Portfolio Risk & Data Operations Analyst I

Truist; Orlando (FL); On-site; USD 52,000 - 76,000; Full time

Benefits offered by this job

Medical

Dental

Vision

Life insurance

Disability

401k plan

Paid holidays

Vacation days

Job summary

Truist in Orlando is seeking a detail-oriented operations data analyst to monitor and report daily data related to specialized transactions, portfolio management activities, and quality issues.

Responsibilities include collaborating with Portfolio Managers, processing lending disclosures, monitoring fraud alerts, and maintaining data databases to identify trends and improve processes. Strong analytical skills and professional client interaction are essential.

Qualifications

• > High School Diploma or equivalent and 3 years banking operations or retail branch banking experience with an emphasis on research and analytical concepts
• "> Proficient with Microsoft Office and other bank applications necessary for research and reporting
• "> Strong communications and organizational skills
• "> Ability to interact with clients in a professional manner

Responsibilities

• Collaborate with all Portfolio Managers to support activities associated with the complete portfolio management process including lettering, tickler management, research, trigger activity and delinquency monitoring
• Monitor and process Adverse Action Letters and/or Disclosures for Centralized Lending within established regulatory guidelines
• Monitor and clear Equifax Fraud alerts
• Monitor and process Permissible Purpose reports for all Centralized Lending Hubs within established regulatory guidelines. Ensure proper documentation was received prior to pulling client credit reports
• Create and maintain databases and management reports, interpreting data, and identifying trends

Skills

Microsoft Office

Research and analysis

Communication skills

Client interaction

Education

High School Diploma or equivalent

Associates degree in accounting/finance

Job description

Truist in Orlando is seeking a detail-oriented operations data analyst to monitor and report daily data related to specialized transactions, portfolio management activities, and quality issues.

Responsibilities include collaborating with Portfolio Managers, processing lending disclosures, monitoring fraud alerts, and maintaining data databases to identify trends and improve processes. Strong analytical skills and professional client interaction are essential.