Commercial Real Estate Loan Support Specialist II

Truist Financial Corporation; Charlotte (NC); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

401(k) plan

Paid vacation and sick leave

Job summary

Truist Financial Corporation in Charlotte, NC seeks a Sales/Service/Loan Support professional to assist bankers, CRE staff and leaders with client outreach, portfolio servicing and loan processing. The role emphasizes accuracy, timely communication and compliance with banking regulations.

The position requires strong communication, organizational and analytical skills, plus proficiency in Microsoft Office and CRM tools. Regular on-site work supports a busy commercial real estate team.

Qualifications

• Strong communication and organizational abilities.
• Ability to analyze issues and resolve them independently.
• Proficiency with Microsoft Office and related systems.
• Experience with CRM data, reporting and client interaction workflows.

Responsibilities

• Provide sales, service and loan support to bankers and CRE staff.
• Assist with portfolio growth through referral opportunities and client outreach.
• Support reporting, meetings and data accuracy across the team.
• Ensure timely servicing of CRE loans, deposits and treasury tasks.
• Assist in loan processing and adherence to regulatory requirements.

Skills

Communication skills

Organizational skills

Analytical skills

Microsoft Office

Education

High School diploma

Associate’s degree in related field

Tools

CRM systems

Microsoft Office

Job description

Truist Financial Corporation in Charlotte, NC seeks a Sales/Service/Loan Support professional to assist bankers, CRE staff and leaders with client outreach, portfolio servicing and loan processing. The role emphasizes accuracy, timely communication and compliance with banking regulations.

The position requires strong communication, organizational and analytical skills, plus proficiency in Microsoft Office and CRM tools. Regular on-site work supports a busy commercial real estate team.