Associate - CRE Asset Management
Truist Inc, Atlanta, GA, United States
Commercial Real Estate Banking Portfolio Manager
Responsible for asset management, credit underwriting, and ongoing servicing for a large, specialized commercial real estate banking portfolio. This role involves delivering debt products to Real Estate Investment Trusts (REITs) and institutional private capital groups, supporting the credit needs of commercial property owners and investors nationwide. Essential duties and responsibilities include: Portfolio management Credit underwriting & structuring Client relationship management Credit presentation leadership Industry expertise Team development Required qualifications: Minimum 3 years of experience in commercial real estate finance 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) 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.
Responsible for asset management, credit underwriting, and ongoing servicing for a large, specialized commercial real estate banking portfolio. This role involves delivering debt products to Real Estate Investment Trusts (REITs) and institutional private capital groups, supporting the credit needs of commercial property owners and investors nationwide. Essential duties and responsibilities include: Portfolio management Credit underwriting & structuring Client relationship management Credit presentation leadership Industry expertise Team development Required qualifications: Minimum 3 years of experience in commercial real estate finance 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) 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.