Truist

Financial Planning and Analysis

• Deliver accurate, decision-ready data and reporting solutions supporting Market Risk and Counterparty Credit Risk under Basel III, with a focus on FRTB and SA-CCR
• Partner with business, technology, and operations teams to translate regulatory and analytical requirements into scalable solutions
• Ensure data integrity and accuracy and sign off on results
• Strengthen controls and risk management disciplines
• Resolve technical, operational, risk management, business, and organizational challenges
• Set the team's direction and communicate individual and team priorities
• Manage team deliverables against expected results, focusing on operational and tactical activities
• Lead or provide technical consulting on large or complex projects and initiatives
• Manage teammates, including hiring, disciplinary actions, coaching, termination, and performance reviews
• Directly manage a team of five or more professional teammates, potentially including subordinate managers
• Automate reporting processes to improve efficiency and regulatory compliance

Risk Finance Data Management Manager II – Market and Counterparty Risk

Full-stack Engineer

• Serve as the technical subject-matter expert for the LoanIQ application
• Own design, development, configuration, and support across the LoanIQ platform and integrations
• Design, build, and maintain scalable, resilient solutions for loan syndication, loan sales and trading, agency/servicing, and capital markets workflows
• Translate business requirements from trading desks, syndications, operations, and finance into technical solutions
• Lead analysis and resolution of complex production issues involving trade booking, position keeping, cash flow processing, and settlement breaks
• Develop and maintain integrations with trade capture, settlement, accounting/GL, market data, reporting, and reconciliation platforms
• Drive code quality through design reviews, code reviews, automated testing, SDLC, and change-management controls
• Partner with vendors such as Finastra on platform upgrades, patches, and roadmap alignment
• Mentor junior engineers and provide technical guidance
• Ensure solutions meet regulatory, audit, security, and data-governance requirements
• Lead complex initiatives and coordinate technical work across teams
• Evaluate emerging technologies, build prototypes, and contribute to long-term technical goals

Senior Software Engineer – Loan Syndication, Sales & Trading

General

• Provide sales, service and loan support to Relationship Managers, Commercial Credit staff, and Sales Leaders managing and supporting Commercial client portfolios
• Assist Relationship Managers with pipeline accuracy, call preparation, Financial Insights, deposit account opening and onboarding, Treasury onboarding, client and prospect contact, CRM data maintenance, scheduling, prospect lists, and calendar assistance
• Support the sales process and portfolio growth by identifying referral opportunities and partnering with Relationship Managers and Integrated Relationship Management partners
• Pull reports and data, participate in meetings, complete follow-up, and communicate within the banker team
• Provide superior client service and ensure timely and accurate resolution of client needs, problems, and requests
• Assist with servicing Commercial loans, deposits, and fee services, including documentation, account opening, report processing, payments, fraud resolution, research, wire processing, and account maintenance
• Assist with portfolio management by ensuring accurate client assignment and account data, monitoring reporting, and escalating issues
• Provide loan support, deliver information to internal loan areas, communicate with clients, assist with loan processes, support regulatory compliance, collect client information, conduct research, and clear documentation exceptions
• Assist with problem loan management and collection activities by reviewing past-due reports, monitoring payment postings, contacting past-due clients, and escalating potential collection issues

Commercial Client Specialist

Insurance

• Support the Servicing and Asset Management department as the primary resource for insurance monitoring and compliance for an assigned portfolio of commercial loans
• Monitor insurance renewals and ensure timely receipt of evidence of coverage, premium invoices and other required documentation
• Review, analyze and interpret property and liability insurance policies for compliance with loan documents, lender requirements, government regulations and internal policies
• Review and compile loan and collateral data, including replacement cost, loss of income calculations, third-party reports and local ordinances
• Complete Blanket and Flood Analysis for complex policies
• Correspond with lenders, borrowers, insurance agents and insurance companies to resolve non-compliance issues and discrepancies
• Gather documentation and review waiver feasibility and risk for lender waiver requests
• Monitor non-compliance escalation for potential force-placed insurance and coordinate with Insurance Management
• Review casualty losses and advise internal and external clients regarding insurance coverage and loss proceeds requirements
• Assist with insurance activities for new loan setup, significant events, loan transfers, flood zone monitoring, audit data gathering, system enhancement testing and special projects
• Serve as a subject matter expert for internal teammates and resolve insurance-related discrepancies
• Update loan servicing systems, shared drives and lender applications thoroughly and timely
• Ensure compliance with Insurance Team policies and procedures and recommend process enhancements
• Serve as the primary point of contact for insurance matters for an assigned portfolio
• Perform other duties as assigned

Senior Insurance Analyst, Commercial Real Estate

Administrative Assistant

• Provide administrative support to individuals or departments
• Perform general clerical and office duties with minimal guidance
• Prepare correspondence, reports, and forms
• Compose correspondence as directed
• Research and assemble information for projects
• Execute routine projects within general guidelines and instruction
• Establish and maintain files and records
• Answer telephone and handle walk-in inquiries
• Arrange and handle travel arrangements, expense reports, meetings, and appointments
• Handle confidential information discreetly
• Interact with internal and external customers to provide information, solve problems, and answer questions

• Provide sales, service and loan support to Relationship Managers, Commercial Credit staff, and Sales Leaders managing and supporting Commercial client portfolios
• Support clients from $2–500MM in annual sales across Commercial Community Bank segments
• Assist Relationship Managers with pipeline accuracy, call preparation, Financial Insights, deposit account opening and onboarding, Treasury onboarding, client and prospect follow-up, CRM data accuracy, appointment scheduling, prospect lists, and calendar assistance
• Support the sales process and portfolio growth by identifying referral opportunities and maintaining expert-level knowledge of products and services
• Partner with Relationship Managers and Integrated Relationship Management partners on client needs and referral opportunities
• Pull reports and data, participate in meetings, complete follow-up, and communicate within the banker team
• Provide superior client service and ensure timely, accurate resolution of client needs and requests
• Assist with servicing Commercial loans, deposits, and Treasury fee services, including forms, account opening, reports, payments, fraud resolution, research, wire processing, and account maintenance
• Assist with portfolio management by ensuring accurate client assignment and account data, monitoring reporting, and escalating as needed
• Provide loan support, deliver information to internal loan areas, communicate with clients, assist with loan processes, support regulatory compliance, collect client information, research, and clear documentation exceptions
• Support problem loan management and collection activities by reviewing past-due reports, monitoring payment postings, conducting post-closing due diligence, contacting past-due clients, and escalating collection issues

Commercial Client Specialist II

Platform Engineer

• Design, build, and implement enterprise infrastructure technology platforms and systems across cloud, network, database, storage, platform, computing, and middleware domains
• Apply automation, monitoring, and optimization techniques to ensure high availability and infrastructure performance
• Manage infrastructure engineering projects and processes aligned with organizational policies and regulatory requirements
• Collaborate with cross-functional teams and stakeholders to integrate new technologies and improve infrastructure standards and processes
• Troubleshoot and resolve complex technical issues affecting infrastructure performance and reliability
• Support compliance with technology strategies, standards, and governance to mitigate risks and ensure regulatory adherence
• Review and guide infrastructure designs, configurations, and procedures for operational consistency and knowledge sharing
• Provide technical guidance and direction to lower-level technical professionals
• Develop technical solutions through deep infrastructure analysis and lead infrastructure processes
• Build reusable automation frameworks, golden-path templates, workflows, and scalable automation solutions
• Integrate agentic AI, intelligent automation, event-driven architectures, and self-healing operational patterns
• Implement deep observability practices and use telemetry to improve platform reliability, security, compliance, and developer experience
• Operate and continuously enhance enterprise automation, CI/CD, and AI-enabled development platforms including GitLab SaaS, Ansible Automation Platform, JFrog Artifactory, SonarQube, and related DevSecOps tooling

Ansible Automation Platform Engineer

Salesforce Analyst

• Analyze business needs and define requirements
• Configure Salesforce and integrated third-party solutions
• Resolve complex Salesforce and related application issues
• Design, develop, test, and maintain software components and services
• Implement features and enhancements using coding standards, architectural patterns, and development best practices
• Write maintainable code and participate in peer code reviews
• Collaborate with cross-functional technical teams, business stakeholders, vendors, and integrated application teams
• Troubleshoot, debug, and resolve software defects and production issues using root-cause analysis
• Participate in the full software development lifecycle, including requirements refinement, design, development, testing, deployment, and support
• Apply secure coding, testing, and documentation standards
• Perform business process analysis and lead requirements gathering
• Document requirements as user stories and develop acceptance criteria
• Design solutions and lead projects from kickoff through delivery
• Conduct Salesforce data exports, analysis, and updates
• Participate in and lead Agile standups, refinement sessions, and retrospectives
• Drive continuous improvement and user adoption

Senior Associate Software Engineer, Salesforce Business Analyst

Salesforce Developer

• Lead the design, development, implementation, and support of complex Salesforce solutions and integrated technology platforms
• Deliver scalable, secure, and high-quality solutions using Salesforce architecture, application development, system integration, automation, and software lifecycle management best practices
• Partner with business stakeholders, vendors, architects, and cross-functional teams
• Implement third-party solutions and lead technical initiatives
• Establish platform standards and mentor engineers
• Design, develop, test, and maintain complex software components and services
• Implement advanced features and enhancements using coding standards, architectural patterns, and development best practices
• Lead code reviews and provide feedback on code quality, maintainability, and performance
• Collaborate with cross-functional technical teams to plan and execute technical initiatives
• Troubleshoot, debug, and resolve complex software defects and production issues using root-cause analysis
• Participate in requirements analysis, design, development, testing, deployment, and support throughout the software development lifecycle
• Apply secure coding practices, testing strategies, and documentation standards
• Mentor and support junior engineers
• Use and contribute to frameworks, tools, and technologies across relevant technology domains

Software Engineer – Salesforce Technical Lead

Backend Engineer

• Design, develop, test, and maintain Python applications, data pipelines, analytics routines, and reporting solutions for Brokerage
• Acquire, cleanse, transform, reconcile, and analyze brokerage data from internal and external sources
• Produce reusable analyses, dashboards, and data products for business performance, service levels, exceptions, risk indicators, and operational trends
• Translate business requirements into technical and analytical solutions with Brokerage product, operations, data, risk, and technology partners
• Apply software engineering practices including modular design, source control, peer review, automated testing, documentation, and secure development
• Implement data-quality checks, lineage, reconciliation, exception handling, and audit-ready controls
• Troubleshoot data defects, production incidents, performance issues, and analytical discrepancies; perform root-cause analysis
• Participate in requirements refinement, solution design, development, testing, deployment, production support, and continuous improvement
• Integrate Python and analytics solutions with enterprise platforms, APIs, databases, file-transfer mechanisms, and workflow tools
• Communicate findings, risks, dependencies, and recommendations to technical and non-technical stakeholders

Associate Software Engineer – Python, Data Analytics

Analyst

• Lead analytical efforts supporting portfolio and market-level real estate strategy development
• Integrate and synthesize large, multi-source datasets into actionable decision-making insights
• Develop and apply scenario-based models evaluating trade-offs, demand shifts, and financial impacts
• Identify and assess real estate network optimization opportunities, including openings, closures, relocations, consolidations, and renovations
• Use GIS and spatial analytics to evaluate trade areas, market coverage, and cannibalization risk
• Analyze market trends, competitive dynamics, and demographic shifts
• Assess market, financial, and portfolio concentration risks
• Monitor post-implementation performance and refine models based on outcomes
• Translate complex analyses into actionable insights for senior leadership and cross-functional stakeholders
• Support advancement of analytics tools, data capabilities, and best practices within the real estate function

Senior Real Estate Strategic Analyst

• Independently design, develop, test, and maintain complex software components and services
• Implement advanced features and enhancements using coding standards, architectural patterns, and development best practices
• Lead code reviews and provide feedback to ensure code quality, maintainability, and performance
• Collaborate with cross-functional technical teams on technical initiatives and timely solution delivery
• Troubleshoot, debug, and resolve complex software defects and production issues using root-cause analysis and corrective actions
• Participate in the full software development lifecycle, including requirements analysis, design, development, testing, deployment, and support
• Apply secure coding practices, testing strategies, and documentation standards
• Mentor and support junior engineers
• Use and contribute to existing frameworks, tools, and technologies to improve application development

Software Engineer III

• Conduct industry, market, and company research to source prospect names and develop and refine prospect lists
• Develop project materials containing industry, market, company-specific, and general economic information
• Generate customized sales or project content for internal and external purposes
• Track calling and marketing efforts to clients and prospects
• Reinforce proper use of the CRM system with the coverage team and assist as needed
• Build foundational understanding of the market, credit, products, and relationship management skills
• Develop an increasingly complex understanding of the industry
• Facilitate financial analysis, risk assessment, and credit structure recommendations for clients and prospects
• Perform prudent underwriting and credit and risk administration in adherence to credit policy and requirements
• Conduct research and evaluations to assess client, competitor, property segment, market, and industry risks and trends
• Take ownership of projects with the assigned senior Credit Delivery leader
• Mentor more junior teammates

Wholesale Credit Delivery Analyst II

Associate

• Facilitate diligence and underwriting documentation for less complex and smaller credit relationships
• Support credit presentation preparation and discussions with Credit Officer and final approvers
• Coordinate legal documentation through closing and funding
• Ensure loan agreements comply with approval documents
• Identify and address potential loan documentation issues with the Relationship Manager
• Analyze financial statements and projections and document client performance, risks, and mitigants
• Ensure Credit Process Metrics remain within prescribed tolerances
• Manage risk evaluation and compliance requirements for assigned portfolios and prospects
• Identify issues and follow through on remediation
• Serve as a client and internal point of contact for the assigned portfolio
• Conduct site visits and/or visits with client management teams as needed
• Support and mentor Credit Delivery Analysts

Wholesale Credit Delivery Associate

• Support the Servicing and Asset Management department as an oversight role for insurance monitoring and compliance for commercial loans
• Provide quality control and oversight for insurance waiver requests, blanket analysis, flood analysis and force placement
• Serve as portfolio team lead and subject matter expert on lender guidelines, processes and requirements
• Review and approve premium disbursements
• Assist with Insurance Team audit preparation and responses
• Work with insurance-related vendors to ensure timely deliverables, product quality and oversight
• Mentor, train and provide leadership to Insurance Analysts
• Monitor team compliance with policies and procedures
• Monitor insurance renewals and assigned portfolio documentation for timely compliance
• Review, analyze and interpret property and liability insurance policies for commercial real estate loans
• Review loan and collateral data, including replacement cost, loss of income calculations, third-party reports and local ordinances
• Complete blanket and flood analysis for complex policies
• Correspond with lenders, borrowers, insurance agents and insurance companies to resolve non-compliance issues
• Gather documentation and assess feasibility and risk for lender insurance waiver requests
• Monitor non-compliance escalation for potential force placement and facilitate force-placed insurance
• Review casualty losses and advise clients on insurance coverage and loss proceeds requirements
• Assist with new loan setup, significant events, loan transfers, flood zone monitoring, audit data gathering, system enhancement testing and special projects
• Serve as an internal subject matter expert and resolve insurance-related discrepancies
• Update loan servicing systems, shared drives and lender applications thoroughly and timely
• Recommend process enhancements to improve efficiency
• Serve as primary insurance contact for an assigned portfolio
• Perform other duties as assigned