Affordable Team Transaction Manager - Grandbridge Real Estate Capital

Truist Bank•Atlanta, GA

7d•Onsite

About The Position

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. This role involves working on all aspects of loan executions, pitching various execution options, and acting as the primary point of contact for CRE Mortgage Bankers to evaluate loan opportunities. For Agency execution, the role involves partnering with Agency Underwriters to underwrite and size the transaction, managing the process from start to finish. For Non-Agency execution, the role requires working closely with the Mortgage Banker, Head of Production, and FCS Team to determine the best source of capital, and then managing the process from start to finish once a capital provider is chosen. The role also includes working with support staff, underwriting, and credit in preparing loan submissions, and maintaining client/pipeline data in Salesforce.

Requirements

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.

Nice To Haves

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.

Responsibilities

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. Act as product specialist across an array of various products.
Act as the primary point of contact for the CRE Mortgage Bankers, 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. 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. Once a capital provider is chosen, manage the process from start to finish.
Work with support staff, underwriting and credit in the preparation of the preliminary and final loan submissions.
Work with the CRE Mortgage Bankers and Analysts to maintain client/pipeline data in Salesforce.
Manage the 2-3 analyst pool to sufficiently train and develop them along with managing their workload.