Essential Duties and Responsibilities
The following outlines the core responsibilities of this position. Additional duties may be assigned as business needs evolve:
1. Portfolio Management Oversee performance and monitoring activities for assigned portfolio, including client risk assessments, compliance with risk monitoring requirements, and analysis of industry and market trends.
2. Credit Underwriting & Structuring Lead due diligence, develop credit underwriting, and structure new transactions, renewals, and reviews. Provide independent recommendations and author initial risk assessments based on expertise.
3. Client Relationship Management Serve as a primary point of contact for clients and internal stakeholders regarding portfolio matters, which may include site visits and meetings with client management teams.
4. Credit Presentation Leadership Prepare and present credit proposals, leading discussions with Credit Officers and other decision-makers.
5. Industry Expertise Act as a subject matter expert in real estate underwriting, maintaining a deep understanding of current market conditions and emerging trends.
6. Team Development Mentor and coach junior analysts, fostering professional growth and knowledge sharing.
QUALIFICATIONS Required Qualifications
Minimum 3 years of experience in commercial real estate finance, including asset management, underwriting, portfolio administration, syndicated loan transactions, and/or credit decision-making.
Strong knowledge of loan documentation, covenants, corporate accounting, and financial statement analysis.
Excellent verbal and written communication skills.
Advanced analytical and problem-solving abilities with a solid understanding of commercial real estate and credit principles.
Ability to manage multiple priorities under tight deadlines.
Proven success in collaborative team environments.
Bachelor’s degree in Finance, Accounting, Economics, Business, or equivalent education and experience.
Proficiency in Microsoft Office applications.
Preferred Qualifications
Prefer 5+ years experience in commercial real estate finance.
Experience within a regulated financial institution with strong knowledge of compliance, policies, and procedures.
Advanced degree (MBA, master’s in real estate finance, accounting, or related field).
Experience with ARGUS software, Advanced Excel modeling, and familiarity with third-party real estate data sources (CoStar, REIS, Axiometrics).
Optional: FINRA Securities licensure (Series 79 and Series 63).
#Atlanta
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.
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1. Portfolio Management Oversee performance and monitoring activities for assigned portfolio, including client risk assessments, compliance with risk monitoring requirements, and analysis of industry and market trends.
2. Credit Underwriting & Structuring Lead due diligence, develop credit underwriting, and structure new transactions, renewals, and reviews. Provide independent recommendations and author initial risk assessments based on expertise.
3. Client Relationship Management Serve as a primary point of contact for clients and internal stakeholders regarding portfolio matters, which may include site visits and meetings with client management teams.
4. Credit Presentation Leadership Prepare and present credit proposals, leading discussions with Credit Officers and other decision-makers.
5. Industry Expertise Act as a subject matter expert in real estate underwriting, maintaining a deep understanding of current market conditions and emerging trends.
6. Team Development Mentor and coach junior analysts, fostering professional growth and knowledge sharing.
QUALIFICATIONS Required Qualifications
Minimum 3 years of experience in commercial real estate finance, including asset management, underwriting, portfolio administration, syndicated loan transactions, and/or credit decision-making.
Strong knowledge of loan documentation, covenants, corporate accounting, and financial statement analysis.
Excellent verbal and written communication skills.
Advanced analytical and problem-solving abilities with a solid understanding of commercial real estate and credit principles.
Ability to manage multiple priorities under tight deadlines.
Proven success in collaborative team environments.
Bachelor’s degree in Finance, Accounting, Economics, Business, or equivalent education and experience.
Proficiency in Microsoft Office applications.
Preferred Qualifications
Prefer 5+ years experience in commercial real estate finance.
Experience within a regulated financial institution with strong knowledge of compliance, policies, and procedures.
Advanced degree (MBA, master’s in real estate finance, accounting, or related field).
Experience with ARGUS software, Advanced Excel modeling, and familiarity with third-party real estate data sources (CoStar, REIS, Axiometrics).
Optional: FINRA Securities licensure (Series 79 and Series 63).
#Atlanta
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.
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