA and EXIM), and specialized lending programs.

All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax‑preferred savings…