Truist Financial
Sheffield Dealer Discount Specialist II
Truist Financial, Winston Salem, North Carolina, United States, 27104
Truist Financial – Sheffield Dealer Discount Specialist II
Location:
Winston-Salem, NC |
Employment Type:
Full Time |
Date Posted:
01/06/2026
Job Description Review and process new loan packages submitted by dealer clients for loan proceeds disbursement and new account boarding. Ensure all required and requested paperwork is received and properly documented. Handle escalated calls, provide problem resolution, and support all departmental functions to deliver a Perfect Client Experience (PCE) by telephone while adhering to bank policies and Truist values.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Deliver world‑class client service leadership by answering telephone inquiries timely, accurately, and professionally.
Attach new loan packages and supporting documentation to the appropriate application file.
Review, verify, and board loan packages according to Loan Verification guidelines, including:
Loan request application
Completed signed loan documents
Co‑signer, guaranty agreement, or chattel agreements
Additional products such as gap insurance, extended warranties, tire/wheel or theft protection services
Dealer sales invoice
Collateral information recording
Customer identification
Provide key support, research, and problem resolution to dealer clients.
Deliver and provide training, coaching, and mentoring for Sheffield Dealer Discount I position staff.
Perform supplemental department business processes and reporting as delegated by team leader or manager.
Track, manage, and cure loan packages identified as incomplete or containing discrepancies.
Execute commodity checks via telephone communication to new customers.
Assist in attaching dealer loan proceeds confirmations to loan application files.
QUALIFICATIONS
Associate’s degree or equivalent education and training.
Five years of related experience.
Ability to work independently and in a team‑oriented environment.
Excellent attention to detail and accuracy.
Ability to perform in a fast‑paced, highly dynamic environment.
Demonstrated time‑management skills and resourcefulness to multitask.
Working knowledge of organizational systems and policies related to job duties.
Aptitude to comprehend the retail sales financing process cycle from application submission to account servicing.
Ability to work with minimal supervision.
Effective communication skills.
Proficiency in basic computer applications, such as Microsoft Office.
Benefits (for eligible employees) Medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax‑preferred savings accounts, and a 401(k) plan. Eligible teammates receive at least 10 days of vacation, 10 sick days, and paid holidays. Additional benefits may include a defined benefit pension plan, restricted stock units, and a deferred compensation plan, depending on the division and position.
EEO Statement Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship, or national origin, age, sexual orientation, gender identity, disability, veteran status, or any other classification protected by law. Truist is a Drug‑Free Workplace.
EEO is the Law | E-Verify | IER Right to Work
Contact Information Company Name:
Truist Financial Website:
https://careers.truist.com/us/en/job/
Accessibility If you have a disability and need assistance with the application, request a reasonable accommodation by emailing
Accessibility
(accommodation requests only; other inquiries will not receive a response).
#J-18808-Ljbffr
Location:
Winston-Salem, NC |
Employment Type:
Full Time |
Date Posted:
01/06/2026
Job Description Review and process new loan packages submitted by dealer clients for loan proceeds disbursement and new account boarding. Ensure all required and requested paperwork is received and properly documented. Handle escalated calls, provide problem resolution, and support all departmental functions to deliver a Perfect Client Experience (PCE) by telephone while adhering to bank policies and Truist values.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Deliver world‑class client service leadership by answering telephone inquiries timely, accurately, and professionally.
Attach new loan packages and supporting documentation to the appropriate application file.
Review, verify, and board loan packages according to Loan Verification guidelines, including:
Loan request application
Completed signed loan documents
Co‑signer, guaranty agreement, or chattel agreements
Additional products such as gap insurance, extended warranties, tire/wheel or theft protection services
Dealer sales invoice
Collateral information recording
Customer identification
Provide key support, research, and problem resolution to dealer clients.
Deliver and provide training, coaching, and mentoring for Sheffield Dealer Discount I position staff.
Perform supplemental department business processes and reporting as delegated by team leader or manager.
Track, manage, and cure loan packages identified as incomplete or containing discrepancies.
Execute commodity checks via telephone communication to new customers.
Assist in attaching dealer loan proceeds confirmations to loan application files.
QUALIFICATIONS
Associate’s degree or equivalent education and training.
Five years of related experience.
Ability to work independently and in a team‑oriented environment.
Excellent attention to detail and accuracy.
Ability to perform in a fast‑paced, highly dynamic environment.
Demonstrated time‑management skills and resourcefulness to multitask.
Working knowledge of organizational systems and policies related to job duties.
Aptitude to comprehend the retail sales financing process cycle from application submission to account servicing.
Ability to work with minimal supervision.
Effective communication skills.
Proficiency in basic computer applications, such as Microsoft Office.
Benefits (for eligible employees) Medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax‑preferred savings accounts, and a 401(k) plan. Eligible teammates receive at least 10 days of vacation, 10 sick days, and paid holidays. Additional benefits may include a defined benefit pension plan, restricted stock units, and a deferred compensation plan, depending on the division and position.
EEO Statement Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship, or national origin, age, sexual orientation, gender identity, disability, veteran status, or any other classification protected by law. Truist is a Drug‑Free Workplace.
EEO is the Law | E-Verify | IER Right to Work
Contact Information Company Name:
Truist Financial Website:
https://careers.truist.com/us/en/job/
Accessibility If you have a disability and need assistance with the application, request a reasonable accommodation by emailing
Accessibility
(accommodation requests only; other inquiries will not receive a response).
#J-18808-Ljbffr