Associate - CRE Asset Management

Truist Bank • Atlanta, GA

11d

About The Position

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.

Requirements

• 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.

Nice To Haves

• 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).

Responsibilities

• 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.
• 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.
• 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.
• Credit Presentation Leadership: Prepare and present credit proposals, leading discussions with Credit Officers and other decision-makers.
• Industry Expertise: Act as a subject matter expert in real estate underwriting, maintaining a deep understanding of current market conditions and emerging trends.
• Team Development: Mentor and coach junior analysts, fostering professional growth and knowledge sharing.

Benefits

• 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.
• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees