CRE Loan & Client Service Specialist II

Truist Financial Corporation; Atlanta (GA); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

401k plan

Paid time off

Job summary

Truist Financial Corporation is seeking a knowledgeable CCS professional to provide sales, service and loan support to bankers and CRE staff across client portfolios.

The role emphasizes accurate data, timely servicing, and collaboration with IRM partners to drive portfolio growth and client satisfaction. Regular first-shift work in the United States supports robust client engagement.

Qualifications

• The requirements include a High School diploma or equivalent education and related training.
• Five years of related experience, preferably within financial services.
• Two years of experience in a CCS role, or similar.
• Demonstrated ability to identify, analyze and resolve issues independently.
• Advanced knowledge of related systems and processes.
• Good communication skills, both written and verbal, with clients and contacts.
• Good organizational skills and ability to complete CCS training.
• Proficiency in basic computer applications, such as Microsoft Office.

Responsibilities

• Provide sales support to bankers, maintain pipeline accuracy and client contact strategy.
• Support portfolio growth by recognizing referral opportunities and coordinating with IRM partners.
• Assist in general servicing of CRE loans, deposits and fee services, including forms and documentation.
• Assist bankers with portfolio management, reports, and data accuracy.

Skills

Communication skills

Organizational skills

Problem solving

Analytical thinking

Education

High School diploma or equivalent

Associate’s degree (preferred)

Tools

Microsoft Office

Job description

Truist Financial Corporation is seeking a knowledgeable CCS professional to provide sales, service and loan support to bankers and CRE staff across client portfolios.

The role emphasizes accurate data, timely servicing, and collaboration with IRM partners to drive portfolio growth and client satisfaction. Regular first-shift work in the United States supports robust client engagement.