Truist Financial

Head of Wholesale Lending and Sales Enablement Service Delivery

Truist Financial$150K — $180K *
Finance & Insurance
11 - 15 years of experience
Job Overview by Ladders

Qualifications

  • 15+ years of large-scale management experience in operations
  • Bachelor's degree in business, Accounting, or related field
  • Proven leadership and strategic planning skills
  • Strong stakeholder management and influencing skills
  • Exceptional analytical and problem-solving abilities
  • Strong leadership and talent management skills

Responsibilities

  • Define and drive strategic direction for Wholesale Lending and Sales Enablement Service Delivery
  • Oversee strategic planning and enhancement of operational processes and technology solutions
  • Lead identification and scaling of AI-driven solutions and automation initiatives
  • Partner with senior leaders to modernize operations and drive strategic initiatives
  • Develop and maintain risk governance and operational risk management systems
  • Communicate strategic vision and drive teammate engagement and accountability
  • Develop teammates with a focus on building a diverse and high-performing team

Benefits

  • Opportunities for career development and advancement
  • Commitment to diversity, equity, and inclusion
  • Supportive team culture with a focus on innovation
  • Access to training and coaching for professional growth
  • Flexible work arrangements across onshore and offshore teams
Full Job Description
The Head of Wholesale Lending and Sales Enablement Service Delivery leads end-to-end operational delivery for Wholesale and Small Business Lending The Head of Wholesale Lending and Sales Enablement Service Delivery leads end-to-end operational delivery for Wholesale and Small Business Lending Operations, spanning origination support, documentation, funding, booking, administration, and life-of-loan servicing, including Wholesale Document Custody Vault support. This transformative leader sets and executes the strategic vision for these functions across all major client segments, ensuring reliable, controlled, and client-focused service for internal and external partners. The role drives modernization and automation across the value stream and maintains risk governance and operational risk management, including audit and regulatory readiness. With deep expertise in banking operations, lending servicing, risk, automation, and analytics, the leader partners with senior business, technology, and control leaders to align delivery with strategic goals, foster continuous improvement, and build a diverse, high-performing team across onshore and offshore locations. By leveraging technology, data, offshore governance, and BPO and vendor partnerships, the role keeps the bank competitive, efficient, and responsive to evolving market needs. Scope at a glance: The organization provides centralized fulfillment, life-of-loan servicing, quality assurance, collateral management, construction lending support, agency services, loan trading settlement, regulatory reporting, and system enablement across bilateral, agented, syndicated, wholesale, and small business portfolios - delivered through a distributed onshore and offshore workforce supported by BPO and strategic vendor partnerships. 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. 1. Defines and drives the strategic direction, mission, and purpose for Wholesale Lending and Sales Enablement Service Delivery and execution of processes, programs, and governance to support origination, documentation, funding, booking, administration, and servicing of Wholesale and Small Business lending products, including support for Wholesale Document Custody Vaults. 2. Oversee the strategic planning, selection, implementation, and enhancement of processes, systems, and technology solutions to support assigned operational units ensuring alignment with enterprise goals and delivering measurable improvements in client satisfaction, operational efficiency, and risk mitigation. 3. Leads the identification, piloting, and scaling of AI-driven solutions and automation initiatives, integrating technology, data, and operations to deliver tangible improvements in workflow efficiency, risk reduction, and client experience. 4. Partners with senior leaders across Wholesale, Technology, Data, and Operations, as well as other key stakeholders, to modernize operations, drive strategic initiatives, and foster a culture of innovation and continuous improvement. 5. Develops and maintains effective risk governance and operational risk management systems and processes for Wholesale Lending and Sales Enablement Service Delivery. 6. Communicates strategic vision, mission, and values, driving teammate engagement and accountability for effective execution of service delivery objectives. 7. Leads and guides the development of teammates, with a focus on succession planning, diversity, equity, and inclusion, and building a resilient, high-performing team through selection, training, coaching, and performance management. 8. Drives transformation and continuous improvement by benchmarking against industry best practices, adopting emerging strategies, and fostering a culture of operational excellence. 9. Stays abreast of market issues and trends, maintaining up-to-date knowledge on all Truist credit and lending policies, procedures, and regulations. 10. Champions the voice of the client in service delivery and process improvement, ensuring that client needs and feedback are embedded in operational strategies and enhancements. 11. Ensures full utilization of vendors' evolving capabilities; drives adoption of tools and digital capabilities to maximize the full value of strategic partnerships, both onshore and offshore. Qualifications Required Qualifications • 15+ years of large-scale management experience in operations related function• Bachelor's degree in business, Accounting, or related field, or equivalent education and training • Proven leadership, innovation, and strategic planning skills across a broad scope of operational areas, as well as a creative approach to process management. • Strong stakeholder management and influencing skills • Exceptional analytical and problem-solving abilities • Ability to engage and manage senior stakeholders with a focus on action and innovation • Ability to drive adoption of tools/digital capabilities to maximize the full value of strategic partnerships, both on and offshore. • Strong leadership and talent management skills Preferred Qualifications • 20+ years managing a large, enterprise scale, operations team • Master's degree in business administration, finance, or accounting. Participation/leadership within industry trade associations or relevant industry groups• Prior experience with global process management and workforce management to include either building offshore teams and/or managing global teams in direct or matrixed environment. Note that this position is open to the following Truist offices: Greensboro, NC, Wilson, NC, Charlotte, NC, and Atlanta, GA.

About Truist Financial

Truist Financial Careers

Join the dynamic team at Truist Financial, a leader in the financial services sector, and propel your career to new heights. At Truist Financial, we offer more than just job opportunities; we provide a platform for professional growth and innovation in an environment that values diversity and leadership.

Why Truist Financial?

At Truist Financial, we are committed to building a diverse and inclusive workplace where every team member is empowered to contribute their unique skills and perspectives. We believe that our strength lies in our diversity, and we are dedicated to fostering a culture that embraces the differences that make each of us unique.

Explore a World of Opportunities

Whether you're seeking your first internship or a seasoned professional looking to advance your career, Truist Financial offers a range of employment opportunities across various disciplines. Our team is growing, and we are constantly looking for talented individuals who are eager to make an impact.

Innovate and Lead

Join us and be part of a culture of innovation where your ideas can help shape the future of banking. At Truist Financial, you’ll work alongside industry leaders and have access to cutting-edge resources that foster continuous professional development and innovation.

Develop Your Career

Truist Financial is deeply invested in the career progression of our employees. We offer robust training programs, including leadership development and diversity training, to ensure you have the tools needed to succeed. Our commitment to your growth is reflected in our comprehensive benefits package, designed to support you both professionally and personally.

Networking and Professional Development

Enhance your professional network and connect with like-minded colleagues through our various networking events and community engagement initiatives. At Truist Financial, we believe in the power of connections and the impact they can have on your career.

Join Our Team

Ready to take the next step in your career? Explore the current job openings at Truist Financial. We are hiring across multiple departments, looking for passionate, curious, and innovative individuals to join our team. Check out our available positions and find the one that best matches your skills and interests.

Prepare for Your Interview

Make a great first impression. Visit our Careers page for tips on how to craft a compelling resume and succeed in your interview at Truist Financial. We are excited to see how you can contribute to our team and help us drive the future of banking.

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Learn more about Truist Financial
Size
50,283 employees
Market Cap
$56.6 billion
Industry
5 Year Trend
+14.3%
NASDAQ

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