CRE Client Service & Loan Support Specialist

Truist Financial Corporation; Fort Lauderdale (FL); On-site; USD 52,000 - 75,000; Full time

Benefits offered by this job

Medical, dental, vision

401k plan

Paid vacation and sick days

Paid holidays

Job summary

Truist Financial Corporation in Fort Lauderdale is seeking a Sales, Service and Loan Support Specialist to assist bankers and CRE staff. You will help manage pipelines, onboard deposits, and support client accounts while maintaining accurate CRM data.

The role requires five years of related experience, at least two in a CCS function, strong communication and organizational skills, and proficiency with Microsoft Office. Regular full-time position with benefits.

Qualifications

• High School diploma or equivalent required.
• Five years of related experience in financial services.
• Two years in CCS role or similar.
• Strong communication and organizational skills.
• Proficiency in Microsoft Office software.

Responsibilities

• Provide sales support to bankers, including pipeline accuracy, call preparation, and onboarding deposits.
• Assist in servicing CRE loans, deposits, and treasury-related tasks, including forms and documentation.
• Assist bankers with portfolio management and data accuracy; monitor reports and escalate as needed.
• Support loan processes and ensure regulatory compliance in communications with clients.

Skills

Related experience

CCS role experience

Communication skills

Organizational skills

MS Office

Education

High School diploma

Associate’s degree

Tools

MS Office

Job description

Truist Financial Corporation in Fort Lauderdale is seeking a Sales, Service and Loan Support Specialist to assist bankers and CRE staff. You will help manage pipelines, onboard deposits, and support client accounts while maintaining accurate CRM data.

The role requires five years of related experience, at least two in a CCS function, strong communication and organizational skills, and proficiency with Microsoft Office. Regular full-time position with benefits.