Affordable Team Transaction Manager
Location: Multiple locations
Employment Type: Regular
Role Summary
Partner with CRE Mortgage Bankers in processing all potential loans (both agency and non-agency execution). Manage the 2-3 analyst pool to sufficiently train and develop them along with managing their workload.
What You'll Do
- Work on all aspects of loan executions both agency and non-agency
- Partner with CRE Mortgage Banker to pitch various execution options, identifying the best execution outcomes for various products, and act as product specialist across an array of various products
- Act as the primary point of contact for CRE Mortgage Bankers on all transactions, evaluating the loan opportunity to assess if the loan is Agency eligible or not
- For Agency execution: Partner with Agency Underwriters to underwrite and size the transaction and manage the process from start to finish
- For Non-Agency execution: Work closely with Mortgage Banker, Head of Production and FCS Team to determine the best source of capital, and manage the process from start to finish once a capital provider is chosen
- Work with support staff, underwriting and credit in the preparation of the preliminary and final loan submissions
- Work with CRE Mortgage Bankers and Analysts to maintain client and pipeline data in Salesforce
Required Qualifications
- Bachelor's degree in business or equivalent education and related training
- Seven years of relevant experience within the commercial real estate finance industry
- Solid understanding and experience in commercial real estate and/or commercial real estate finance
- Excellent written and verbal communication skills
- Strong computer skills, including proficiency in Microsoft Word, Microsoft Excel, and Microsoft PowerPoint
- Excellent organizational skills, attention to detail and drive to succeed
- Ability to organize, direct and motivate others
- Ability to meet deadlines
- Capability to simultaneously handle a variety of assignments
- Ability to travel, including overnight
Preferred Qualifications
- Master of Business Administration (MBA) or Master's degree in Finance or Real Estate
- Proficiency in Salesforce, CoStar, Trepp and Argus
- Deep understanding of Fannie Mae and Freddie Mac lending programs
Benefits
Medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and 401(k) plan. Regular teammates working 20 hours or more per week 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. 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.
Additional Information
Language Fluency: English (Required)
Work Shift: 1st shift (United States of America)
Equal Opportunity 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 other classification protected by law. Truist is a Drug Free Workplace.
