Trust Operations Officer jobs in Raleigh, NC
Trust Operations Officer directs the work of Trust Operations team in large and complex trust operations. Ensures that transactions are balanced and documented according to policies and procedures. Being a Trust Operations Officer oversees the input and maintenance of data in accounting systems and report generation. Coordinates the processing of dividends and disbursements. Additionally, Trust Operations Officer may require a bachelor's degree. Typically reports to a manager. The Trust Operations Officer manages subordinate staff in the day-to-day performance of their jobs. True first level manager. Ensures that project/department milestones/goals are met and adhering to approved budgets. Has full authority for personnel actions. To be a Trust Operations Officer typically requires 5 years experience in the related area as an individual contributor. 1 - 3 years supervisory experience may be required. Extensive knowledge of the function and department processes. (Copyright 2024 Salary.com)
Recently Added Trust Operations Officer jobs
Loan Officer Assistant III
- Southern Bank and Trust
-
Rocky, NC
FULL_TIME
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Position: Loan Officer Assistant IIIReports To: Area Executive/City Executive/Branch Manager/Commercial Loan ManagerSupports: All branch lendersReports To This Position: NoneFLSA Status: Non-Exempt
Role Summary:
This position will provide all branch lending officers (retail and commercial) with a high level of administrative support to insure that all branch loans are closed and booked according to Bank policy, and in a timely and compliant manner. Responsibilities will include direct contact with loan customers, insurance agents, attorneys and others involved in loan closing and servicing to facilitate an efficient process flow. In addition this position will be very involved in the servicing of commercial and retail customers on an ongoing basis including the gathering of financial information, some basic spreading of information, preparing full banking proposals, meeting with customers/prospects to present information, handling simple retail loan requests, and coordinating strategic partner meetings.
Specific Job Functions (Duties/Responsibilities):
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Originate and process loan documentation for commercial, retail, mortgage, equity line and all other Bank open-end credits.
- Work closely with the Loan Officer and the customer from the start of the loan process to the closing of the loan.
- Prepare any attorneys’ letters and coordinate loan closing with attorney.
- Deliver and pick up loan closing packages when needed.
- Handle the loan disbursements with the Loan Officer’s approval.
- Prepare pertinent loan documents from final CCUS.
- Handle all credit insurance including flood insurance.
- Have a working knowledge of current regulations and Bank loan policies.
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Assist the loan officer(s) in keeping all operation and documentation requirements current.
- Monitor and advise when credits mature and process any renewals as approved by the Loan Officer.
- Contact the customer for any future required credit documentation upon discussion with the Loan Officer.
- Assist the Loan Officer(s) with the preparation of letters relative to the collection and/or maintenance of an account.
- Address customer concerns with Loan Officer(s), research issues and address customer needs as required.
- Annually gather financial information from existing customers and handling of basic spreading of the information in the portfolio analysis system.
- Originate and process simple retail loan requests for existing commercial customers to help in overall relationship development
- Assist in preparation and presentation of full banking proposals to new and existing customers along with the Commercial Banker.
- Coordinate and execute strategic partner meetings that will assist the Team in finding new referrals and referral sources.
- Perform other duties as assigned.
JOB REQUIREMENTS:
Knowledge/Skills/Abilities Required:
- Working knowledge of Bank lending processes, and loan documentation criteria with over 10 years of practical experience in these areas.
- Knowledge and background to be able to gather and spread financial information into Bank’s Financial Analysis System.
- Knowledge and background to origination and close simple retail loan requests for business owners as part of overall Commercial Banking Team’s efforts to sell the entire relationship.
- Responsible for representing the Bank to customers in a friendly, courteous and professional manner, and for providing prompt, efficient and accurate service in processing transactions.
- Actively refers the Bank’s products and services in a professional manner. Maintain an up-to-date knowledge of all Bank services and products, and encourage customers to use them as needed. Prepare and participate in meetings with new and existing customers along with Commercial Banker to develop full banking relationships. Display enthusiasm for Bank products and services and appropriately refer customers
- Organizational ability to plan for and execute on larger group meetings with Strategic Partners that will introduce the Bank as well as the development of new Referrals as well as Referral Sources.
- Knowledgeable of Bank lending and deposit regulations, and Bank loan policies.
- Experience with loan underwriting and processing software.
- Ability to effectively communicate with lenders, loan customers and others internally and externally to facilitate the lending process.
- Ability to handle sensitive information and information requests from loan customers within policy guidelines and while maintaining customer confidentiality.
- Strong written and oral communication skills.
- Ability to work independently with limited direct supervision.
Education/Experience Requirements:
- Associates degree or higher.
- Possess a minimum of 10 years previous lending, loan processing or equivalent experience.
- Good interpersonal and communications skills.
- Capable user of standard office equipment/software applications.
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Originate and process loan documentation for commercial, retail, mortgage, equity line and all other Bank open-end credits.
- 1 Day Ago
Operations Section (Operation Officer, Operation Specialist)
- Dynamic Service Solutions
-
Raleigh, NC
FULL_TIME
- Dynamic Service Solutions, LLC, a trusted partner in the government and private sectors in the U.S. and abroad, provides exceptional engineering and staffing services to support critical operations an...
- 26 Days Ago
Trust and Estate Planning Attorney
- Brady Cobin Law Group
-
Raleigh, NC
FULL_TIME
- About UsBrady | Cobin Law Group, PLLC, is a boutique firm located in Raleigh specializing in estate planning and administration, elder law, and estate litigation. We have a family-type atmosphere and ...
- 4 Days Ago
Sales Assistant Manager
- S_Operations
-
Goldsboro, NC
FULL_TIME
- Rent A Center Ready to do your best work? Interested in a minimum starting hourly rate of $17.50? Why should I apply in just a few clicks? Paid Time Off and Sundays Off -- We are Closed! Full-Time Emp...
- 4 Days Ago
• Project Manager • Operations Supervisor • Maintenance Supervisor • Safety Officer
- High Performance Solutions L.L.C.
-
Durham, NC
FULL_TIME
- High Performance Solutions is looking to fill the below positions for Research Triangle Park (RTP), NC Campus. Applicants are urged to submit their resumes for review. Project Manager • Operations Sup...
- 26 Days Ago
Tax Manager - Trust, Estate & Gift
- TJT
-
Raleigh, NC
FULL_TIME
- TJT is seeking a Tax Manager to help our Trust, Estate & Gift practice. As a T&E Tax Manager, you will focus on tax review and oversee all aspects of trust and gift tax planning and compliance. You wi...
- 2 Months Ago
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0 Trust Operations Officer jobs found in Raleigh, NC area
Sales Operations Administrator
- Varonis
-
Morrisville, NC
- Title: Sales Operations Administrator Department:G&A Summary As a Sales Operations Administrator, you will play a critic...
- 4/18/2024 12:00:00 AM
Office Assistant (Legislative and Central Staff Offices)
- North Carolina General Assembly
-
Raleigh, NC
- Job Description ***This is an in-person, non-remote position*** ***Recruitment Range: $39,500 - $41,500 Annually*** The ...
- 4/18/2024 12:00:00 AM
Chief Operating Officer
- Claire Myers Consulting
-
Raleigh, NC
- Compensation - $115,000-165,000 base salary commensurate with experience. Plus 10% annual bonus opportunity. Our client ...
- 4/17/2024 12:00:00 AM
Sales Operations Administrator
- Varonis
-
Morrisville, NC
- Title: Sales Operations Administrator Department:G&A Summary As a Sales Operations Administrator, you will play a critic...
- 4/17/2024 12:00:00 AM
Key Team Leader
- Dunhams Sports
-
Wilson, NC
- LOVE TO TALK SPORTS? Dunham's Sports, one of the largest full-line sporting goods chains in the U.S., was founded in 193...
- 4/17/2024 12:00:00 AM
Shipping & Receiving Clerk
- Pro Mach, Inc
-
Raleigh, NC
- ** Shipping & Receiving Clerk** **Job Category****:** Operations/Administration **Requisition Number****:** SHIPP005757 ...
- 4/16/2024 12:00:00 AM
Staffing Business Development (Staffing Services) EST or CST Remote
- Vector Talent Resources
-
Raleigh, NC
- Our Company: Vector Talent Resources is comprised of the industry's top recruiting talent that works aggressively and di...
- 4/16/2024 12:00:00 AM
VP of Practice Operations
- Insight Global
-
Cary, NC
- I hope you're doing well! Our client in Cary, NC is seeking a VP of Practice Operations to join their team full-time. Th...
- 4/16/2024 12:00:00 AM
About Raleigh, North Carolina
According to the United States Census Bureau, Raleigh occupies a total area of 144.0 square miles (373.0 km2), of which 142 square miles (369 km2) is land and 0.97 square miles (2.5 km2), or 0.76%, is covered by water. The Neuse River flows through the northeast end of the city.
Raleigh is located in the northeast central region of North Carolina, where the Piedmont and Atlantic Coastal Plain regions meet. This area is known as the "fall line" because it marks the elevation inland at which waterfalls begin to appear in creeks and rivers. As a result, most of Raleigh features gently rolling hil...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Trust Operations Officer jobs
$72,584 to $104,949
Raleigh, North Carolina area prices
were up 1.5% from a year ago
were up 1.5% from a year ago
What does a Trust Operations Officer do?
Trust Operations Officer in Atlantic City, NJ
Gold Trust Capital located at Nungua, Accra is seeking to recruit Assistant operations officer. JobSearchGh is creating transparency between you and the employers.
November 27, 2019
Trust Operations Officer in Green Bay, WI
Supervise an internal operations staff, including staffing, job assignment, staff evaluations and compensation.
February 16, 2020
Trust Operations Officer in San Bernardino, CA
The Sec & Derivatives Intmd Analyst is an intermediate level position responsible for processing orders and transactions originating from trading desks and branch offices in coordination with the Operations - Transaction Services team.
February 12, 2020