Trust Administration Advisor
Richmond, VA jobs
**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 (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:**
This is a Remote position, preferably 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 (**************************************************************************************************
Pay Transparency Nondiscrimination Provision (***********************************************************************************************
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Senior Quantitative Operations Manager
Atlanta, GA jobs
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.
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Senior Technical Recruiter
Bethesda, MD jobs
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.
Auto-ApplySenior Analyst, GSE Production
Remote
Department:
Multifamily - Debt
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
The Multifamily Finance experts work with correspondents, brokers, and directly with borrowers around the nation to originate loans. Multifamily Finance coordinates with Underwriting, Closing, and Asset Management to close new loans and retain existing clients.
Primary Responsibilities
Inputting and modeling multifamily data and create Narrative Packages for Fannie Mae, Freddie Mac and other capital sources.
Work within DUS Gateway and Freddie Mac OUS systems to upload quote packages.
Assist in organizing all marketing efforts, including writing press releases, create deal ‘tombstones' and coordinating with W&D marketing for client events.
Manage, Maintain, and Update our pipeline report
Responsible for managing production team's salesforce entries for all new and existing loans and clients
Mine clients SREO's for refinance opportunities
Keep up and track all quotes, which would be presented to clients in a debt matrix
Assist production team in tracking deals during underwriting
Conduct property tours as needed
Participate in weekly Production Meetings
Complete Lost Deal information in Salesforce
Prepare Transition Memo on all deals once we have a signed application
Participate in Kick-Off meetings with producer, underwriter and closer for all loans under application
Serve as a liaison between production, underwriting and closing as deals are processed
Interface with clients, mortgage brokers, lenders and other lending participants
Travel required to some industry events, client meetings and property inspections/tours
Communicate and problem-solve daily with teammates, clients, vendors, and other stakeholders, often in combination with travel
Other skills related to building a career in Multifamily Finance
Perform other duties as assigned
Attendance is generally 8:30 am - 5:30 pm EST Monday through Friday with the ability to work up to 2 of those days remotely
Education and Experience
Bachelor's degree (prefer finance and/or real estate concentration)
2+ years financial analyst experience with commercial real estate owner, broker, appraiser or financial institution.
Multifamily agency experience a plus.
Proficient in MS Word, Salesforce, and SharePoint.
Knowledge, Skills and Abilities
Excellent financial modeling skills including thorough knowledge of MS Excel
Strong written and oral communication skills
Detail oriented, organized and accurate
Ability to handle multiple tasks
Ability to work productively in time sensitive situations
Good concept of financial analysis of income producing real estate
Good organization and analytical skills
Exhibit good teamwork and cooperation
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 $70,000 - $80,000, 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-CR1
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.
Auto-ApplySVP, Business Development, Investor Relations
Calabasas, CA jobs
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.
Auto-ApplyCommercial Real Estate Insurance Risk Analyst - Grandbridge Real Estate Capital - REMOTE POSITION
Michigan jobs
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 position will support the Servicing and Asset Management department and serves as the primary resource for insurance monitoring and compliance for a book of commercial loans financed through Fannie Mae, Freddie Mae, FHA, Life Insurance Companies and Other lending programs. Specific responsibilities include, but are not limited to:
Review, analyze and interpret all types of property and liability insurance policies for commercial real estate loans to ensure compliance with loan documents, investor requirements, government regulations (Fannie Mae, Freddie Mac and FHA/Ginnie Mae) and internal policies and procedures
Review replacement cost and loss of income calculations for commercial real estate insurance policies to ensure compliance with loan documents and investor guidelines
Complete Blanket Analysis as required
Review casualty losses incurred on commercial properties and advise internal and/or external clients regarding insurance coverage and loss proceed requirements relating to those casualties
Correspond, as necessary, with borrowers, insurance agents, and insurance companies to resolve any loan compliance issues or discrepancies related to insurance
Subject matter expert who can be a resource for other associates relating to insurance and resolve insurance related discrepancies
Monitor the insurance process and ensure that proper insurance coverage is in place for the commercial real estate properties securing loans serviced by the department as required by the loan documents, investor requirements, government regulations and internal policies and procedures
Work closely with management and staff to ensure compliance with policies and procedures relating to insurance including, but not limited to, collection of insurance certificates (ACORD form) and/or policies, payment of premiums, monitoring expirations, etc.
Recommend enhancements to insurance related processes that reduce risk and increase efficiencies
Monitor and ensure the data contained in the loan servicing system, as well as investor and GSE (Government Sponsored Enterprise) websites, is updated to reflect the current status regarding insurance policies including, but not limited to, effective dates, coverage amounts, etc.
Oversee the process for securing any forced place insurance coverage that is required due to non-compliance with loan agreements and advise management regarding costs, coverage and risks associated with those policies
Assist with the coordination of insurance matters relating to servicing transfers - incoming and outgoing
Ensure appropriate documentation of completed compliance reviews
Must be a team player and have the willingness to help others when needed
Achieve or exceed minimum training hours as stated in the department's policy
Some travel may be required
Other duties as assigned
Required Skills / Qualifications:
Extensive knowledge of the various types of commercial property insurance policies
Commercial insurance agency and/or servicing work experience
Insurance compliance background including, but not limited to, coverage discrepancies, industry standards and government regulations
Strong written and verbal communication skills
Demonstrated ability to work with teammates and customers at all levels within an organization
Strong PC skills, including a demonstrated proficiency with Microsoft Office applications such as Excel, Outlook and Word
Professional and polished demeanor
Excellent time management skills with a demonstrated ability to multi-task, follow through on commitments, meet deadlines and drive results
Ability to work well under pressure and within tight time constraints, process high volumes, including the ability to work overtime if required
Strong customer service skills
Desired Skills / Qualifications:
Insurance certifications and/or designations such as CIC, ARM, AU, CLCS, CPCU
Commercial multifamily insurance compliance background relating to FNMA, FHLMC and FHA/GNMA
Prior commercial real estate loan servicing experience
4 year degree
Truist stands for better.
Our relentless pursuit of better at Truist means we're always looking forward. Pursuing what's next. Boldly believing in the power of what we can achieve together. Our promise to stand for better means we're creating smarter and easier experiences for clients. It means we're connecting people and businesses to build confidence and create meaningful change in lives and communities. And it means we do the right thing, we speak up for those who may not be heard, and we challenge the status quo. Every decision we make starts with this belief in better.
Touch. Technology. Trust.
Truist is combining distinctive personal service with investments in innovation to create transformational client experiences. We believe the unique blend of human touch and innovative technology will set us apart, instill confidence, and build deeper levels of trust with our clients.
#LI-REMOTE
#Grandbridge #RealEstate
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 Pay Transparency Nondiscrimination Provision E-Verify
Auto-ApplySenior zOS System Programmer - Remote
Charlotte, NC jobs
**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:**
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._**
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IER Right to Work (https://pp-cdn.phenompeople.com/CareerConnectResources/prod/TBJTBFUS/documents/IER\_RightToWorkPoster-17**********8.pdf)
2026 HUD Asset Management Analyst
Atlanta, GA jobs
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.
Auto-ApplyPrincipal Enterprise Architect
Remote
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.
Auto-ApplyQuantitative Development Officer II
Richmond, VA jobs
**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:**
Lead model development efforts specific to finance and risk measurement estimation methodologies.
Responsible for all or parts of the development life cycle of assigned quantitative models related to the company's management and mitigation of risk. Ensures that risks of assigned models are properly identified and managed. Partners across the firm including Risk Functions and lines of businesses to evaluate and improve assigned models continually. Areas of model development include market, commercial, retail, credit, financial crimes, CCAR, CECL, finance and compliance risk. This position may also lead periodic model review and validation finding mitigation following deployment.
This position is approved for telecommuting and may be performed remotely from locations within the Truist footprint, primarily in major markets such as Atlanta, Charlotte, Orlando, Richmond, and others.
**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.
+ Conduct/own most aspects of the model development life cycle. The model development life cycle includes data acquisition, assessing data integrity, model development, documentation, implementation assistance and assisting with closing assurance provider issue related to the model.
+ Develop, maintain and supervise monitoring, performance reporting, and change-management processes. Work with stakeholders to ensure models fulfill the business objectives set for them.
+ Ensure model development projects and processes comply with Truist requirements for model risk management and other policy requirements.
+ Assist with mentoring and training to accelerate model development in areas of techniques, process and business knowledge.
+ Advocate towards user understanding and acceptance of models and associate analytics, including written and verbal presentations to model users, stakeholders, managers and oversight groups.
+ Serve as core point of contact to address model questions within the firm as needed, including assurance providers (e.g., Corporate Model Risk Management, Corporate Audit, and regulators). Support regulatory examinations and address respective requests.
+ Assist with identifying, recruiting, and maintaining, quantitative talent.
**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.
+ Ten years of relevant experience in best practices, or equivalent financial industry experience developing, documenting, implementing, or validating quantitative models with concentration in a particular financial domain
+ Seven+ years of model development experience using SAS or other applicable model development software/programming tools
+ Strong English communication skills, both written and verbal
+ Ability to distill complex mathematical concepts into actionable results
+ Strong work ethic; promote and conduct continued development of personal and associate knowledge base and technical skills
+ Organization skills: Ability to communicate and manage competing organizational priorities effectively
+ Problem solving skills: Strong problem-solving skills
+ Education: Advanced degree or equivalent experience in Statistics, Econometrics, Operations Research, Actuarial Science, Applied Mathematics, or other applied quantitative science, or equivalent education and related training
**Preferred Qualifications:**
+ Master's degree/PhD
+ Relevant professional designation(s)
+ Experience in risk management
+ Knowledge/experience of best practices and current regulatory environment and associated expectations within the financial services industry
**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)
Senior Cloud and Software Development Security Engineer
Remote
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.
Auto-ApplyTrust Administration Advisor
Charlotte, NC jobs
**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 (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:**
This is a Remote position, preferably 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._**
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Quantitative Operations Officer II
Atlanta, GA jobs
**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 (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:**
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._**
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SVP, Business Development, Investor Relations
Calabasas, CA jobs
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.
Auto-ApplyQuantitative Development Officer II
Charlotte, NC jobs
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 model development efforts specific to finance and risk measurement estimation methodologies.
Responsible for all or parts of the development life cycle of assigned quantitative models related to the company's management and mitigation of risk. Ensures that risks of assigned models are properly identified and managed. Partners across the firm including Risk Functions and lines of businesses to evaluate and improve assigned models continually. Areas of model development include market, commercial, retail, credit, financial crimes, CCAR, CECL, finance and compliance risk. This position may also lead periodic model review and validation finding mitigation following deployment.
This position is approved for telecommuting and may be performed remotely from locations within the Truist footprint, primarily in major markets such as Atlanta, Charlotte, Orlando, Richmond, and others.
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.
* Conduct/own most aspects of the model development life cycle. The model development life cycle includes data acquisition, assessing data integrity, model development, documentation, implementation assistance and assisting with closing assurance provider issue related to the model.
* Develop, maintain and supervise monitoring, performance reporting, and change-management processes. Work with stakeholders to ensure models fulfill the business objectives set for them.
* Ensure model development projects and processes comply with Truist requirements for model risk management and other policy requirements.
* Assist with mentoring and training to accelerate model development in areas of techniques, process and business knowledge.
* Advocate towards user understanding and acceptance of models and associate analytics, including written and verbal presentations to model users, stakeholders, managers and oversight groups.
* Serve as core point of contact to address model questions within the firm as needed, including assurance providers (e.g., Corporate Model Risk Management, Corporate Audit, and regulators). Support regulatory examinations and address respective requests.
* Assist with identifying, recruiting, and maintaining, quantitative talent.
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.
* Ten years of relevant experience in best practices, or equivalent financial industry experience developing, documenting, implementing, or validating quantitative models with concentration in a particular financial domain
* Seven+ years of model development experience using SAS or other applicable model development software/programming tools
* Strong English communication skills, both written and verbal
* Ability to distill complex mathematical concepts into actionable results
* Strong work ethic; promote and conduct continued development of personal and associate knowledge base and technical skills
* Organization skills: Ability to communicate and manage competing organizational priorities effectively
* Problem solving skills: Strong problem-solving skills
* Education: Advanced degree or equivalent experience in Statistics, Econometrics, Operations Research, Actuarial Science, Applied Mathematics, or other applied quantitative science, or equivalent education and related training
Preferred Qualifications:
* Master's degree/PhD
* Relevant professional designation(s)
* Experience in risk management
* Knowledge/experience of best practices and current regulatory environment and associated expectations within the financial services industry
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.
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Senior zOS System Programmer - Remote
Dallas, TX jobs
**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 (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:**
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._**
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Trust Administration Advisor
Charlotte, NC jobs
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, preferably 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.
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Senior Quantitative Operations Manager
Atlanta, GA jobs
**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 (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:**
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._**
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Senior zOS System Programmer - Remote
Atlanta, GA jobs
**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:**
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._**
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Trust Administration Advisor
Nashville, TN jobs
**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 (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:**
This is a Remote position, preferably 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 (**************************************************************************************************
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E-Verify (********************************************** Contents/E-Verify\_Participation\_Poster\_ES.pdf)