The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.
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If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response).
Regular or Temporary:
Regular
Language Fluency: English (Required)
Work Shift:
1st shift (United States of America)
Please review the following job description:
Underwrites credit exposure for Wholesale Banking clients and actively manages a Middle Market or CML portfolio. Includes day-to-day client interaction, managing portfolio risk and adheres to all regulatory and compliance guidelines. A critical component of this role is early identification of emerging credit problems and industry trends.
Essential Duties and Responsibilities
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
Underwriting: Leads the entire commercial underwriting process both internally and externally with prospects and clients. Underwrites and documents all prospect and client transactions. Possesses a mastery of client expertise, analyzes individual company performance and drives accurate ordering of real estate valuations, environmental assessments and Uniform Commercial Code (UCC) searches. Act as liaison with Commercial Fulfillment and Commercial Sales Assistant (CSA). Provides independent analysis of financial statements and business plans; identifies and mitigates key risks. Recommends and models appropriate loan structures and while maintaining expertise around the bank's suite of ancillary products. Is accountable for the risk evaluation and associated regulatory compliance requirements. May require specialized underwriting skills for Commercial and Industrial, Commercial Real Estate, Corporate Banking, Working Capital and other Truist product offerings.
Portfolio Management: Accountable for and manages assigned portfolio by monitoring performance and trends, identifying issues and following through for remediation. Responsible for risk rating integrity, annual reviews as well as financial statement spreading, compliance and regulatory review. Manages all amendment and waivers in the assigned portfolio. Is expected to be anticipatory, forward focused, independent, transparent and collaborative in identification, communication, and all aspects of management of risk.
Client Calling Effort: In conjunction with other internal product partners, applies knowledge of credit policy, pricing and structure to develop solutions that meet the client's needs and the Bank's risk acceptance criteria. Manage data integrity of all data inputs and outputs. Review and update loan systems information to ensure accuracy.
Span of Control: no direct reports, but encompasses regular communication with Clients and Prospects, Portfolio Management teammates, Relationship Managers, Credit Risk Managers, Credit Review partners, Technology, and other internal and external audit and examiner functions.
Decision-Making and Autonomy: Teammates in this role are charged with providing independent current and forward looking risk view on clients within the assigned clients/prospects and portfolio. They author independent risk recommendations including, but not limited to; risk rating, compliance, underwriting. The recommendation is finally approved by ultimate risk approval officer.
Problem Complexity: Complex. Portfolio Manager & Underwriters will be responsible for underwriting and management of significant client exposure.
Leadership / Influencing / Negotiating / Persuading: Yes, teammates in this position are required to develop an independent point of view and provide recommendations to appropriate decision makers. Expected to mentor all junior talent as well as LOB partners as appropriate. Project or Program Management: Must be able to handle a large portfolio of complex/levered clients in addition to taking a leadership role in activities outside of day-to-day portfolio responsibilities that benefit the PM platform as a whole. Nature and Area of Impact, including Risk: Must deliver solid credit and underwriting analyses and risk rating recommendations. Key risk drivers are credit and operational.
Qualifications
Required Qualifications:
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
* Bachelor's Degree in Finance or related field and at least 5+years of related training and experience in commercial credit analysis.
* Mastery level proficiency with MS Office Desktop applications.
* Strong interpersonal skills and solid written/verbal communication are essential.
* Sound credit skills essential.
* Must have strong attention to detail.
* Ability to prioritize workflow and multi-task in a fast-paced environment.
Preferred Qualifications:
* Has successfully held similar role with commercial financial institution or like experience.
* Industry or sub-sector expertise.
* Mastery of Truist Bank operating systems inclusive of COMPASS and other Commercial applications (i.e. MRA, salesforce.com, nCino)
#Memphis #Nashville #Cincinnati #ColumbusOH
The annual base salary for this position is $140,000 - $170,000.
Additional incentive pay is available for this position.
General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. 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. For more details on Truist's generous benefit plans, please visit our Benefits site. 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. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
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.
EEO is the Law E-Verify IER Right to Work
$140k-170k yearly 6d ago
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Quantitative Operations Officer II
Truist Bank 4.5
Truist Bank job in Atlanta, GA or remote
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.
Need Help?
If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to
Accessibility
(accommodation requests only; other inquiries won't receive a response).
Regular or Temporary:
Regular
Language Fluency: English (Required)
Work Shift:
1st shift (United States of America) Please review the following job description:Lead projects to implement and configure models and templates in key corporate platforms supporting retail and commercial lines of business at Truist. Leverage subject matter expertise and strong relationships with leaders in the business, information technology, and Model Development to design and implement innovative solutions that support intended model designs, system integration plans, and business objectives.
This position is approved for telecommuting and can be performed remotely within the Atlanta metro area.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
Plan and manage model implementation projects involving new functionality and change management.
Lead implementation of models, templates, and reports in highly leveraged platforms such as the commercial risk rating platform.
Configure models and system components in highly leveraged platforms such as the commercial risk rating platform.
Lead efforts to build processes to integrate third party data into model calculation processes.
Guide IT partners in establishing requirements for model implementations and testing. Provide support in sharing application ownership responsibilities on behalf of businesses. Anticipate potential issues with model use as systems and data sources change.
Ensure integrity of model and template implementations by developing and executing test plans in partnership with information technology.
Lead team efforts in preparation of data for internal use or regulatory reporting as needed.
Provide subject matter expertise to cross-functional teams on projects involving origination, servicing, risk rating and spreading, loan accounting system platforms and databases as Truist continues to evolve.
Mentor other team members, leveraging experience to teach skills involving model and template implementation, system integrations, and internal client support.
Assist managers and cross-functional leaders with model validation efforts, Audit, and regulatory exams.
QUALIFICATIONS
Required Qualifications:
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
MBA or master's degree in a quantitative field such as Economics, Quantitative Finance, Computer Science, MIS, Operations Research, or Statistics plus 10 years of experience developing, implementing, running, and/or applying risk models for decision making. Alternatively, Bachelor of Science in Business Administration or a quantitative field with 15 years of experience developing, implementing, running, and/or applying risk models for decision making.
10 years of experience as a team lead or manager planning and managing projects in a financial institution.
Demonstrated proficiency in communicating with upper management and governance groups; leading cross-functional teams; managing projects; mitigating operational risk of production processes; securing agreements with vendors; and implementing models in production systems or leveraging models as part of the business.
Preferred Qualifications:
15 years of experience leading development, implementation, production processing, or business use of credit risk models for a financial institution.
Experience working with multiple loan origination, servicing, risk rating, or loan accounting system platforms with an understanding of the major functional components and how data, models, and other applications are integrated into those systems.
Experience with SQL query development and common use of data analysis tools such as SQL Server Management Studio, TOAD, DB2, Access, Excel/VBA, SAS, and R. Experience developing reports with a business intelligence tool (e.g., QlikView, Tableau, MicroStrategy).
Development experience in object-oriented programming (i.e., C#, C++, VB) and familiarity working in Visual Studio.
Aptitude for understanding statistical concepts and model calculations.
Familiarity with downstream use of credit risk models in retail and commercial lines of business as well as CCAR/CECL processes.
Strong soft skills to build trust with business partners and effectively communicate with technical and non-technical audiences.
Familiarity with software development life cycle components including experience leading testing efforts including smoke testing, SIT, and UAT.
Demonstrated proficiency with the full suite of MS Office software.
Familiarity with Truist businesses, systems, and data.
General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. 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. For more details on Truist's generous benefit plans, please visit our Benefits site. 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. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
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.
EEO is the Law E-Verify IER Right to Work
$62k-115k yearly est. Auto-Apply 24d ago
Senior Technical Recruiter
Walker & Dunlop 4.9
Remote or Bethesda, MD job
Department:
Human Resources - Talent Acquisition
We are Walker & Dunlop. We are one of the largest providers of capital to the commercial real estate industry, enabling real estate owners and operators to bring their visions of communities - where people live, work, shop, and play - to life. We are committed to creating meaningful social, environmental, and economic change in our communities.
Department Overview
Our Human Resources department at Walker & Dunlop is more than just policies and procedures - we are the stewards of the Walker & Dunlop employee experience. Our dedicated team of HR professionals is here to ensure that every employee experiences W&D as a great place to work.
We know that W&D's success is closely tied to the engagement, health, and professional fulfillment of our employees. Throughout W&D's history, our people have remained our top priority. We provide employees with leadership and guidance, supporting their personal and professional growth during every step of their tenure. Our unique cultural framework fosters an environment where individual respect is the norm, promoting collaboration within our organization. We live this philosophy through candid communication, commitment to promoting from within, and active involvement in our community.
Join us, and experience how the Human Resources department at Walker & Dunlop brings personal care and professionalism together to ensure your success.
The Impact You Will Have
As a Senior Technical Recruiter, you will serve as a strategic partner and trusted advisor in talent acquisition for Walker & Dunlop's technology function, which supports enterprise platforms, data strategy, cybersecurity, and product innovation. You will work closely with the HR Business Partner aligned to the WDTech organization to deliver a cohesive, full-spectrum HR partnership that ensures recruiting strategies are aligned with team goals, the Walker Way, and broader organizational growth.
This role is ideal for someone who thrives in a collaborative HR environment, balancing full-cycle recruiting with a thoughtful, people-first approach to process. In addition to sourcing and engaging top technical talent, you will be a partner with HR Business Partners, the Compensation team, and hiring managers to support well-structured roles, maintain accurate data in Workday, and ensure clear, consistent s. Your focus on both strategy and execution will help create a seamless, equitable, and high-quality hiring experience while contributing to the growth of the innovative tech teams driving Walker & Dunlop's digital transformation.
Primary Responsibilities
Lead full-cycle recruitment for technical roles across WDTech, including product management, product design, software engineering, data engineering, data science, infrastructure, and cybersecurity, ensuring the hiring process is timely, consistent, and aligned with business priorities.
Serve as a key advisor to hiring managers on job design, leveling, market trends, and candidate profiles, helping shape high-quality, scalable technical teams.
Partner closely with the HR Business Partner to understand organizational goals, team structures, and talent plans, ensuring recruitment activities complement broader HR strategies.
Collaborate with the Compensation team to evaluate market data, advise on appropriate salary bands, and support consistent and equitable offer development.
Draft, revise, and manage job descriptions, ensuring they reflect evolving business needs, accurately represent role expectations, and align with internal standards.
Support and oversee the interview process, partnering with coordinators or hiring teams to ensure schedules are aligned, interviewers are prepared, and feedback is collected in a timely and organized manner.
Manage candidate communications and logistics with a focus on responsiveness, professionalism, and a strong candidate experience.
Enter and maintain data in Workday, ensuring accuracy across requisitions, candidate statuses, and reporting.
Leverage a range of sourcing techniques such as direct outreach, job boards, referrals, and strategic sourcing to build high-quality pipelines.
Monitor and analyze recruiting metrics to identify areas for improvement and communicate progress with key stakeholders.
Act as a thought partner to the HR Operations team, contributing to hiring process improvements, workflow optimizations, and long-term planning efforts.
Provide occasional support for recruiting in other business areas across the company, flexing capacity to meet overall team demands as needed.
Partner with other HR team members on cross-functional initiatives, such as onboarding enhancements, workforce planning, or organizational changes impacting hiring.
Perform other duties as assigned.
Attendance is generally required from 8:30 am - 5:30 pm local time, Tuesday through Thursday, with the option to work remotely on Mondays and Fridays.
Education and Experience
A Bachelor's degree is preferred in a relevant field such as Human Resources, Business Administration, or a related discipline.
10+ years of recruiting experience is required, with demonstrated proficiency in sourcing, screening, and hiring top talent. Preference for both corporate and agency experience.
Prior experience recruiting for technical roles such as product management, product design, software engineering, data engineering, data science, infrastructure, and cybersecurity is required.
A proven track record of managing a diversified requisition load, indicating the ability to handle multiple open positions simultaneously while maintaining quality and efficiency.
Knowledge, Skills and Abilities
Strong understanding of technical roles and terminology; ability to engage confidently with technical stakeholders.
Excellent stakeholder management and consultative skills.
Highly organized and detail-oriented, with strong process and administrative capability.
Strong written and verbal communication.
Ability to balance strategic thinking with operational execution.
Flexible and supportive team player with a proactive mindset.
Ability to show ownership of your work, take on challenges and acknowledge growth opportunities, and demonstrate patience when learning new processes.
Courtesy, respect, and thoughtfulness in teaming with colleagues and other stakeholders.
This position has an estimated base salary of $130,000 - $150,000 plus a discretionary bonus. An employment offer is based on the applicant's relevant work experience, applicable knowledge, skills, abilities, internal equity, and alignment with market data.
#LI-AA1
#LI-Hybrid
What We Offer
The opportunity to join one of Fortune Magazine's Great Places to Work winners from 2015-2023
Comprehensive benefit options* that have earned Walker & Dunlop the silver level of the 2022 Cigna Healthy Workforce Designation™, some of which include:
- Up to 83% subsidized medical payroll deductions
- Competitive dental and vision benefits
- 401(k) + match
- Pre-tax transit and commuting benefits
- A robust health and wellness program - earn cash rewards and gain access to resources that
promote health, engagement, and balance
- Paid maternity and parental leave, as well as other family paid leave programs
- Company-paid life, short and long-term disability insurance
- Health Savings Account and Healthcare and Dependent Care Flexible Spending
Career development opportunities
Empowerment and encouragement to give back - volunteer hours and donation matching
*Eligibility may vary based on average number of hours worked
EEO Statement
We are committed to equity in all steps of the recruitment and employment experience. We believe in equal access to opportunities in our workplace. We do not tolerate discrimination, including harassment, based on any characteristic protected by applicable law, such as race, color, national origin, religion, gender identity, sexual orientation, sex, age, disability, veteran or military status, and genetic information, or any other characteristic protected by applicable law. We strive to be a safe place to ask questions, build professional relationships, and develop careers.
SPAM
Please be wary of recruitment scams. An indication of a scam might be a request for sensitive or bank information at the time of application or emails coming from a non walkerdunlop.com email address. Please call us at ************, if you have any concerns about information requested during or after the application process.
Fair Chance Hiring
Background checks, including any questions related to infractions, arrests, or conviction records, will not be conducted until after a conditional offer of employment has been accepted. We will consider for employment qualified applicants regardless of arrest and conviction records, in accordance with federal, state, and local laws.
$130k-150k yearly Auto-Apply 60d+ ago
Trust Administration Advisor
Truist Bank 4.5
Truist Bank job in Charlotte, NC or remote
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.
Need Help?
If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to
Accessibility
(accommodation requests only; other inquiries won't receive a response).
Regular or Temporary:
Regular
Language Fluency: English (Required)
Work Shift:
1st shift (United States of America) Please review the following job description:This is a Remote position within the geography of Truist.
JOB SUMMARY
Directly administers and provides fiduciary advice and oversight for all types of Wealth trust accounts including personal trusts, special needs trusts, investment management, custodial and guardianship accounts. Manages a portfolio of varying accounts in levels of complexity and asset size.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
1. Understands and is conversant with financial and estate planning strategies and is able to understand and interpret legal and fiduciary documents. Uses this expertise to help deliver fiduciary advice directly to clients or to the client team, depending on segmentation.
2. Partners with client teams to help drive fiduciary new business identification and onboarding.
3. Meets or exceeds client service standards, aligned by Truist Wealth segmentation strategy, by partnering with Client Advisors, Investment Portfolio Managers, Wealth Strategists, and external advisors to define and meet clients' tax, financial, estate planning, and banking goals and objectives.
4. Ensures trust administrative duties are completed in an effective and efficient manner. These tasks include comprehensive review and interpretation of governing trust and account documents, cash management, trouble shooting, and proper memorialization of files in the iWork document imaging system and Advisor Desktop systems.
5. Coordinates annual Reg-9 administrative review resolution and coordinates tax matters for assigned accounts including 1099s, 1041s, and others as appropriate.
6. Responsible for the proper escalation of matters to various internal parties including Risk Oversight, Legal, and Compliance.
7. Responsible for the completion of projects as determined by the line of business.
8. Conforms to Truist policies and procedures, applicable laws and the terms of the underlying documents (including Reg 9, Discretionary Distribution policies and procedures, Sarbanes Oxley/Anti-money Laundering).
QUALIFICATIONS
Required Qualifications:
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
1. 10+ years experience as a relationship manager in the Fiduciary Services, Private Wealth, or Institutional Investment Management industry with 5+ years in Trust Administration.
2. Strong knowledge of estate planning, fiduciary and tax laws.
3. Strong analytical skills including, issue identification and resolution.
4. Significant legal document interpretation skills.
5. Very knowledgeable of banking and trust systems.
6. Intermediate or advanced PC skills including standard Microsoft Office products and database applications.
7. Demonstrated organization skills and ability to prioritize work in a fast-paced environment.
8. Excellent verbal and written communication skills; able to communicate complex information clearly to clients and internal partners.
9. Ability to mentor and informally coach Trust Advisors and other members of the team. Serves as a brand ambassador for the group in engagement with clients and partners.
Preferred Qualifications:
1. Undergraduate degree in business, accounting, Fiduciary Administration or related field.
2. Working towards or possess an advanced degree or certification (e.g. JD, MBA, CFP, CPA, or CTFA).
3. Experience working with Trust Financial Software
General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. 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. For more details on Truist's generous benefit plans, please visit our Benefits site. 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. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
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.
EEO is the Law E-Verify IER Right to Work
$64k-101k yearly est. Auto-Apply 7d ago
SFC Business Analyst - Greenville, SC
Truist Bank 4.5
Truist Bank job in Greenville, SC or remote
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.
Need Help?
If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to
Accessibility
(accommodation requests only; other inquiries won't receive a response).
Regular or Temporary:
Regular
Language Fluency: English (Required)
Work Shift:
1st shift (United States of America) Please review the following job description:Participates in the operational effectiveness and continuous improvement of Servicing Financial Controls through the aggregation, calculation and analysis of data and reports. Effectively summarizes and presents findings and project results. Demonstrates ability to be insightful and deal with complex issues. Strong General Ledger, accounting experience, Excel, PowerPoint, and presenting findings to leadership. Strong preference for accounting or financial background!
Essential Duties and Responsibilities
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
Support the day-to-day needs of Mortgage Lending by providing data analysis, project deliverables, risk management and operational needs to achieve strategic objectives with direct supervision. Perform analysis of findings and trends using statistics, modeling, process documentation and profitability analysis. Determine and recommend the most appropriate response to identified complex problems, issues and/or defects by assessing impact and prioritization. Collaborate with stakeholders, including but not limited to, Origination, Servicing, Secondary Marketing, Mortgage Lending, to build consensus, prioritize request, and resolve issues. Coordinate with various business and technology units to define business requirements and determine specifications.
Qualifications
Required Qualifications:
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Bachelor's degree in accounting, Finance, Mathematics, or Economics, or equivalent education and related training or experience Minimum one year of experience in a related field. Basic reporting and analytical skills. Perform work autonomy, independent of day-to-day management. Effective written and verbal communication. Key Software proficiency (e.g. MS Office, Database, Imaging Systems). Conceptual ability to analyze problems and devise solutions. Ability and willingness to learn and adapt as the needs of the job change.
This will be 5 days in office starting January 2026 at our Greenville, SC hub.
Other Job Requirements / Working Conditions
Sitting/Standing/Walking/Bending/Liftingþ Sitting (if checked, indicate frequency)
Constantly (More than 50% of the time)
þ Standing (if checked, indicate frequency)
Occasionally (Less than 25% of the time)
þ Walking (if checked, indicate frequency) Occasionally (Less than 25% of the time)
þ Bending (if checked, indicate frequency) Occasionally (Less than 25% of the time)
þ Lifting (if checked, indicate pounds)
Up to 25 lbs.
þ Visual / Audio / Speaking
Able to access and interpret client information received from the computer and able to hear and speak with individuals in person and on the phone.
þ Manual Dexterity / KeyboardingAble to work standard office equipment, including PC keyboard and mouse, copy/fax machines, and printers.þ AvailabilityAble to work all hours scheduled, including overtime as directed by manager/supervisor and required by business need. Ability to work remote as necessary.þ Travel
(Must select one)
Minimal and up to 10%
General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. 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. For more details on Truist's generous benefit plans, please visit our Benefits site. 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. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
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.
EEO is the Law E-Verify IER Right to Work
$72k-102k yearly est. Auto-Apply 11d ago
Middle Market Banking Leader
Truist Financial Corporation 4.5
Truist Financial Corporation job in Columbus, OH
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.
Need Help?
If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response).
Regular or Temporary:
Regular
Language Fluency: English (Required)
Work Shift:
1st shift (United States of America)
Please review the following job description:
Responsible for the overall performance for Middle Market Banking in region, including the achievement of expected levels of client service quality, balance sheet quality, profitability and growth, and Risk Management. Should drive a consistent client experience that positions Truist as the Premier Advisory Bank in the Middle Market segment (defined as $75-500MM in annual sales). Integrate all banking functions in the local market, including retail teams and line of business (LOB) partners, including Commercial Credit and Integrated Relationship Management (IRM) partners.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
1. Serve as primary sales leader for team of Middle Market Bankers ensuring that Truist Culture and Sales Processes are effectively executed. Coordinate prospect and client assignments with appropriate Business Banking, Commercial Real Estate, Commercial, Dealer, Senior Care and other leaders using the Truist segmentation philosophy. Develop and execute a focused marketing plan, growing new relationships, and expanding existing client relationships. Responsible for meeting loan, deposit, fee-based revenue expectations for the team.
2. Manage weekly sales week including facilitating Monday sales calls, inspecting calling and referral activity, managing pipeline and holding RMs accountable for commitments through Friday debriefs.
3. Deliver a differentiated Client Experience in all interactions with clients, prospects, and centers of influence driven by use of Financial Insights and other strategic advisory tools and resources.
4. Develop new business client relationships and improve market share of business loans and non-credit services, including deposits. Execute Integrated Relationship Management (IRM) with extensive inclusion of IRM partners in sales meetings and call planning, joint calling with relationship managers, and development and delivery of custom solutions, including specific efforts to serve the retail banking needs for clients' owners/management/associates (e.g. Wealth Management, Truist@Work).
5. Assume responsibility for the profitability, quality, liquidity, and growth of the team's assigned middle market loan portfolios by ensuring the servicing of all client credit relationships, including credit proposal write-ups, file documentation, legal documentation, compliance, and loan closings, identifying potential portfolio weaknesses, and managing problems/delinquent credit relationships. Ensure adequate data integrity and risk management. Interpret and ensure communication of and adherence to the Bank's policies, programs and objectives.
6. Responsible for employment, training, performance ratings, salary changes, promotions, transfers, terminations, career enhancement and staffing for Middle Market team.
7. Support Community Advisory Board activities. Participate in civic, government, professional, business, and community affairs, associations and groups to solicit new business.
8. In addition to leading a team of middle market bankers, the MMBL may also be an individual contributor with an individual portfolio of clients and individual production expectations.
QUALIFICATIONS
Required Qualifications:
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
1. Bachelor's degree or equivalent education and related training
2. Ten years of experience in financial services
3. Ability to grasp large complex Middle Market C&I credits clearly
4. Proficient in managing large and complex corporate relationships; knowledgeable and experienced in complex credit products and structuring, including loan syndication and participations and Industry and Specialty Advisory solutions
5. Strong interpersonal communications, capable of leading and developing Middle Market Bankers using the Truist leadership philosophy
Preferred Qualifications:
1. Master's degree in business administration (MBA)
The annual salary for this position is $235,000 - 275,000 per year.
General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. 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. For more details on Truist's generous benefit plans, please visit our Benefits site. 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. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
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.
EEO is the Law E-Verify IER Right to Work
$75k-120k yearly est. 60d+ ago
Indirect Auto Dealer Relationship Manager - Remote
Truist Bank 4.5
Truist Bank job in Harrisburg, PA or remote
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.
Need Help?
If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to
Accessibility
(accommodation requests only; other inquiries won't receive a response).
Regular or Temporary:
Regular
Language Fluency: English (Required)
Work Shift:
1st shift (United States of America) Please review the following job description:Develop and maintain dealer client relationships with key auto dealer personnel in order to meet or exceed contract volume, quality, and efficiency goals. Support dealer clients by uncovering and solving needs through Integrated Relationship Management (IRM).
Essential Duties and Responsibilities
1. Build and maintain strong dealer relationships by presenting the company's value promise to all dealership personnel inclusive of Finance Directors, Sales managers, General Managers, Controllers, and Dealer Principals.
2. Exceed monthly and quarterly volume, quality, and efficiency objectives set by management.
3. Be well versed in DRS natural fit IRM partners and deliver Truist solutions to dealer clients as defined by annual objectives.
4. Responsible for making quality sales calls to existing dealer clients averaging a minimum of 100 face-to-face dealer visits per month.
5. Utilize salesforce.com to document dealer visits and provide documentation of specific dealer issues.
6. Act as a “Trusted Advisor” to dealer management by being aware of up-to-date industry trends by reading trade journals and publications and keeping up with local developments.
7. Be the first line of defense and protect the bank against industry risk such as reputational risk.
8. Maintain assigned Key Performance Indicators (KPI).
9. Comply with Truist policies with regard to expenses, corporate code of ethics, compliance, and corporate communication.
10. Conduct investigations when needed with regard to dealer issues, fraud accounts, straw purchases, and unperfected liens.
11. Other critical tasks and duties assigned.
12. The annual base salary for this position is $66,570 to $118,730.
Qualifications
Required Qualifications:
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
1. Bachelor's degree, or equivalent education and related training
2. 3 years of experience in industry-related territory relationship management
3. Excellent marketing and communication skills
4. Excellent problem-solving skills and analytical abilities
5. Excellent interpersonal skills to maintain strong relationships with dealers and teammates
6. Strong sales, negotiation, and persuasive skills
7. Ability to work independently during times of limited supervision and demonstrate ownership and accountability for their territory
8. Demonstrate proficiency in basic computer applications such as Microsoft Office software products
9. Ability to travel, occasionally overnight
10. Reliable and professional personal transportation to perform designated duties
Preferred Qualifications:
1. 5 years' experience in the auto finance industry
2. Local knowledge and established relationships within the designated territory
3. Extensive training and development within the auto finance industry
Other Job Requirements / Working Conditions:
Sitting/Standing/Walking/Bending/Lifting
Sitting (if checked, indicate frequency)
Constantly (More than 50% of the time)
Standing (if checked, indicate frequency)
Frequently (25% - 50% of the time)
Walking (if checked, indicate frequency)
Frequently (25% - 50% of the time)
Bending (if checked, indicate frequency)
Occasionally (Less than 25% of the time)
Lifting (if checked, indicate pounds)
Up to 10 lbs.
Visual / Audio / Speaking
Able to access and interpret client information received from the computer and able to hear and speak with individuals in person and on the phone.
Manual Dexterity / Keyboarding
Able to work standard office equipment, including PC keyboard and mouse, copy/fax machines, and printers.
Availability
Able to work all hours scheduled, including overtime as directed by manager/supervisor and required by business need.
Travel
Up to 75%
General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. 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. For more details on Truist's generous benefit plans, please visit our Benefits site. 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. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
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.
EEO is the Law E-Verify IER Right to Work
$66.6k-118.7k yearly Auto-Apply 7d ago
Analyst
Walker & Dunlop 4.9
Remote or Bethesda, MD job
Department:
Apprise
We are Walker & Dunlop. We are one of the largest providers of capital to the commercial real estate industry, enabling real estate owners and operators to bring their visions of communities - where people live, work, shop, and play - to life. We are committed to creating meaningful social, environmental, and economic change in our communities.
Department Overview
Apprise by Walker & Dunlop, a wholly owned subsidiary of W&D, changes how our clients are served and delivers an elevated valuations experience. We drive faster, better valuation decisions and add value at every step of a deal. We combine industry-leading multifamily underwriting experience, data science, and analytics technology prowess. Our platform leverages the skills of the most trusted MAI-designated valuation experts in the U.S. and we are actively developing the appraisal tools of the future. The next generation of valuations experts manifests within Apprise, adopting and driving technology to become the nation's largest multifamily valuations company, while providing valuations service for many other specialties and sectors.
The Impact You Will Have
This position is a part of the Research Pool. The Research Pool is supporting the Apprise workforce in their day-to-day operations through analytics, research, and data collection, with the purpose of training high-potential analysts to become the next generation of valuation advisors. The position offers exposure to multiple valuation markets across the country and the ability to collaborate with various team members within Apprise.
Primary Responsibilities
Assist in various aspects of preparing legally compliant appraisal reports
Heavy focus on front end appraisal reporting, including regional, market, and property-level research and analysis
Perform confirmation and data entry of rent comparables and sales comparables
Responsible for the addition and organization of report addenda items
Reconcile data sources in Apprise software application
Assist in development and refinement of software programs and financial models for valuation applications
Communicate and problem-solve daily with teammates, clients, vendors, and other stakeholders, often in combination with travel
Perform other duties as assigned
Attendance is generally required from 8:30 am - 5:30 pm local time, Tuesday through Thursday, with the option to work remotely on Mondays and Fridays
Education and Experience
Bachelor's degree preferred, ideally in Real Estate, Finance, Accounting, Economics, Statistics, Business, or related
Commercial/multifamily real estate internship experience preferred (valuation, underwriting, financial analysis a plus)
Knowledge, Skills and Abilities
Proficiency with Windows OS and Microsoft Word and Excel
Strong analytical skills: proven acumen in financial modeling or real estate underwriting
Working knowledge of commercial real estate data services preferred: REIS, CoStar, RealPage, Yardi, ESRI, etc.
Excellent verbal and written communication skills; comfortable on the phone with market participants
Strong literary and grammatical competency; very comfortable with business-formal writing composition
Strong propensity to take initiative with minimal direction
A genuine interest in PropTech and multifamily real estate
Data science, statistics, or software programming experience, skills, or interest desirable
Ability to show ownership of your work, take on challenges and acknowledge growth opportunities, and demonstrate patience when learning new processes
Courtesy, respect, and thoughtfulness in teaming with colleagues and other stakeholders
This position has an estimated hourly rate of $28.85 - $33.66 plus a discretionary bonus. An employment offer is based on the applicant's relevant work experience, applicable knowledge, skills, abilities, internal equity, and alignment with market data.
#LI-CR1
#LI-Hyrbid
What We Offer
The opportunity to join one of Fortune Magazine's Great Places to Work winners from 2015-2023
Comprehensive benefit options* that have earned Walker & Dunlop the silver level of the 2022 Cigna Healthy Workforce Designation™, some of which include:
- Up to 83% subsidized medical payroll deductions
- Competitive dental and vision benefits
- 401(k) + match
- Pre-tax transit and commuting benefits
- A robust health and wellness program - earn cash rewards and gain access to resources that
promote health, engagement, and balance
- Paid maternity and parental leave, as well as other family paid leave programs
- Company-paid life, short and long-term disability insurance
- Health Savings Account and Healthcare and Dependent Care Flexible Spending
Career development opportunities
Empowerment and encouragement to give back - volunteer hours and donation matching
*Eligibility may vary based on average number of hours worked
EEO Statement
We are committed to equity in all steps of the recruitment and employment experience. We believe in equal access to opportunities in our workplace. We do not tolerate discrimination, including harassment, based on any characteristic protected by applicable law, such as race, color, national origin, religion, gender identity, sexual orientation, sex, age, disability, veteran or military status, and genetic information, or any other characteristic protected by applicable law. We strive to be a safe place to ask questions, build professional relationships, and develop careers.
SPAM
Please be wary of recruitment scams. An indication of a scam might be a request for sensitive or bank information at the time of application or emails coming from a non walkerdunlop.com email address. Please call us at ************, if you have any concerns about information requested during or after the application process.
Fair Chance Hiring
Background checks, including any questions related to infractions, arrests, or conviction records, will not be conducted until after a conditional offer of employment has been accepted. We will consider for employment qualified applicants regardless of arrest and conviction records, in accordance with federal, state, and local laws.
$28.9-33.7 hourly Auto-Apply 5d ago
SVP, Business Development, Investor Relations
Walker & Dunlop 4.9
Remote or Calabasas, CA job
Department:
Affordable Housing | Equity - Investor Relations
We are Walker & Dunlop. We are one of the largest providers of capital to the commercial real estate industry, enabling real estate owners and operators to bring their visions of communities - where people live, work, shop, and play - to life. We are committed to creating meaningful social, environmental, and economic change in our communities.
Department Overview
W&D Affordable Equity (formerly Alliant Capital) is a leading tax credit firm focused on tax credit syndication for the development and financing of affordable multifamily rental housing. As a syndicator of Low-Income Housing Tax Credits (LIHTC), W&D Affordable Equity (WDAE) raises corporate equity and monitors the development, construction, lease-up, and permanent financing phases of its investments. With a dedicated team of experienced real estate, asset management, legal, and tax professionals, we provide the highest level of fully integrated real estate and investment support services.
The Impact You Will Have
As the SVP, Business Development, Investor Relations for WDAE, you will be the strategic force behind the expansion and advancement of the firm's LIHTC investment platform. Reporting directly to the SVP, Head of LIHTC Investor Relations, you will be accountable for defining and executing the business development vision that drives revenue growth, strengthens investor partnerships, and positions WDAE as a market leader in affordable housing investment.
You will lead a national team of professionals focused on investor engagement, fundraising, and market positioning, working cross-functionally with senior leaders across Fund Strategy & Pricing, Originations, Finance, Marketing, Operations, and Acquisitions. Your leadership will shape how the platform evolves, scales, and delivers both financial and social impact.
Primary Responsibilities
Strategic Leadership & Growth
Develop and execute comprehensive business development strategies aligned with WDAE's strategic objectives and long-term vision.
Serve as a key member of the WDAE leadership team, providing insight and recommendations on market trends, client acquisition strategies, and capital-raising initiatives.
Partner with executive leadership to identify and capitalize on emerging opportunities in the LIHTC and broader affordable housing investment markets.
Establish performance goals, growth metrics, and accountability frameworks to measure and achieve sustained business expansion.
Investor Relations & Capital Strategy
Lead the cultivation and management of relationships with institutional investors, lenders, and strategic partners across the affordable housing ecosystem.
Drive initiatives to expand and diversify WDAE's investor base, ensuring alignment with the firm's capital and mission-driven objectives.
Oversee the preparation and delivery of investor materials, including Private Placement Memorandums, Term Sheets, Benefit Schedules, and offering documents.
Collaborate with business and legal teams to negotiate investor agreements and close transactions efficiently.
Represent WDAE as a thought leader at conferences, panels, and industry events to enhance visibility and attract capital partners.
Team Leadership & Collaboration
Build, lead, and mentor a high-performing national business development team.
Foster a culture of collaboration, excellence, and accountability that aligns with Walker & Dunlop's values and performance standards.
Partner closely with internal stakeholders across the affordable platform to ensure consistency in messaging, deal execution, and investor engagement.
Collaborate with Fund Strategy & Pricing and Marketing to optimize investor outreach, CRM systems, and communication strategies.
Operational Excellence & Innovation
Leverage technology, analytics, and CRM tools (including Salesforce) to track pipeline activity, investor performance metrics, and business outcomes.
Identify and implement process improvements that enhance efficiency, scalability, and data-driven decision-making.
Support executive management in the continuous improvement of investment systems, processes, and reporting frameworks.
Monitor and report on key performance indicators (KPIs) tied to growth, client retention, and market share.
Cross-Platform Collaboration
Partner with other Walker & Dunlop business lines to identify cross-selling and co-investment opportunities.
Promote integration and collaboration across the broader W&D Affordable platform to maximize institutional relationships and client outcomes.
Perform other duties as assigned.
Attendance is generally required from 8:30 am - 5:30 pm local time, Tuesday through Thursday, with the option to work remotely on Mondays and Fridays.
Education and Experience
Bachelor's degree in Business, Real Estate, Finance, Accounting, or related field required; MBA or advanced degree preferred.
15+ years of progressive experience in real estate finance, capital raising, or institutional investor relations.
Deep expertise in Section 42 LIHTC syndication, affordable housing finance, or multi-family housing investments.
Proven success in managing large-scale investor relationships and executing complex real estate transactions.
Obtain and maintain securities licensing as requested by Employer, including FINRA registration passing SIE, Series 82, Series 24, and Series 63 qualifying exams.
Knowledge, Skills, and Abilities
Ability to travel up to 50%+ for investor meetings, conferences, and business development activities.
Visionary leader with a proven ability to develop and execute growth strategies at scale.
Deep understanding of LIHTC programs, state tax credit structures, affordable housing policy, and real estate market dynamics.
Exceptional relationship management and negotiation skills, with a strong network of institutional investors, lenders, and developers.
Strategic and analytical thinker with demonstrated success in structuring and closing complex financial transactions.
Executive presence and communication skills suited to represent the firm to high-level stakeholders and industry audiences.
Expertise in Microsoft Excel, Salesforce, and related CRM and financial modeling tools.
Commitment to fostering a collaborative, and high-performance culture.
Strong business acumen, sound judgment, and the ability to lead through influence across a matrixed organization.
Ability to show ownership of your work, embrace challenges and growth opportunities, and demonstrate patience when learning new processes.
Demonstrates courtesy, respect, and thoughtfulness when teaming with colleagues and collaborating with stakeholders.
This position has an estimated base salary of $225,000 - $250,000 plus discretionary production incentives. An employment offer is based on the applicant's relevant work experience, applicable knowledge, skills, abilities, internal equity, and alignment with market data.
#LI-AA1
#LI-Hybrid
What We Offer
The opportunity to join one of Fortune Magazine's Great Places to Work winners from 2015-2023
Comprehensive benefit options* that have earned Walker & Dunlop the silver level of the 2022 Cigna Healthy Workforce Designation™, some of which include:
- Up to 83% subsidized medical payroll deductions
- Competitive dental and vision benefits
- 401(k) + match
- Pre-tax transit and commuting benefits
- A robust health and wellness program - earn cash rewards and gain access to resources that
promote health, engagement, and balance
- Paid maternity and parental leave, as well as other family paid leave programs
- Company-paid life, short and long-term disability insurance
- Health Savings Account and Healthcare and Dependent Care Flexible Spending
Career development opportunities
Empowerment and encouragement to give back - volunteer hours and donation matching
*Eligibility may vary based on average number of hours worked
EEO Statement
We are committed to equity in all steps of the recruitment and employment experience. We believe in equal access to opportunities in our workplace. We do not tolerate discrimination, including harassment, based on any characteristic protected by applicable law, such as race, color, national origin, religion, gender identity, sexual orientation, sex, age, disability, veteran or military status, and genetic information, or any other characteristic protected by applicable law. We strive to be a safe place to ask questions, build professional relationships, and develop careers.
SPAM
Please be wary of recruitment scams. An indication of a scam might be a request for sensitive or bank information at the time of application or emails coming from a non walkerdunlop.com email address. Please call us at ************, if you have any concerns about information requested during or after the application process.
Fair Chance Hiring
Background checks, including any questions related to infractions, arrests, or conviction records, will not be conducted until after a conditional offer of employment has been accepted. We will consider for employment qualified applicants regardless of arrest and conviction records, in accordance with federal, state, and local laws.
$225k-250k yearly Auto-Apply 38d ago
Senior zOS System Programmer - Remote
Truist Bank 4.5
Truist Bank job in Atlanta, GA or remote
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.
Need Help?
If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to
Accessibility
(accommodation requests only; other inquiries won't receive a response).
Regular or Temporary:
Regular
Language Fluency: English (Required)
Work Shift:
1st shift (United States of America) Please review the following job description:Our Mainframe Engineering team is looking for an experienced, senior level zOS System Programmer to help with zOS new release installs, maintenance and OEM installs. More specifically, this role will require problem tracking, diagnosis and root-cause analysis, replication, troubleshooting, and resolution for complex issues. And in this capacity, perform programming and debugging activities. This engineer will also be responsible for responding to issues in a timely manner by receiving and investigating incidents or service tickets and may engage and manage outside vendors. Lastly, this engineer will act as a resource for teammates with less experience.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
1. Performs problem tracking, diagnosis and root-cause analysis, replication, troubleshooting, and resolution for complex issues. In this capacity, performs programming and debugging activities.
2. Responds to issues in a timely manner by receiving and investigating incidents or service tickets.
3. Analyzes and observes trends with technical issues and develops recommendations for long- term improvements.
4. Documents all relevant end-user interactions and steps taken to resolve incidents.
5. Has occasional contact with end-users.
6. Communicates status of issue resolution to internal customers.
7. May engage and manage outside vendors.
8. Applies in-depth knowledge of application support and an understanding of best practices.
9. Typically leads moderately complex projects and participates in larger, more complex initiatives.
10. Solves complex technical and operational problems.
11. Acts as a resource for teammates with less experience.
12. May have people management responsibilities for a small team.
QUALIFICATIONS
Required Qualifications:
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
1. Bachelor's degree and five years of experience in development or application support or an equivalent combination of education and work experience.
2. In- depth knowledge in information systems and ability to identify, apply, and implement best practices.
3. Understanding of key business processes and competitive strategies related to the IT function.
4. Ability to plan and manage projects.
5. Ability to solve complex problems by applying best practices.
6. Ability to provide direction and mentor less experienced teammates.
7. Ability to interpret and convey complex, difficult, or sensitive information.
Preferred Qualifications:
1. Banking or financial services experience.
2. z/OS, SMP/e, OSMF workflows, IBM Mainframe experience and applying maintenance, IPL'ing LPAR's and HMC's.
3. Familiarity with taking dumps, traces and gathering appropriate documentation for analysis.
4. Hands on with RACF and network security protocols (IPSec, AT-TLS, SSH).
5. Knowledge of Coupling facility support, High Availability, Automation (OPS/MFS) and Parallel Sysplex.
6. Experience with set up and use of GDPS for disaster recovery and site swaps.
7. Conversant with mainframe hardware upgrades.
8. Production use of BCPii (Base Control Program internal interface) and Restful APIs to automate operation procedures.
***Telecommute/Remote work options may be considered for highly qualified candidates***
OTHER JOB REQUIREMENTS / WORKING CONDITIONS
Sitting
Frequently (25% - 50% of the time)
Lifting
Up to 25 lbs.
Visual / Audio / Speaking
Able to access and interpret client information received from the computer and able to hear and speak with individuals in person and on the phone.
Manual Dexterity / Keyboarding
Able to work standard office equipment, including PC keyboard and mouse, copy/fax machines, and printers.
Availability
Able to work all hours scheduled, including overtime as directed by manager/supervisor and required by business need.
Travel
Up to 25%
General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. 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. For more details on Truist's generous benefit plans, please visit our Benefits site. 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. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
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.
EEO is the Law E-Verify IER Right to Work
$77k-104k yearly est. Auto-Apply 48d ago
Merchant Services Sales Consultant - Commercial
Truist Bank 4.5
Truist Bank job in Cleveland, OH
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.
Need Help?
If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to
Accessibility
(accommodation requests only; other inquiries won't receive a response).
Regular or Temporary:
Regular
Language Fluency: English (Required)
Work Shift:
1st shift (United States of America) Please review the following job description:Identify and develop Merchant Services sales opportunities in an assigned market. Deliver consultative sales approach by helping business clients assess their payment processing needs and delivering solutions that address those needs. Actively work with assigned team to generate opportunities in support profitability and growth initiatives. The target market is specialized with varying sized client revenue.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
1. Executes sales plan, develops strong partnership and collaboration with line of business and other internal partners to identify and drive client and prospect sales opportunities to achieve/exceed revenue and portfolio growth objectives for assigned client portfolio.
2. Fosters relationships with bankers and product partners to collaborate on opportunities and engage in strategic client planning.
3. Focus on new business development by selling payment processing solutions to existing clients and prospects with proactive market engagement. Consult with clients to identify payment processing needs and deliver a comprehensive solution to address.
4. Participates in the development of detailed relationship plans for clients/prospects within assigned client group to identify key retention and new client acquisition opportunities
5. Responsible for providing client working capital services and solutions specifically focused on receivables,
6. Adheres and follows all applicable policies and procedures. Proactively escalates issues and risks to leadership's attention
7. Ability to consult with a client through various methods of communication in an effective manner (ex. In person, email, voicemail, Virtual Meeting, etc.).
8. Responsible for accurate reporting of sales efforts, sales effort progression and sales revenue
QUALIFICATIONS
Required Qualifications:
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
1. Bachelor's degree or an equivalent combination of education and related work experience
2. Proven experience with financial or payments products and/or services
3. Ability to present and communicate effectively and confidently
4. Proven experience working across departments, lines of business within large financial organizations
5. Keep a growth mind set to adapt and resolve escalating complex issues
6. Must be able to travel
Preferred Qualifications:
1. Master's degree in Business, Marketing, Finance, Computer Science, or a related field of study
2. Relevant banking experience through previous employment or training programs
3. Industry certifications relating to Merchant Services
4. Formal sales training
5. 3+ years of sales experience of financial or payments products and/or services
The annual base salary for this position is $80,000 - $120,000. Additional incentive pay is available for this position.
General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. 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. For more details on Truist's generous benefit plans, please visit our Benefits site. 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. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
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.
EEO is the Law E-Verify IER Right to Work
$80k-120k yearly Auto-Apply 60d+ ago
Retail Mortgage Loan Originator
Truist Financial Corporation 4.5
Truist Financial Corporation job in Columbus, OH
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.
Need Help?
If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response).
Regular or Temporary:
Regular
Language Fluency: English (Required)
Work Shift:
1st shift (United States of America)
Please review the following job description:
Responsible for the sales and marketing of Truist Mortgage Loan products within bank policies and procedures as well as consistent, effective referrals of mortgage clients for other bank services, including the qualifying package of services, and insurance products.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
1. Execute effective mortgage marketing and development plans to meet or exceed agreed upon mortgage
production goals.
2. Maintain a complete and thorough knowledge of the Mortgage Strategies, Policies and Procedures, as well
as secondary market investor's guidelines utilized by Truist.
3. Adhere to and comply fully with any and all Truist policies and procedures related to internal and external
rules and regulations, particularly those established by State and Federal law.
4. Provide mortgage clients sound mortgage advice based on a full understanding of client needs as well as
Truist Mortgage products and their benefits.
5. Consistently execute on Truist's referral process by introducing mortgage clients to other bank
solutions for deepening client opportunities.
6. Assist Mortgage Loan Fulfillment with client, attorney, or appraiser document follow-up as determined
through quality control or post-closing review.
7. This position is paid solely on commissions based on the applicable standard commission rate and terms, which may include a salary draw.
QUALIFICATIONS
Required Qualifications:
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
1. 1+ year(s) experience in banking and/or lending environment with basic knowledge of
residential property types
2. Good organizational, written and verbal communication skills
3. Possesses solid interpersonal and negotiation skills
4. Demonstrated proficiency in relevant computer applications
5. Must be SAFE Mortgage Licensing Act compliant within 30 days of employment in this role including new
or transfer of registration, and applicable NMLS acceptable background check
Preferred Qualifications:
1. Bachelor's degree in Business, Marketing, Accounting, or related studies or equivalent financial sales experience.
2. Two or more years of experience in residential mortgage lending with solid knowledge of the local market and regulations.
3. Previous sales awards and leadership positions.
OTHER JOB REQUIREMENTS / WORKING CONDITIONS
Sitting/Standing/Walking/Bending/Lifting
Sitting Frequently (25% - 50% of the time)
Standing Frequently (25% - 50% of the time)
Walking Frequently (25% - 50% of the time)
Lifting Up to 25 lbs.
Visual / Audio / Speaking
Able to access and interpret client information received from the computer and able to hear and speak with individuals in person and on the phone.
Manual Dexterity / Keyboarding
Able to work standard office equipment, including PC keyboard and mouse, copy/fax machines, and printers.
Availability
Able to work all hours scheduled, including overtime as directed by manager/supervisor and required by business need.
Travel
Up to 75%
General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. 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. For more details on Truist's generous benefit plans, please visit our Benefits site. 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. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
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.
EEO is the Law E-Verify IER Right to Work
$31k-47k yearly est. 33d ago
Middle Market Banker II
Truist Bank 4.5
Truist Bank job in Cincinnati, OH
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.
Need Help?
If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to
Accessibility
(accommodation requests only; other inquiries won't receive a response).
Regular or Temporary:
Regular
Language Fluency: English (Required)
Work Shift:
1st shift (United States of America) Please review the following job description:Identify, solicit, develop, manage, service, retain and grow long-term profitable middle market relationships in assigned region by offering a full range of loan, deposit, Capital Markets, Treasury, Risk Management and other fee-based services to existing and prospective clients with $75MM to $500MM in annual sales. Leverage the CCB Industry & Advisory teams as appropriate to create the optimal client experience. Refer business and personal financial needs of assigned clients through the appropriate channel according to Integrated Relationship Management (IRM). Levels (I - II) should be differentiated based on years of banking experience, portfolio size, and overall potential in the role per leadership discretion.ESSENTIAL DUTIES AND RESPONSIBILITIES
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
1. Leverage the Truist Sales Process, Financial Insights, Industry & Advisory team, and the Leadership Institute to consistently deliver a differentiated client experience in all client, prospect and center of influence (COI) interactions.
2. Develop and execute a marketing plan focused on winning new client relationships and expanding existing client relationships. Focus on driving continual improvement in portfolio revenue growth and new production revenue.
3. Understand and contribute to the credit decisioning process, including analysis and interpretation of financial statements, credit structuring, underwriting requirements, policy knowledge, risk identification and mitigation, all in accordance with the Truist credit risk appetite.
4. Proactively contact clients to fully develop middle market banking relationships by executing on Integrated Relationship Management (IRM) principles. Include the identification of all business and personal financial needs and bring in the appropriate partners to deliver Truist solutions.
5. Champion non-credit financial services activity in the middle market segment, driving fee-based revenue opportunities, including specific efforts to serve the retail banking needs of our clients' owners/management/teammates (e.g. Private Wealth Management, Truist@Work Financial Wellness, Momentum on Up, etc).
6. Maintain proficiency and a high level of expertise in most aspects of finance; manage large and complex corporate relationships. Maintain extensive knowledge about complex credit products and structuring, including loan syndications, participations, and other capital markets solutions.
7. Execute on all risk, operational, policy and quality expectations related to assigned client portfolio.
QUALIFICATIONS
Required Qualifications:
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
1. Bachelor's degree or equivalent education and related training
2. Ten (10) or more years of experience in commercial banking
3. Strong interpersonal communications; can handle client relationships with borrowing clients with total debt of $10,000,000 or more
4. Highly skilled and proficient in most aspects of corporate finance, Capital Markets, Treasury, and other non-credit services
5. Ability to grasp complex credits clearly; is insightful in all aspects of finance
6. Excellent verbal and written communication skills
7. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products The annual base salary for this position is $200,000 - $240,000.
General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. 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. For more details on Truist's generous benefit plans, please visit our Benefits site. 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. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
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.
EEO is the Law E-Verify IER Right to Work
$24k-30k yearly est. Auto-Apply 11d ago
Senior Cloud and Software Development Security Engineer
Walker & Dunlop 4.9
Remote job
Department:
WDTech - Information Security
We are Walker & Dunlop. We are one of the largest providers of capital to the commercial real estate industry, enabling real estate owners and operators to bring their visions of communities - where people live, work, shop, and play - to life. We are committed to creating meaningful social, environmental, and economic change in our communities.
Department Overview
WDTech is W&D's in-house technology team - a group of collaborative and highly skilled technology professionals, all of whom are leading experts in real estate data, data science, and technology.
WDTech Information Security protects W&D's information assets by way of a comprehensive policy framework that oversees and operates cybersecurity countermeasures and technology risk controls.
The Impact You Will Have
As a Senior Cloud and Software Development Security Engineer, you will play a critical role in securing the company's cloud and application environments, including AWS, Azure, Kubernetes, and CI/CD pipelines. You will design and implement security architectures, embed “security as code” practices, and guide developers on secure design patterns. Acting as an escalation point for complex security events, you will mentor teammates, advance security program maturity, and stay ahead of emerging threats. Your work will directly protect company assets, ensure compliance, and foster a culture of security by design.
Primary Responsibilities
Lead and manage security projects.
Assess, design, and document security solutions and processes for Amazon Web Service (AWS) and Azure.
Direct tasks and develop milestones for Information Security projects in support of Information Security goals in line with the Company's direction.
Work with software developers on secure best practices in Infrastructure as Code, cloud design patterns and CI/CD with built-in application security controls.
Work with key areas of business and IT to develop baseline network, cloud, container, and application security standards and integrate into the CI/CD pipeline.
Implement and automate “security as code” using cloud services and CI/CD components as necessary.
Design security architecture, methods, and controls required to meet security, compliance, and audit requirements.
Develop, review, and update a library of technical documentation.
Develop metrics and provide regular reports to senior management.
Set requirements and direct managed security service providers (MSSPs) to ensure that they are appropriately managing the services to provide security to the company.
Perform regular security audits and automated compliance checks on AWS and Azure resources.
Collaborate with SRE and development teams to ensure secure coding, build, and deployment practices.
Work closely with DevOps, SREs, and developers to champion a "security by design" culture.
Participate in security audits and formulate a plan of action and milestones to mitigate vulnerabilities.
Establish security baselines using best practices such as CIS benchmarks. Work with other teams to test and implement security baselines into cloud environments.
Maintain thorough understanding of new developments and techniques in cybersecurity, privacy, and compliance.
Represent Information Security in disaster recovery procedures and exercises.
In the event of an outage, assist with the execution of corporate disaster recovery plan.
Log and update all security incidents in the company's ticketing system and update management regularly on the threats, mitigation plans, and status.
Work within established configuration and change management policies to ensure awareness, approval, and success of changes introduced to the network and cloud infrastructure.
Establish processes to perform regular reviews of security configurations of cloud and software development environments.
Develop vulnerability management processes and manage the process to remediate the vulnerabilities. Establish a process to escalate when vulnerabilities cannot be remediated in a timely manner.
Review security notifications from the company's vendors to determine which vulnerabilities would cause an impact.
Assist in developing and enforcing data governance policies, data classification standards, and compliance workflows (e.g., GDPR, HIPAA, SOC 2).
Provide 24/7 on-call support for security incidents related to network systems and infrastructure.
Perform other duties as assigned.
Education and Experience
Bachelor's degree in computer science, information security, or related field, or equivalent professional experience.
5+ years of experience in security engineering, DevSecOps, or cloud security.
Industry certifications (e.g., CISSP, CCSP, AWS/Azure Security Specialty) preferred.
Knowledge, Skills and Abilities
Significant technical experience in AWS and Azure cloud computing technologies and automation (HashiCorp, Terraform, GitLab, JIRA, etc.).
Experience in DevOps environments working with and influencing developers to maintain security through CI/CD processes.
Proficient and up to date with Azure and AWS.
Hands on experience with Azure Resource Manager, AWS CloudTrail, AWS IAM, AWS Security Hub, AWS Control Tower.
Experience with the development, deployment, and automation of security solutions in an enterprise cloud-based environment.
Knowledge of network based, system level, and application layer attacks and mitigation methods.
Experience extracting pertinent security data from SIEM solutions, audit logs, and reports.
Knowledge of technical security control environments and compliance frameworks including NIST Cloud Security Frameworks, CSA CCM, ISO 27017.
Extensive knowledge of cloud environments including security, configuration, and management
Possess strong analytical skills and an ability to identify complex issues.
Possess strong interpersonal, organizational, customer service, and communication skills and an ability to interact effectively with a wide range of users of varying levels of technological expertise.
Must have documentable knowledge of cloud architecture, networks, security, network planning, and analysis.
Demonstrated experience implementing security policies and procedures.
Must work well within a deadline-driven environment.
Ability to show ownership of your work, take on challenges and acknowledge growth opportunities, and demonstrate patience when learning new processes.
Courtesy, respect, and thoughtfulness in teaming with colleagues and other stakeholders.
This position has an estimated base salary of $140,000 - $155,000 plus discretionary production incentives. An employment offer is based on the applicant's relevant work experience, applicable knowledge, skills, abilities, internal equity, and alignment with market data.
#LI-AA1
#LI-Remote
What We Offer
The opportunity to join one of Fortune Magazine's Great Places to Work winners from 2015-2023
Comprehensive benefit options* that have earned Walker & Dunlop the silver level of the 2022 Cigna Healthy Workforce Designation™, some of which include:
- Up to 83% subsidized medical payroll deductions
- Competitive dental and vision benefits
- 401(k) + match
- Pre-tax transit and commuting benefits
- A robust health and wellness program - earn cash rewards and gain access to resources that
promote health, engagement, and balance
- Paid maternity and parental leave, as well as other family paid leave programs
- Company-paid life, short and long-term disability insurance
- Health Savings Account and Healthcare and Dependent Care Flexible Spending
Career development opportunities
Empowerment and encouragement to give back - volunteer hours and donation matching
*Eligibility may vary based on average number of hours worked
EEO Statement
We are committed to equity in all steps of the recruitment and employment experience. We believe in equal access to opportunities in our workplace. We do not tolerate discrimination, including harassment, based on any characteristic protected by applicable law, such as race, color, national origin, religion, gender identity, sexual orientation, sex, age, disability, veteran or military status, and genetic information, or any other characteristic protected by applicable law. We strive to be a safe place to ask questions, build professional relationships, and develop careers.
SPAM
Please be wary of recruitment scams. An indication of a scam might be a request for sensitive or bank information at the time of application or emails coming from a non walkerdunlop.com email address. Please call us at ************, if you have any concerns about information requested during or after the application process.
Fair Chance Hiring
Background checks, including any questions related to infractions, arrests, or conviction records, will not be conducted until after a conditional offer of employment has been accepted. We will consider for employment qualified applicants regardless of arrest and conviction records, in accordance with federal, state, and local laws.
$140k-155k yearly Auto-Apply 60d+ ago
SVP, Head of LIHTC Credit
Walker & Dunlop 4.9
Remote or Calabasas, CA job
Department:
Affordable Housing | Equity - Administration
We are Walker & Dunlop. We are one of the largest providers of capital to the commercial real estate industry, enabling real estate owners and operators to bring their visions of communities - where people live, work, shop, and play - to life. We are committed to creating meaningful social, environmental, and economic change in our communities.
Department Overview
W&D Affordable Equity (formerly Alliant Capital) is a leading tax credit firm focused on tax credit syndication for the development and financing of affordable multifamily rental housing. As a syndicator of Low-Income Housing Tax Credits (LIHTC), W&D Affordable Equity raises corporate equity and monitors the development, construction, lease-up, and permanent financing phases of its investments. With a dedicated team of experienced real estate, asset management, legal, and tax professionals, we provide the highest level of fully integrated real estate and investment support services.
The Impact You Will Have
The SVP, Head of LIHTC Credit, will lead credit policy, governance, and risk oversight for WDAE. Reporting to the EVP, Group Head of WDAE, this senior leader will serve on WDAE's leadership team and be responsible for ensuring sound transaction structures, disciplined credit standards, and well-supported credit recommendations across the LIHTC investment portfolio. The ideal candidate brings deep expertise in affordable housing and LIHTC credit and finance, proven leadership capabilities, and a balanced approach to credit risk and business growth. This role plays a critical part in advancing WDAE's mission to expand affordable housing investment while maintaining prudent and sustainable credit practices.
Primary Responsibilities
Lead credit and underwriting strategy for LIHTC and related affordable housing investments, including development and maintenance of firmwide credit and underwriting policies that align with AHIC standards and industry best practices.
Ensure consistent underwriting standards across all funds and investment vehicles, including multi-investor and proprietary platforms.
Oversee the Acquisition, Underwriting, and Construction Management teams in preparing, reviewing, and approving detailed investment memoranda, incorporating comprehensive project- and sponsor-level risk assessments.
Serve as a voting member of the Investment Committee, leading deliberations and ensuring decisions are well-documented, analytically sound, and aligned with the firm's risk appetite.
Provide independent credit judgment on proposed transactions, articulating key risks and appropriate mitigants.
Monitor market, regulatory, and industry developments to ensure WDAE's credit practices remain current, competitive, and compliant.
Partner with executive leadership to align credit strategy with overall business objectives and evolving market conditions.
Identify, quantify, and mitigate risks across all phases of investment, including construction, lease-up, operations, and sponsor performance.
Collaborate with Asset Management to monitor post-closing performance, identify early warning indicators, and recommend corrective actions.
Provide portfolio-level insights to senior leadership and the Investment Committee regarding risk trends, exposure management, and capital allocation.
Lead credit oversight of the developer portfolio, including sponsor financial reviews, exposure management, and concentration analysis.
Evaluate sponsor strength and project pipelines to assess cross-collateralized and concentration risk across programs.
Exercise direct credit decision-making authority on development transactions presented by partners.
Partner with Originations and Asset Management to maintain prudent exposure limits and ongoing portfolio monitoring.
Establish, monitor, and report on exposure metrics across bridge loans, guarantees, indemnities, predevelopment loans, warehouse lines, and equity bridge loans.
Oversee and mentor the Acquisition, Underwriting, and Construction Management teams, fostering a culture of accountability, analytical rigor, and continuous improvement.
Streamline credit and underwriting processes by implementing workflow enhancements and technology solutions that drive efficiency and consistency.
Promote cross-functional collaboration among Originations, Investor Relations, Asset Management, and Finance to balance business growth with disciplined credit oversight.
Contribute to portfolio analytics, capital allocation decisions, and risk reporting in coordination with Finance, Asset Management, and Investor Relations.
Support recruitment, training, and professional development of credit and underwriting staff to build institutional knowledge and leadership depth.
Represent the credit function externally in meetings with lenders, investors, and industry stakeholders, ensuring WDAE's credit platform is viewed as best-in-class.
Perform other duties as assigned.
Attendance is generally required from 8:30 am - 5:30 pm local time, Tuesday through Thursday, with the option to work remotely on Mondays and Fridays.
Education and Experience
Bachelor's degree in finance, real estate, accounting, or a related field; MBA or CFA preferred.
10+ years of progressively responsible experience in underwriting, credit, or risk management within LIHTC, affordable housing, or tax-advantaged real estate investment.
Specific experience in Section 42 Low-Income Housing Tax Credit syndication or affordable multifamily housing strongly preferred.
Experience with affordable housing programs such as LIHTC, HUD, and RAD highly desirable.
Strong understanding of LIHTC program regulations, partnership structures, and project-level cash flow dynamics.
Prior leadership experience overseeing teams and managing credit approval processes at a syndicator, investor, or affordable housing lender.
Demonstrated success implementing governance frameworks and leading cross-functional risk management initiatives.
Knowledge, Skills and Abilities
Proven ability to make sound, independent credit decisions in a dynamic market environment.
Strong analytical, communication, and presentation skills, with experience engaging senior management and external stakeholders.
Ability to initiate and maintain effective, cooperative relationships with team members, management, consultants, lenders, investors, and developers.
Strong analytical and problem-solving skills with the ability to identify, assess, and resolve complex issues.
Exceptional organizational skills and attention to detail; able to manage multiple priorities independently in a time-sensitive environment.
Demonstrated leadership that fosters open communication, collaborative problem-solving, and productive relationships across teams and stakeholders.
Ability to travel and engage directly with internal and external partners to address challenges and seize opportunities.
Commitment to cultivating a high-performance culture by recruiting, developing, and retaining top talent within the credit function and broader organization.
Deep expertise in affordable housing products, credit structures, and LIHTC financing.
Proficiency with both Fannie Mae and Freddie Mac loan products.
Ability to maintain strict confidentiality in handling sensitive and non-routine information.
Effective written and verbal communication skills with colleagues, management, and clients.
Ability to adhere to all organizational regulations, policies, and work procedures.
Strong multitasking capability and ownership mindset, demonstrating initiative and accountability.
Willingness to embrace challenges, learn new processes, and approach growth opportunities with patience and persistence.
Strong learning orientation and commitment to personal and professional development.
Professionalism and respect in all interactions, fostering teamwork and collaboration.
Ability to show ownership of your work, take on challenges and acknowledge growth opportunities, and demonstrate patience when learning new processes.
Courtesy, respect, and thoughtfulness in teaming with colleagues and other stakeholders
This position has an estimated base salary of $250,000 - $300,000 plus a discretionary bonus. An employment offer is based on the applicant's relevant work experience, applicable knowledge, skills, abilities, internal equity, and alignment with market data.
#LI-AA1
#LI-Hybrid
What We Offer
The opportunity to join one of Fortune Magazine's Great Places to Work winners from 2015-2023
Comprehensive benefit options* that have earned Walker & Dunlop the silver level of the 2022 Cigna Healthy Workforce Designation™, some of which include:
- Up to 83% subsidized medical payroll deductions
- Competitive dental and vision benefits
- 401(k) + match
- Pre-tax transit and commuting benefits
- A robust health and wellness program - earn cash rewards and gain access to resources that
promote health, engagement, and balance
- Paid maternity and parental leave, as well as other family paid leave programs
- Company-paid life, short and long-term disability insurance
- Health Savings Account and Healthcare and Dependent Care Flexible Spending
Career development opportunities
Empowerment and encouragement to give back - volunteer hours and donation matching
*Eligibility may vary based on average number of hours worked
EEO Statement
We are committed to equity in all steps of the recruitment and employment experience. We believe in equal access to opportunities in our workplace. We do not tolerate discrimination, including harassment, based on any characteristic protected by applicable law, such as race, color, national origin, religion, gender identity, sexual orientation, sex, age, disability, veteran or military status, and genetic information, or any other characteristic protected by applicable law. We strive to be a safe place to ask questions, build professional relationships, and develop careers.
SPAM
Please be wary of recruitment scams. An indication of a scam might be a request for sensitive or bank information at the time of application or emails coming from a non walkerdunlop.com email address. Please call us at ************, if you have any concerns about information requested during or after the application process.
Fair Chance Hiring
Background checks, including any questions related to infractions, arrests, or conviction records, will not be conducted until after a conditional offer of employment has been accepted. We will consider for employment qualified applicants regardless of arrest and conviction records, in accordance with federal, state, and local laws.
$250k-300k yearly Auto-Apply 28d ago
Principal Enterprise Architect
Walker & Dunlop 4.9
Remote job
Department:
WDTech - R&D
We are Walker & Dunlop. We are one of the largest providers of capital to the commercial real estate industry, enabling real estate owners and operators to bring their visions of communities - where people live, work, shop, and play - to life. We are committed to creating meaningful social, environmental, and economic change in our communities.
Department Overview
WDTech is W&D's in-house technology team - a group of collaborative and highly skilled technology professionals, all of whom are leading experts in real estate data, data science, and technology.
WDTech Engineering builds solutions that impact not only our products but also the people and processes across our organization. A commitment to innovation and a passion for disrupting the old-fashioned real estate industry are our highest priorities.
The Impact You Will Have
As a Principal Enterprise Architect, you will play a pivotal role in driving the architecture and planning of our Software and Data ecosystem at W&D; enabling powerful, data-enriched and data-driven product experiences. You will directly impact the productivity and efficiency of W&D employees and customers through the delivery of high-quality products, services and data.
Primary Responsibilities
Collaborate with leadership in Product and Engineering to understand, define and design technical solutions to organization-wide problems.
Collaborate with development teams, Product Managers, and other stakeholders to establish a technical “North Star” for products and create a structured plan on how to get there.
Investigate and architect approaches to model and centralize business workflows from Salesforce and Microsoft Excel to sleek and modern web applications.
Initiate and lead the Data Modeling Council to create uniform first-class citizen data objects across our Data ecosystem.
Enforce architectural standards, patterns and best principles to ensure consistency, maintainability and quality across our products.
Research, evaluate and recommend new technologies and tools to improve system performance, scalability and security.
Provide insight into team performance and delivery quality through regular metrics evaluation, code review and architectural audits.
Perform other duties as assigned.
Education and Experience
Bachelor's degree in Computer Science or a related field. Advanced degree is a plus.
10+ years of experience developing distributed cloud software and data at scale.
3+ years of experience directly as an Enterprise Architect.
Experience in the Commercial Real Estate (CRE) domain.
Knowledge, Skills and Abilities
Strong proficiency in multiple programming languages (e.g. Python, JavaScript) and deep understanding of architectural and data modeling patterns.
Expertise with both Online Analytical Processing (OLAP) and Online Transaction Processing (OLTP) systems.
Experience leading Data Modeling groups and executing on roadmaps to standardize data models.
Strong understanding of the Software Development Lifecycle and Agile Methodologies.
Strong understanding of cloud technologies, services and architecture.
Excellent communication skills with the ability to articulate complex technical concepts to both technical and non-technical audiences.
Ability to show ownership of your work, take on challenges and acknowledge growth opportunities, and demonstrate patience when learning new processes.
Courtesy, respect, and thoughtfulness in teaming with colleagues and other stakeholders.
This position has an estimated base salary of $185,000 - $200,000 plus discretionary bonus. An employment offer is based on the applicant's relevant work experience, applicable knowledge, skills, abilities, internal equity, and alignment with market data.
#LI-AA1
#LI-Remote
What We Offer
The opportunity to join one of Fortune Magazine's Great Places to Work winners from 2015-2023
Comprehensive benefit options* that have earned Walker & Dunlop the silver level of the 2022 Cigna Healthy Workforce Designation™, some of which include:
- Up to 83% subsidized medical payroll deductions
- Competitive dental and vision benefits
- 401(k) + match
- Pre-tax transit and commuting benefits
- A robust health and wellness program - earn cash rewards and gain access to resources that
promote health, engagement, and balance
- Paid maternity and parental leave, as well as other family paid leave programs
- Company-paid life, short and long-term disability insurance
- Health Savings Account and Healthcare and Dependent Care Flexible Spending
Career development opportunities
Empowerment and encouragement to give back - volunteer hours and donation matching
*Eligibility may vary based on average number of hours worked
EEO Statement
We are committed to equity in all steps of the recruitment and employment experience. We believe in equal access to opportunities in our workplace. We do not tolerate discrimination, including harassment, based on any characteristic protected by applicable law, such as race, color, national origin, religion, gender identity, sexual orientation, sex, age, disability, veteran or military status, and genetic information, or any other characteristic protected by applicable law. We strive to be a safe place to ask questions, build professional relationships, and develop careers.
SPAM
Please be wary of recruitment scams. An indication of a scam might be a request for sensitive or bank information at the time of application or emails coming from a non walkerdunlop.com email address. Please call us at ************, if you have any concerns about information requested during or after the application process.
Fair Chance Hiring
Background checks, including any questions related to infractions, arrests, or conviction records, will not be conducted until after a conditional offer of employment has been accepted. We will consider for employment qualified applicants regardless of arrest and conviction records, in accordance with federal, state, and local laws.
$185k-200k yearly Auto-Apply 60d+ ago
2026 HUD Asset Management Analyst
Walker & Dunlop 4.9
Remote or Bethesda, MD job
Department:
Servicing - HUD
We are Walker & Dunlop. We are one of the largest providers of capital to the commercial real estate industry, enabling real estate owners and operators to bring their visions of communities - where people live, work, shop, and play - to life. We are committed to creating meaningful social, environmental, and economic change in our communities.
Department Overview
Our Servicing experts service all Fannie Mae, Freddie Mac, and FHA Finance loans originated by Walker & Dunlop as well as certain life insurance company, bank, and CMBS loans. Our Servicing experts are the borrower's primary point of contact and ensure that the requirements of the investors are met from loan closing through payoff. The Department consists of six main functional areas: Loan Administration, Asset Management, Insurance Compliance, Investor Reporting, Treasury, and Compliance. W&D's Servicing portfolio is the 8th largest in the U.S., and W&D is one of Fitch's highest-rated Servicers, with a rating of CPS1-.
The Impact You Will Have
This position is a key member of the HUD Asset Management team, responsible for the monitoring of property financial statements and inspections, lease-up monitoring for construction projects, general portfolio surveillance, and assisting asset managers with borrower consent requests.
Primary Responsibilities
Track and maintain annual financial reporting requirements in the company's servicing system; manage financial statement collection efforts; coordinate delivery of financial statements to vendor and receipt of analysis from vendor; review vendor analysis for exceptions; communicate with borrowers and HUD.
Track and maintain quarterly financial reporting requirements for healthcare loans in the company's servicing system; manage financial statement collection efforts; coordinate delivery of financial statements to HUD; communicate with borrowers, healthcare facility operators, and HUD.
Track and maintain property inspection requirements; coordinate scheduling with inspection vendor; review inspection reports and recommend follow up actions; prepare communications to borrowers; monitor follow up actions through resolution.
Ensure quality of loan and client data in the company's servicing system.
Identify “watch list” properties and work with asset managers and borrowers to identify root causes of the poor performance and action plan of correction. Coordinate submission and approval of action plans of correction with HUD.
Monitor lease-up of construction projects.
Maintain open communication with borrowers, HUD, vendors, and W&D staff.
Assist asset managers with borrower consent requests.
Handle additional projects as assigned.
Communicate and problem-solve daily with teammates, clients, vendors, and other stakeholders, often in combination with travel.
Perform other duties as assigned.
Attendance is generally required from 8:30 am - 5:30 pm local time, Tuesday through Thursday, with the option to work remotely on Mondays and Fridays.
Education and Experience
Bachelor's degree in Finance, Accounting, Real Estate, Business Administration, Government/Political Science or related field, and/or minimum of 2 years' experience in commercial real estate setting.
Knowledge of HUD programs and systems strongly preferred.
Knowledge, Skills and Abilities
Must demonstrate excellent written and verbal communication skills.
Proficient in the use of MS Office products. Knowledge of intermediate to advanced Excel functions such as VLOOKUP and use of Excel VBA macros preferred.
Excellent organizational skills and attention to detail.
Excellent interpersonal and customer service skills with strong work ethic.
Ability to show ownership of your work, take on challenges and acknowledge growth opportunities, and demonstrate patience when learning new processes
Courtesy, respect, and thoughtfulness in teaming with colleagues and other stakeholders
Ability to show ownership of your work, take on challenges and acknowledge growth opportunities, and demonstrate patience when learning new processes
Courtesy, respect, and thoughtfulness in teaming with colleagues and other stakeholders
This position has an estimated base salary of $55,000 - $62,500 plus discretionary bonus. An employment offer is based on the applicant's relevant work experience, applicable knowledge, skills, abilities, internal equity, and alignment with market data.
What We Offer
The opportunity to join one of Fortune Magazine's Great Places to Work winners from 2015-2023
Comprehensive benefit options* that have earned Walker & Dunlop the silver level of the 2022 Cigna Healthy Workforce Designation™, some of which include:
- Up to 83% subsidized medical payroll deductions
- Competitive dental and vision benefits
- 401(k) + match
- Pre-tax transit and commuting benefits
- A robust health and wellness program - earn cash rewards and gain access to resources that
promote health, engagement, and balance
- Paid maternity and parental leave, as well as other family paid leave programs
- Company-paid life, short and long-term disability insurance
- Health Savings Account and Healthcare and Dependent Care Flexible Spending
Career development opportunities
Empowerment and encouragement to give back - volunteer hours and donation matching
*Eligibility may vary based on average number of hours worked
EEO Statement
We are committed to equity in all steps of the recruitment and employment experience. We believe in equal access to opportunities in our workplace. We do not tolerate discrimination, including harassment, based on any characteristic protected by applicable law, such as race, color, national origin, religion, gender identity, sexual orientation, sex, age, disability, veteran or military status, and genetic information, or any other characteristic protected by applicable law. We strive to be a safe place to ask questions, build professional relationships, and develop careers.
SPAM
Please be wary of recruitment scams. An indication of a scam might be a request for sensitive or bank information at the time of application or emails coming from a non walkerdunlop.com email address. Please call us at ************, if you have any concerns about information requested during or after the application process.
Fair Chance Hiring
Background checks, including any questions related to infractions, arrests, or conviction records, will not be conducted until after a conditional offer of employment has been accepted. We will consider for employment qualified applicants regardless of arrest and conviction records, in accordance with federal, state, and local laws.
$55k-62.5k yearly Auto-Apply 60d+ ago
Middle Market Banking Leader
Truist 4.5
Truist job in Columbus, OH
**The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.**
Need Help? (https://pp-cdn.phenompeople.com/CareerConnectResources/prod/TBJTBFUS/documents/Career\_site\_FAQ-17**********0.pdf)
_If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to_ Accessibility (careers@truist.com?subject=Accommodation%20request)
_(accommodation requests only; other inquiries won't receive a response)._
**Regular or Temporary:**
Regular
**Language Fluency:** English (Required)
**Work Shift:**
1st shift (United States of America)
**Please review the following job description:**
Responsible for the overall performance for Middle Market Banking in region, including the achievement of expected levels of client service quality, balance sheet quality, profitability and growth, and Risk Management. Should drive a consistent client experience that positions Truist as the Premier Advisory Bank in the Middle Market segment (defined as $75-500MM in annual sales). Integrate all banking functions in the local market, including retail teams and line of business (LOB) partners, including Commercial Credit and Integrated Relationship Management (IRM) partners.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
1. Serve as primary sales leader for team of Middle Market Bankers ensuring that Truist Culture and Sales Processes are effectively executed. Coordinate prospect and client assignments with appropriate Business Banking, Commercial Real Estate, Commercial, Dealer, Senior Care and other leaders using the Truist segmentation philosophy. Develop and execute a focused marketing plan, growing new relationships, and expanding existing client relationships. Responsible for meeting loan, deposit, fee-based revenue expectations for the team.
2. Manage weekly sales week including facilitating Monday sales calls, inspecting calling and referral activity, managing pipeline and holding RMs accountable for commitments through Friday debriefs.
3. Deliver a differentiated Client Experience in all interactions with clients, prospects, and centers of influence driven by use of Financial Insights and other strategic advisory tools and resources.
4. Develop new business client relationships and improve market share of business loans and non-credit services, including deposits. Execute Integrated Relationship Management (IRM) with extensive inclusion of IRM partners in sales meetings and call planning, joint calling with relationship managers, and development and delivery of custom solutions, including specific efforts to serve the retail banking needs for clients' owners/management/associates (e.g. Wealth Management, Truist@Work).
5. Assume responsibility for the profitability, quality, liquidity, and growth of the team's assigned middle market loan portfolios by ensuring the servicing of all client credit relationships, including credit proposal write-ups, file documentation, legal documentation, compliance, and loan closings, identifying potential portfolio weaknesses, and managing problems/delinquent credit relationships. Ensure adequate data integrity and risk management. Interpret and ensure communication of and adherence to the Bank's policies, programs and objectives.
6. Responsible for employment, training, performance ratings, salary changes, promotions, transfers, terminations, career enhancement and staffing for Middle Market team.
7. Support Community Advisory Board activities. Participate in civic, government, professional, business, and community affairs, associations and groups to solicit new business.
8. In addition to leading a team of middle market bankers, the MMBL may also be an individual contributor with an individual portfolio of clients and individual production expectations.
QUALIFICATIONS
Required Qualifications:
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
1. Bachelor's degree or equivalent education and related training
2. Ten years of experience in financial services
3. Ability to grasp large complex Middle Market C&I credits clearly
4. Proficient in managing large and complex corporate relationships; knowledgeable and experienced in complex credit products and structuring, including loan syndication and participations and Industry and Specialty Advisory solutions
5. Strong interpersonal communications, capable of leading and developing Middle Market Bankers using the Truist leadership philosophy
Preferred Qualifications:
1. Master's degree in business administration (MBA)
The annual salary for this position is $235,000 - 275,000 per year.
**General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:** All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. 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. For more details on Truist's generous benefit plans, please visit our Benefits site (*****************************
. 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. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
**_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._**
EEO is the Law (**************************************************************************************************
E-Verify (https://pp-cdn.phenompeople.com/CareerConnectResources/prod/TBJTBFUS/documents/E-Verify\_Participation\_Poster-17**********1.pdf)
IER Right to Work (https://pp-cdn.phenompeople.com/CareerConnectResources/prod/TBJTBFUS/documents/IER\_RightToWorkPoster-17**********8.pdf)
$75k-120k yearly est. 60d+ ago
Senior Quantitative Operations Manager
Truist Financial Corporation 4.5
Truist Financial Corporation job in Atlanta, GA or remote
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.
Need Help?
If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response).
Regular or Temporary:
Regular
Language Fluency: English (Required)
Work Shift:
1st shift (United States of America)
Please review the following job description:
Manage Model Implementation team responsible for developing, testing, and documenting risk model implementations, configuring models and platforms, running batch models for account management and risk ratings, and managing enterprise applications for credit risk ratings. Lead the bank's efforts to establish and manage model implementation platforms including third party and internal applications supporting commercial lending, risk ratings, account management, early warning systems, capital adequacy assessments, and financial crimes alerts for multiple lines of business.
This position is approved for telecommuting and can be performed remotely within the Atlanta Metro area.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
* Manage model implementation projects and configuration work to support commercial and small business risk ratings, batch models for account management, early warning system models, and financial crimes models. Ensure timely delivery of implementations with sufficient testing and documentation to manage operational risk of processes.
* Provide subject matter expertise and thought leadership to internal clients, cross-functional teams, and oversight groups involved in the use of models and systems housing models. Balance corporate needs for large-scale functionality and efficiency gains with short-term improvements and tight timelines.
* Leverage experience managing large-scale implementations and configurations to assist cross-functional teams with project planning and ongoing management of projects. Collaborate with information technology teams to ensure system conversions are successful by anticipating potential issues and roadblocks.
* Assist internal stakeholders in understanding and obtaining data involving commercial lending platforms, including financial spreads and risk ratings. Provide data to oversight groups as requested, leveraging expertise with the data.
* Manage development of team skills, including technology expertise and soft skills. Support team member growth and project success by aligning project duties with interests and capabilities. Provide positive, supportive leadership to team members and others outside the team. Assist with their work as needed to meet project goals and teach new skills.
* Recommend selection of systems, technologies, and implementation solutions to maximize functionality and flexibility while managing operational risks, key person risk, and corporate expenses.
* Partner with manager to supervise production runs for models run in batch on a regular basis. Ensure successful runs and documented, auditable processes.
* Assist manager with vendor management involving procurement and oversight of products and services. Fulfill application ownership responsibilities in partnership with other managers in Model Development Operations.
* Proactively communicate with and plan implementation efforts with internal and external stakeholders such as Model Risk Management, Audit, Credit, testing and training teams, and regulators.
* Recruit, manage, and retain the Model Implementation team comprised of quantitative operations officers and specialists.
QUALIFICATIONS
Required Qualifications:
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
* MBA or master's degree in a quantitative field such as Computer Science, MIS, Operations Research, or Statistics plus 10 years of experience developing, implementing, running, and/or applying risk models for decision making.
* 10 years of experience leveraging SAS, R, Python, or similar tools for quantitative or analytical purposes, with at least 5 years managing a team in financial services performing these activities.
* Demonstrated proficiency in communicating with upper management, regulators and governance groups; leading cross-functional teams; managing projects; managing operational risk of production processes; securing agreements with vendors; and implementing models in production systems.
Preferred Qualifications:
* 5 years managing implementation or production processing of credit risk models or financial crimes models for a financial institution.
* Familiarity with business use of risk rating models, functional use and technical design of credit lending platforms, and how these platforms support Credit processes.
* Familiarity with CCAR or CECL models and Sarbanes-Oxley standards for financial data reporting.
* Familiarity with software development life cycle components including experience supervising testing efforts including smoke testing, SIT, and UAT.
* Demonstrated proficiency with Excel/VBA, MS Project, Visio, and the full suite of MS Office software. Experience with SQL and a business intelligence tool (e.g., QlikView, Tableau, MicroStrategy). Experience implementing models in at least one the following third-party platforms: Moody's MRA/MRO/Credit Lens, NICE Actimize, FIS Origenate, Equifax Interconnect, or FICO Triad.
* Familiarity with Truist businesses, systems, and data.
General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. 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. For more details on Truist's generous benefit plans, please visit our Benefits site. 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. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
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.
EEO is the Law E-Verify IER Right to Work
$100k-134k yearly est. 60d+ ago
Retail Mortgage Loan Originator
Truist Financial Corporation 4.5
Truist Financial Corporation job in Cincinnati, OH
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.
Need Help?
If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response).
Regular or Temporary:
Regular
Language Fluency: English (Required)
Work Shift:
1st shift (United States of America)
Please review the following job description:
Responsible for the sales and marketing of Truist Mortgage Loan products within bank policies and procedures as well as consistent, effective referrals of mortgage clients for other bank services, including the qualifying package of services, and insurance products.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
1. Execute effective mortgage marketing and development plans to meet or exceed agreed upon mortgage
production goals.
2. Maintain a complete and thorough knowledge of the Mortgage Strategies, Policies and Procedures, as well
as secondary market investor's guidelines utilized by Truist.
3. Adhere to and comply fully with any and all Truist policies and procedures related to internal and external
rules and regulations, particularly those established by State and Federal law.
4. Provide mortgage clients sound mortgage advice based on a full understanding of client needs as well as
Truist Mortgage products and their benefits.
5. Consistently execute on Truist's referral process by introducing mortgage clients to other bank
solutions for deepening client opportunities.
6. Assist Mortgage Loan Fulfillment with client, attorney, or appraiser document follow-up as determined
through quality control or post-closing review.
7. This position is paid solely on commissions based on the applicable standard commission rate and terms, which may include a salary draw.
QUALIFICATIONS
Required Qualifications:
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
1. 1+ year(s) experience in banking and/or lending environment with basic knowledge of
residential property types
2. Good organizational, written and verbal communication skills
3. Possesses solid interpersonal and negotiation skills
4. Demonstrated proficiency in relevant computer applications
5. Must be SAFE Mortgage Licensing Act compliant within 30 days of employment in this role including new
or transfer of registration, and applicable NMLS acceptable background check
Preferred Qualifications:
1. Bachelor's degree in Business, Marketing, Accounting, or related studies or equivalent financial sales experience.
2. Two or more years of experience in residential mortgage lending with solid knowledge of the local market and regulations.
3. Previous sales awards and leadership positions.
OTHER JOB REQUIREMENTS / WORKING CONDITIONS
Sitting/Standing/Walking/Bending/Lifting
Sitting Frequently (25% - 50% of the time)
Standing Frequently (25% - 50% of the time)
Walking Frequently (25% - 50% of the time)
Lifting Up to 25 lbs.
Visual / Audio / Speaking
Able to access and interpret client information received from the computer and able to hear and speak with individuals in person and on the phone.
Manual Dexterity / Keyboarding
Able to work standard office equipment, including PC keyboard and mouse, copy/fax machines, and printers.
Availability
Able to work all hours scheduled, including overtime as directed by manager/supervisor and required by business need.
Travel
Up to 75%
General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. 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. For more details on Truist's generous benefit plans, please visit our Benefits site. 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. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
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.
EEO is the Law E-Verify IER Right to Work
$30k-45k yearly est. 33d ago
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Grandbridge Real Estate Capital may also be known as or be related to Grandbridge Real Estate Capital, Grandbridge Real Estate Capital LLC and Truist Bank.