Investor Reporting Senior Analyst

Truist Bank
Greenville, SC Full Time
POSTED ON 4/25/2024

Language Fluency: English (Required)


Work Shift:

1st shift (United States of America)

Job Grade:

107

Please review the following job description:

Participates in the operational effectiveness and continuous improvement of Servicing Financial Controls through the aggregation, calculation and analysis of data and reports. Effectively summarizes and presents findings and project results. Demonstrates ability to be insightful and deal with complex issues.

Essential Duties and Responsibilities

Following is a summary of the essential functions for this job.  Other duties may be performed, both major and minor, which are not mentioned below.  Specific activities may change from time to time. 

Support the day-to-day needs of Mortgage Lending by providing data analysis, project deliverables, risk management and operational needs to achieve strategic objectives with intermittent supervision.      Perform analysis of findings and trends using statistics, modeling, process documentation and profitability analysis. Determine and recommend the most appropriate response to identified complex problems, issues and/or defects by assessing impact and prioritization. Collaborate with stakeholders, including but not limited to, Origination, Servicing, Secondary Marketing, Mortgage Lending, to build consensus, prioritize request, and resolve issues. Coordinate with various business and technology units to define business requirements and determine specifications. Organize testing and implementation activities. Develop, execute and effectively summarize reporting deliverables to internal/external partners Review processes to identify potential areas of improvement. Keep abreast of changing regulatory rules, procedures, and industry trends.  Be able to understand and communicate impacts. Performs work independently and completes other duties as assigned while demonstrating Truist values.

Qualifications

Required Qualifications:

The requirements listed below are representative of the knowledge, skill and/or ability required.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Bachelor’s degree in Accounting, Finance, Mathematics, or Economics, or equivalent education and related training or experience Minimum of four or more years of experience in a related field. Advanced reporting and analytical skills. Perform work autonomy, independent of day-to-day management. Mature written and verbal communication. Key Software proficiency (e.g. MS Office, Database, Imaging Systems). Conceptual ability to analyze problems and devise solutions. Ability and willingness to learn and adapt as the needs of the job change. Ability to present to management as needed.

Other Job Requirements / Working Conditions

Sitting/Standing/Walking/Bending/Lifting

þ      Sitting (if checked, indicate frequency)

                           Constantly (More than 50% of the time)

þ       Standing (if checked, indicate frequency)

                           Occasionally (Less than 25% of the time)

þ      Walking (if checked, indicate frequency)

                        Occasionally (Less than 25% of the time)    
þ      Bending (if checked, indicate frequency)

                        Occasionally (Less than 25% of the time)
þ      Lifting (if checked, indicate pounds)

                            Up to 25 lbs.

þ   Visual / Audio / Speaking

Able to access and interpret client information received from the computer and able to hear and speak with individuals in person and on the phone.

þ   Manual Dexterity / Keyboarding

Able to work standard office equipment, including PC keyboard and mouse, copy/fax machines, and printers.

þ   Availability

Able to work all hours scheduled, including overtime as directed by manager/supervisor and required by business need. Ability to work remote as necessary.

þ   Travel (Must select one)

Minimal and up to 10%

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

Salary.com Estimation for Investor Reporting Senior Analyst in Greenville, SC
$73,522 to $91,714
If your compensation planning software is too rigid to deploy winning incentive strategies, it’s time to find an adaptable solution. Compensation Planning
Enhance your organization's compensation strategy with salary data sets that HR and team managers can use to pay your staff right. Surveys & Data Sets

Sign up to receive alerts about other jobs that are on the Investor Reporting Senior Analyst career path.

Click the checkbox next to the jobs that you are interested in.

Income Estimation: 
$92,722 - $114,838
Income Estimation: 
$112,862 - $144,046
Income Estimation: 
$73,555 - $92,486
Income Estimation: 
$92,722 - $114,838
Income Estimation: 
$66,832 - $83,159
Income Estimation: 
$65,786 - $93,511
Income Estimation: 
$83,455 - $104,410
Income Estimation: 
$123,684 - $171,306
Income Estimation: 
$83,455 - $104,410
Income Estimation: 
$65,786 - $93,511
Income Estimation: 
$102,693 - $132,580
Income Estimation: 
$123,684 - $171,306

Sign up to receive alerts about other jobs with skills like those required for the Investor Reporting Senior Analyst.

Click the checkbox next to the jobs that you are interested in.

  • Account Reconciliation Skill

    • Income Estimation: $89,072 - $138,651
    • Income Estimation: $88,890 - $119,000
  • SAP Asap Methodology Skill

    • Income Estimation: $149,347 - $198,159
View Core, Job Family, and Industry Job Skills and Competency Data for more than 15,000 Job Titles Skills Library

Job openings at Truist Bank

Truist Bank
Hired Organization Address Washington, DC Full Time
Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Job Grade: 109 Please review the f...
Truist Bank
Hired Organization Address Moundsville, WV Part Time
Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Job Grade: 103 Please review the f...
Truist Bank
Hired Organization Address Hills, AL Full Time
Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Job Grade: 103 Please review the f...
Truist Bank
Hired Organization Address Mobile, AL Full Time
Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Job Grade: 110 Please review the f...

Not the job you're looking for? Here are some other Investor Reporting Senior Analyst jobs in the Greenville, SC area that may be a better fit.

Analyst - Supplier Compliance and Reporting  (IMDS)

JTEKT North America, Greenville, SC

Investor Engagement Manager

Greenville Chamber, Greenville, SC