Production Transaction Manager
| Company | Truist |
|---|---|
| Location | Frisco, TX, USA, Dallas, TX, USA, Charlotte, NC, USA, Atlanta, GA, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s, Master’s, MBA |
| Experience Level | Senior |
Requirements
- Bachelor’s degree in business, or equivalent education and related training.
- Five years of relevant experience within the commercial real estate finance industry.
- 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.
Responsibilities
- Assist in all aspects of loan executions both agency and non-agency.
- On ALL transactions act as the primary point of contact for Coverage 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.
- For Non-Agency execution: TM will work closely with Coverage Banker, Head of Production and FCS Team to determine the best source of capital.
- Work with support staff, underwriting and credit in the preparation of the preliminary and final loan submissions.
- Work with Coverage Banker and Analysts to maintain client/pipeline data in Salesforce.
- Drive revenue through the origination of balance sheet loans from various lines of business within Truist Wholesale.
- Serve in an advisory capacity to clients on capital structure, deal structure, and optimal execution.
- Prepare marketing materials and advise Truist partners on debt product solutions.
- Serve as the external point of contact for the Truist client set desiring short-term financing with an intended GSE repayment.
Preferred Qualifications
- 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.