Capital Markets Real Estate Transaction Manager- Agency/Multifamily

Regions Bank•Tampa, FL

About The Position

At Regions, the Real Estate Transaction Manager works within the Real Estate Capital Markets Project Finance Group (RECMPF), managing transactional due diligence, closing, and distribution efforts. This includes overseeing due diligence efforts after transaction engagement, as well as distribution activities post transaction closing. The RECMPF Group is housed within the Capital Markets Group of Regions Bank and provides client-specific off-balance sheet financing solutions through its various Agency Products – Fannie Mae, Freddie Mac, and HUD.

Requirements

Bachelor's degree in accounting, finance or related field
Six (6) years of agency lending and commercial real estate experience
Ability to offer concise analysis of relationships, identifying key risks
Ability to work collaboratively with multiple stakeholders
Demonstrated strong analytical and problem-solving skills
Excellent customer service skills
Proficient Excel skills
Proficient in Microsoft Office Products
Strong verbal and written communication skills
Strong quantitative skills
Well organized, detail-oriented, and ability to multi-task

Nice To Haves

Master Business Administration
Prior experience with contract negotiations, risk management, and legal documents
Prior experience with Fannie Mae and Freddie Mac

Responsibilities

Works with deal team to manage transactions from initial screening to underwriting handoff
Collects, reviews, and analyzes financial exhibits & market data for debt structure modeling in Excel
Performs the loan analysis on standardized templates, and communicates preliminary sizing and pricing based on business unit and GSE policies
Reviews borrower pro-formas and identify key issues/risks to address upfront
Develops multifamily real estate knowledge through ongoing training and active participation in industry seminars and symposiums
Conducts preliminary credit reviews
Assists with due diligence, data input, information collection efforts
Completes market research through third party information sources
Coordinates with the originator and the underwriting department in the processing of the applications
Maintains a current and comprehensive knowledge of various Lending Program Guidelines, including Freddie Mac Conventional, SBL, and Fannie Mae Small Balance/DUS
Tracks all transaction activity and timeline from origination through closing
Acts as a liaison between borrower, production, and underwriting staff
Serves as a subject matter expert for transactions and acts as the primary contact regarding operational questions, issues, or concerns