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Trimont Real Estate Advisors jobs - 509 jobs

  • Director, Capital Markets

    Trimont Real Estate Advisors LLC 3.7company rating

    Trimont Real Estate Advisors LLC job in Atlanta, GA

    US Atlanta Corporate 3500 Lenox Rd NE Suite G1 Atlanta, GA 30326, USA Founded in 1988, Trimont (*************** ) is a specialized global commercial real estate loan services provider and partner for lenders and investors seeking the infrastructure and capabilities needed to help them scale their business and make informed, effective decisions related to the deployment, management and administration of commercial real estate secured credit. As the largest master servicer of commercial real estate loans in the United States, Trimont manages securitizations with meticulous oversight and coordination-protecting cash flows, mitigating risk, and ensuring portfolio performance. We do this with a team of 1100+ extraordinary team members who serve a global client base from offices in Atlanta (headquarters), Bengaluru, Charlotte, Dallas, Hyderabad, Kansas City, London, New York and Sydney. We empower our people with advanced technology, industry-leading knowledge, and a culture centered on our core values. This approach enables our teams to deliver exceptional client service, build lasting relationships and take pride in the high-quality work they perform. Trimont is an innovative firm where visionary professionals come to learn, grow, and thrive with colleagues driven by curiosity and collaboration. Learn: We believe ongoing learning is critical and are focused on providing a work environment where all team members can take ownership of their careers. Grow: We work alongside the largest institutional lenders in the world, overseeing the most significant projects in the industry. This unique opportunity allows us to broaden our skillset and develop our abilities by tackling some of the industry's most challenging and exciting endeavors. Thrive: Our firm is a place where ethics and excellence meet to create an experience that matches our capabilities. There are no limits to what we as team members and as an organization, can achieve together. Where people, purpose, and progress come together every day. Job Summary The Director, Capital Markets will be responsible for creating and implementing the reporting and daily oversight of the company's lender and investor activity, as well as internal reporting for Company. In addition, this role will provide support as needed to the Managing Director, Capital Markets as it relates to the broader oversight and management of the company's capital structure. This role will report to the Managing Director, Capital Markets and will work closely in a collaborative and integrated manner with the broader finance function and the operating business leaders. This role requires a self-starter and critical thinker to help advance the organization. Responsibilities Oversee the creation and ongoing reporting of a master portfolio data tape, including financial and operational elements, to facilitate continued cash management processes, return profiles by portfolio, covenant compliance and utilize master file to support internal finance processes such as accounting close, cash forecasting, balance sheet forecasting, and other operational reporting Collaborate with internal technology owners to create a process to produce internal Key Performance Indicator (KPI) reporting in Excel, Power Business Intelligence (BI) or other comparable form, at the portfolio level and enterprise-wise on a monthly basis or more frequently as may be required Develop and maintain comprehensive deposit reporting procedures, utilizing standard bank reports, Enterprise Resource Planning (ERP) system data in order to create and update enterprise-wide deposit forecast Maintains daily portfolio Accounts Receivable (AR) Roll-forward for Servicing Agreement File (SAF) investment vehicle, which includes providing portfolio return and fee reporting to external capital providers and Accounting monthly Further develop monthly and quarterly lender reporting packages for 3 investment vehicles, including covenant compliance for internal management reporting and external counterparty reporting Working closely with a cross section of departments within the company, including finance, risk & data reporting and treasury, develop a detailed ongoing understanding of various portfolios and the financial reporting associated with each. Develop detailed tracking and reconciliation policies, procedures, review functions, reporting structures and outputs that meet the requirements of the relevant capital providers Ensure capital provider reporting aligns with business level reporting and can be effectuated consistently and repeatably with accuracy Support the Managing Director, Capital Markets with capital markets engagement, including rating agency reporting requirements, and supporting future transactions such as public debt issuances, additional equity investments. As requested, perform additional duties as they relate to capital management and financial performance and reporting Required Qualifications Bachelor's degree in finance or a business-related degree. 7+ years' experience in related fields. Advance level Excel experience, particularly with large data sets and financial analysis Structured Query Language (SQL) experience required, with the ability to critically review and develop innovative reporting output, ideally in Power BI or Excel Demonstrates disciplined attention to detail. Committed to consistently delivering high-quality work across all tasks. Adept of working efficiently in a deadline-oriented environment within a defined reporting framework. Knowledge of commercial real estate financing and securitization transactions and related terminology is preferred. Strong verbal and written communication skills are crucial for engagement Demonstrated capacity to achieve results in a dynamic setting. Skilled in managing sensitive information while upholding privacy. Ability to work both independently and within a team environment. Trimont is an equal opportunity employer, and we're proud to support and celebrate diversity in the workplace. If you have a disability and need an accommodation or assistance with the application process and/or using our website, please contact us. We are proud to maintain a drug-free policy, ensuring that our community is a secure and productive space for all our team members. Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor. #J-18808-Ljbffr
    $61k-96k yearly est. 2d ago
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  • Assistant Vice President, Investments

    Northmarq 4.4company rating

    Atlanta, GA job

    Job Description At Northmarq, you can be part of something special. Northmarq is a unique capital markets resource for commercial real estate investors, providing our clients access to experts in debt, equity, investment sales, loan servicing, and fund management. We offer you a career path with best-in-class training, and we foster inclusive teams committed to collaboration, mentoring, and growth. At Northmarq, we will help you unlock your potential - whether you are an industry veteran or you're just getting started. Your new career is waiting. Start something special today. Northmarq was voted by Real Estate Forum as one of The Best Places to Work in Commercial Real Estate! Northmarq is looking to expand its well-established Fund Management team in its Atlanta, GA office. We're hiring an AVP, Investments to play a key role in both deal origination and execution, serve as a key member of the acquisitions team, focused on evaluating, underwriting, and executing new acquisitions from initial review through closing, including direct interaction with clients and leadership. This position offers significant responsibility, visibility, and the opportunity to thrive in a flat, entrepreneurial environment. *This position is an in-office position, with an immediate start date. Responsibilities: Play an integral role on the acquisitions and investments team, evaluating, underwriting, and executing new acquisitions from initial review through closing. Evaluate and underwrite new acquisitions and investments, including direct interaction with sponsors, borrowers and lenders. Oversee financial modeling and cash flow analysis of potential investments, including property-level forecast models in both Argus and Excel. Lead due diligence of new acquisitions by coordinating review of property-level information, financial statements, and third-party reports. Support team in JV documentation for new acquisitions, working directly with outside counsel on transaction documents. Lead the process of creating and submitting investment committee recommendations for new acquisitions and related investment initiatives. Present findings and recommendations to senior leadership, addressing questions and feedback. Provide team with current market research information regarding trends in market demographics and competitive analysis, to support sourcing and investment decisions. Lead and participate in special projects that advance investment strategy and support overall team initiatives. Direct and mentor analysts/associates, providing guidance on analysis, underwriting, and professional development. What We Are Looking For: Education & Experience: Bachelor's degree required; Master's degree and/or advanced professional designation (e.g. CFA, CPA) is preferred. Minimum 3-5 years of experience in real estate private equity, investment banking, or principal investing with a primary focus on acquisitions and new investment execution required. Advanced proficiency in MS Office (e.g. Excel) required; Argus experience strongly preferred. Demonstrated expertise in financial modeling, underwriting, and acquisitions transaction execution, with a strong command of financial analysis and valuation methodologies, and the ability to synthesize complex analyses into clear, actionable investment theses. Exceptional ability to manage multiple assignments while communicating clearly and effectively, with proven strength in presenting financial insights, investment strategies, and transaction rationales persuasively to senior leadership and external partners. Proven ability to manage multiple transactions simultaneously, balancing competing priorities with accuracy and attention to detail. Well-developed relationship-building skills, including the ability to work directly with sponsors, lenders, and partners, as well as peers, senior leadership, and internal stakeholders. Established ability to mentor and develop junior team members. Self-driven, resourceful, and collaborative, with a creative approach to problem-solving and a high level of integrity. Northmarq offers a highly competitive benefits package including: medical, dental, vision, paid time off, 401K match and an annual discretionary contribution based on business performance, paid parental leave and adoption assistance, education assistance, volunteer paid time off, charitable contribution match and so much more! #LI-Onsite #LI-MS1
    $78k-118k yearly est. 4d ago
  • Trust Administration Advisor

    Truist Financial Corporation 4.5company rating

    Remote or Atlanta, GA job

    The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: This is a Remote position within the geography of Truist. JOB SUMMARY Directly administers and provides fiduciary advice and oversight for all types of Wealth trust accounts including personal trusts, special needs trusts, investment management, custodial and guardianship accounts. Manages a portfolio of varying accounts in levels of complexity and asset size. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. 1. Understands and is conversant with financial and estate planning strategies and is able to understand and interpret legal and fiduciary documents. Uses this expertise to help deliver fiduciary advice directly to clients or to the client team, depending on segmentation. 2. Partners with client teams to help drive fiduciary new business identification and onboarding. 3. Meets or exceeds client service standards, aligned by Truist Wealth segmentation strategy, by partnering with Client Advisors, Investment Portfolio Managers, Wealth Strategists, and external advisors to define and meet clients' tax, financial, estate planning, and banking goals and objectives. 4. Ensures trust administrative duties are completed in an effective and efficient manner. These tasks include comprehensive review and interpretation of governing trust and account documents, cash management, trouble shooting, and proper memorialization of files in the iWork document imaging system and Advisor Desktop systems. 5. Coordinates annual Reg-9 administrative review resolution and coordinates tax matters for assigned accounts including 1099s, 1041s, and others as appropriate. 6. Responsible for the proper escalation of matters to various internal parties including Risk Oversight, Legal, and Compliance. 7. Responsible for the completion of projects as determined by the line of business. 8. Conforms to Truist policies and procedures, applicable laws and the terms of the underlying documents (including Reg 9, Discretionary Distribution policies and procedures, Sarbanes Oxley/Anti-money Laundering). QUALIFICATIONS Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 1. 10+ years experience as a relationship manager in the Fiduciary Services, Private Wealth, or Institutional Investment Management industry with 5+ years in Trust Administration. 2. Strong knowledge of estate planning, fiduciary and tax laws. 3. Strong analytical skills including, issue identification and resolution. 4. Significant legal document interpretation skills. 5. Very knowledgeable of banking and trust systems. 6. Intermediate or advanced PC skills including standard Microsoft Office products and database applications. 7. Demonstrated organization skills and ability to prioritize work in a fast-paced environment. 8. Excellent verbal and written communication skills; able to communicate complex information clearly to clients and internal partners. 9. Ability to mentor and informally coach Trust Advisors and other members of the team. Serves as a brand ambassador for the group in engagement with clients and partners. Preferred Qualifications: 1. Undergraduate degree in business, accounting, Fiduciary Administration or related field. 2. Working towards or possess an advanced degree or certification (e.g. JD, MBA, CFP, CPA, or CTFA). 3. Experience working with Trust Financial Software General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law E-Verify IER Right to Work
    $64k-106k yearly est. 4d ago
  • Senior Investment Sales Broker (Southeast) - Retail Institutional

    Northmarq 4.4company rating

    Atlanta, GA job

    Job Description Northmarq is strategically expanding our National Platform for Retail Institutional Investment Sales. We are currently hiring experienced Investment Sales Brokers who specialize in Retail Shopping Centers and are located in the Southeast. We are a unique, national capital markets resource dedicated to serving commercial real estate investors. With integrated expertise across debt, equity, investment sales, loan servicing, and fund management, we deliver innovative solutions tailored to each client's goals and we foster inclusive teams committed to collaboration and growth. Why Northmarq: Entrepreneurial Freedom and Support - We believe in empowering brokers, not boxing them in. You'll run your day-to-day business, backed by the industry's best infrastructure, national reach, and a collaborative team of high-performers. Unmatched Platform Access- Plug into a proven, fully-integrated system with shared databases, referral networks, exclusive deal intelligence, and efficient and agile operations. Best-in-Class Resources - From precision-targeted marketing and tailored research to elite support staff and cutting-edge tech, we give you the tools to dominate your market. Built for Producers, by Producers - We have you in mind, creating an environment where top sales talent can thrive. As a producer and co-market leader, you'll shape your future and our national presence. Northmarq was voted by Real Estate Forum as one of The Best Places to Work in Commercial Real Estate! We're looking for Senior Investment Brokers with: 5+ years of proven deal success in Retail Shopping Centers across the Southeast. An entrepreneurial mindset with a hunger to grow your business. A strong reputation for generating new business, fostering client trust, and delivering repeatable results. The drive to lead, innovate, and elevate the industry standard Northmarq's Southeast offices: Atlanta; the Carolinas - Charlotte and Raleigh; and Florida - Tampa, Jacksonville, Fort Lauderdale, Miami, and West Palm Beach. #LI-Onsite
    $89k-173k yearly est. 4d ago
  • Legal Operations Business Consultant- Finance

    Truist Financial Corporation 4.5company rating

    Atlanta, GA job

    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: The Legal Operations Business Consultant - Finance is responsible for supporting the financial management and operations within the Legal Department. This role involves analyzing legal spend, budgeting, planning, forecasting, and ensuring compliance with related policies and procedures. The ideal candidate will have strong analytical skills, a deep understanding of financial principles, and the ability to work collaboratively with various stakeholders. The Legal Operations Business Consultant reports to the Legal Operations Manager of Enterprise Functions. The position will work closely with the Head of Legal Operations, Senior Legal Managers and the Chief Legal Officer. * Role has in office expectations ESSENTIAL DUTIES AND RESPONSIBILITIES The 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. Conduct detailed financial analysis of the Legal Department's expenditures, including outside counsel and vendor costs. Identify trends, variances, and opportunities for cost savings. 2. Assist in the preparation of the overall Legal Departments and respective practice areas' budget and monthly forecasts. Monitor budget performance and analyze variances. 3. Partner with the Data Analytics Team to track and report on legal spend, providing insights to legal and finance leadership. Utilize dashboards and reports for effective spend management. 4. Collaborate with the procurement team and other stakeholders to establish budgets and advise on the financial impact of departmental expenses related to technology and legal-related vendors. 5. Prepare and present financial reports to the legal operations and finance teams. Ensure accurate and timely reporting in line with corporate guidelines. 6. Identify and implement process improvements in financial operations within the Legal Department. Work on automation and optimization of financial workflows. 7. Monitor financial activities within the Legal Department to comply with policies and internal controls. 8. Serve as primary contact with Finance and partner with other cross-functional teams to align on budget goals, spending initiatives, and reporting requirements. 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 in Finance, Accounting, Business Administration, or a related field 2. 5 or more years of experience in financial analysis, budgeting, or a related role, preferably within a legal or corporate environment 3. Strong analytical skills with the ability to interpret complex data and provide actionable insights 4. Proficiency in financial software and tools, such as Excel, SAP, or other ERP systems 5. Excellent communication and presentation skills, with the ability to convey financial information to non-financial stakeholders 6. Solid organizational skills with attention to detail 7. Superb verbal and written communication skills 8. Ability to work within a large organization and collaborate and partner with cross-functional teams 9. Ability to interact effectively with people at all organizational levels of the firm and build strong relationships with internal stakeholders 10. Executive presence and ability to act as primary contact on assigned engagements 11. Ability to work independently, manage multiple tasks, and meet deadlines in a fast-paced environment 12. Strong attention to detail Preferred Qualifications: 1. A relevant master's degree or professional certification (e.g., CPA, CFA) is a plus 2. 7 or more years of experience in financial analysis, budgeting, or a related role, preferably within a legal or corporate environment 3. Experience with legal spend management tools (e.g., eBilling, matter management systems) General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law E-Verify IER Right to Work
    $93k-120k yearly est. 53d ago
  • Kubernetes Application Onboarding Specialist

    Truist Financial Corporation 4.5company rating

    Atlanta, GA job

    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: We are seeking a skilled Kubernetes App Onboarding Specialist to join our dynamic team. The ideal candidate will have extensive experience in deploying and managing applications on Kubernetes/OpenShift platforms, ensuring seamless integration and operation within our multi-tenant environment. 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. Develop customized coding, software integration, perform analysis, configure solutions, using tools specific to the project or the area. 2. Lead and participate in the development, testing, implementation, maintenance, and support of highly complex solutions in adherence to company standards, including robust unit testing and support for subsequent release testing. 3. Build non-functional monitoring capabilities and provide escalated support for highly complex applications in production. 4. Build in and maintain security controls and monitoring in support of company standards. 5. Typically lead moderately complex projects and participate in larger, more complex initiatives. 6. Solve complex technical and operational problems. Act as a resource for teammates with less experience 7. May oversee the work of a small team. 8. In an Agile environment: Responsible for delivering high quality working software and automating manual/reusable tasks working directly, and engage with, the business from the beginning of the design work. Leverage continuous engineering practices to deliver business value regarding effectiveness of the design. Actively participate in refining user stories. Responsible for design, developing, and maintaining automated unit testing, and supporting integration and functional testing. Responsible for providing automated monitoring capabilities, providing warranty support, and providing knowledge transfer to production support. Develop code in accordance with the acceptance criteria established by the Product Owner. 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 four to seven years of experience or equivalent education and software engineering training or experience 2. In-depth knowledge in information systems and ability to identify, apply, and implement IT best practices 3. Understanding of key business processes and competitive strategies related to the IT function 4. Ability to plan and manage projects and solve complex problems by applying best practices 5. Ability to provide direction and mentor less experienced teammates. Ability to interpret and convey complex, difficult, or sensitive information Preferred Qualifications: 1. Minimum of 1-3 years of direct experience in Kubernetes or similar container orchestration technologies. 2. Minimum of 1-3 years of experience with container creation and support. 3. Proficient in application deployment strategies on Kubernetes/OpenShift. 4. Expert in authoring CI/CD pipelines, preferably using tools like Jenkins, GitLab CI, or ArgoCD. 5. Comfort with Helm, able to write and modify existing Helm charts and their values files 6. Deep understanding of Kubernetes/OpenShift objects (Pods, Services, Deployments, ConfigMaps, Secrets, etc.) and appropriate use cases. 7. In-depth knowledge of Security Context Constraints (SCCs) and their implementation. 8. Experience in managing applications on multi-tenant Kubernetes clusters. 9. Comfortable with editing and scripting YAML/JSON configurations. 10. Expertise in ensuring high availability of applications within Kubernetes. 11. Familiarity with Kubernetes-native storage solutions (e.g., Persistent Volumes, CSI drivers). 12. Intermediate level understanding of how to build container images from enterprise environments. 13. Intermediate development skills for debugging purposes to distinguish between application and infrastructure issues. 14. Comfort working in a highly secured enterprise environment. 15. Service accounts, bastion hosts and other processes will be part of daily life. 16. Experience working with Skopeo / Podman for image management. 17. Experience with monitoring and logging solutions like Prometheus, Grafana, Dynatrace, Splunk, OpenTelemetry, etc. Application right-sizing. 18. Knowledge of service mesh technologies like Istio or Linkerd for microservices management. 19. Understanding of network policies and ingress controllers in Kubernetes and routes on OpenShift. 20. Comfortable working with APIs. 21. Experience using AI to generate initial drafts of Kubernetes YAMLs, Dockerfiles, CICD Pipelines, documentation, and other deliverables. 22. Also, an eye for noticing when other use it to check they have done their due diligence. 22. Skills in container runtime environments like Docker or CRI-O. 23. Familiarity with cloud provider Kubernetes services (AWS EKS, Google GKE, Azure AKS). 24. AWS Application on-boarding experience (EKS, ECS specifically) 25. Basic knowledge of Terraform OTHER JOB REQUIREMENTS / WORKING CONDITIONS Sitting Constantly (More than 50% of the time) Standing Frequently (25% - 50% of the time) Walking Frequently (25% - 50% of the time) 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 Minimal and up to 10% General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law E-Verify IER Right to Work
    $76k-113k yearly est. 9d ago
  • CSBB Portfolio Planning Lead

    Truist Financial Corporation 4.5company rating

    Atlanta, GA job

    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 will be an office centric role requiring working in the office five days per week in January 2026 at one of the locations listed on the requisition. The Portfolio Planning & Operations team is broadly responsible for designing and delivering a holistic Consumer and Small Business Banking (CSBB) portfolio of strategic initiatives and operational imperatives that ultimately deliver on our enterprise objectives. This includes managing a broad portfolio of initiatives that span a variety of work-types (strategic, operational, risk / reg., core productivity, expense, and cost management). The team is critical to driving a comprehensive and collective portfolio of change initiatives, ranging from day-to-day operational changes to large multi-year investment projects. Seated at the top of the change funnel, this team is critical to determining what change initiatives are introduced to the portfolio, recommends timing and sequencing of our work, ensures sound business rationale and rigor to pressure test as well as validate business assumptions, and partners closely with key business leaders to deliver on the growth objectives for our portfolio. Highly-motivated and strategic CSBB Portfolio Planning Lead to oversee and guide the development, resourcing, prioritization, execution, optimization, and delivery of our Consumer and Small Business Banking portfolio strategy to deliver our long-term holistic operational and strategic objectives. The CSBB Portfolio Planning Lead will work closely with executive stakeholders, cross-functional partners, and be responsible for leading junior teammates. Role is subject to change based on shifting business needs. Essential Job Duties: 1. Support the development and maintenance of the comprehensive CSBB portfolio strategy aligned to the enterprise's 5-year strategic vision, objectives, and financial results. 2. Support the development and publishing of the CSBB Execution Roadmap as well as the CSBB Consolidated Portfolio to the Chief Consumer Banking Officer. 3. Support the portfolio optimization strategy, to ensure strategic / operational alignment, efficient resourcing, trade-off decisions, and balance of risk. 4. Monitor and report on the ongoing health of the CSBB Execution Roadmap and CSBB Consolidated Portfolio. 5. Partner with cross-functional stakeholders to foster strong relationships and deliver impactful outcomes. 6. Lead and delegate small to medium tasks to junior teammates. 7. Effective presentation skills and adequate executive presence. 8. Comfortable working with ambiguity and tight deadlines. Required Qualifications: 1. Bachelor's Degree from an accredited university. 2. + 5 years of combined professional experience in Consumer Banking, Financial Services, Management Consulting, Product Management, Technology or other relevant field(s). 3. Proficient in Microsoft Office Suite (PowerPoint, Excel, Word, Visio, Project). Preferred Qualifications: 1. + 7 years of combined professional experience in Consumer Banking, Financial Services, Management Consulting, Product Management, Technology or other relevant field(s). 2. + 2 years in a Strategic discipline. 3. + 2 years' experience in Financial Analysis. 4. + 2 years' experience in Strategic Planning. 5. + 3 years' experience in Management Consulting. 6. Strategic Road Mapping and / or OKR Framework familiarity. 7. Master's degree in business administration from a top-tier University. General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law E-Verify IER Right to Work
    $81k-142k yearly est. 26d ago
  • CRE Client Specialist II

    Truist Bank 4.5company rating

    Atlanta, GA job

    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:Under limited supervision, provide sales, service and loan support to bankers, Commercial Real Estate Credit staff, and Sales Leaders managing and supporting Commercial Real Estate client portfolios. 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. Sales Support 1. Assist bankers by providing sales support, including assistance with pipeline accuracy, call preparation, ordering Financial Insights, pro-actively following up with and consistently contacting clients and prospects with letters, emails, etc. to support banker's client contact strategy and making sure that CRM data is current and accurate. Provide additional sales support as needed by scheduling appointments, creating prospect lists, providing calendar assistance, etc. 2. Support the sales process and portfolio growth through recognition of, and taking action on, referral opportunities using internal resources and data. Maintain expert-level working knowledge and awareness of products and services. Partner with bankers and Integrated Relationship Management (IRM) partners in bringing attention to any potential client needs recognized through client contact or servicing opportunities and follow up with the partner areas as opportunities progress. 3. Support banker team by pulling necessary reports or data, attending and participating in meetings, completing follow up as needed and clearly communicating within the team. Service Support 4. Provide superior client service to Commercial Real Estate clients taking ownership of client needs, problems, and requests, following through to ensure timely and accurate resolution. 5. Assist in general servicing of Commercial Real Estate loans, deposits and fee services such as Treasury assigned to bankers, including but not limited to the completion of necessary forms and documentation, account opening, pulling & working reports, processing payments, assisting in fraud resolution, general research, wire processing, general maintenance, etc. 6. Assist bankers with portfolio management ensuring accurate client assignment and account data. Monitor reporting and escalate as needed. Loan Support 7. Assist bankers with general loan support. Deliver accurate and timely information to internal loan areas as needed, communicate with the client and assist with appropriate stages of the loan process. Assist the banker in staying in compliance with regulations such as Reg B, BSA/AML, etc. Collect client information and assisting with follow up. Conduct general research and clear loan documentation exceptions. 8. Assist bankers in problem loan management and collection activities through review of past due reports, monitoring of payment postings and post-closing due diligence, contacting past due clients and bringing potential collection issues to the awareness of the banker. 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. High School diploma, or equivalent education and related training 2. Five years of related experience, preferably within financial services 3. Two years of experience in a CCS role, or similar 4. Demonstrated ability to identify, analyze and resolve issues independently 5. Advanced knowledge of related systems and processes 6. Good communication skills, both written and verbal, in relating to internal and external clients and contacts 7. Good organizational skills 8. Ability to complete all core courses outlined in the CCS training curriculum 9. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products, etc. Preferred Qualifications: 1. Associate's degree in related field 2. Possess working product knowledge of bank services and Financial Services Industry 3. Possess math aptitude with ability to grasp general accounting and financial concepts 4. Possess working knowledge of excel and/or reporting applications General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law E-Verify IER Right to Work
    $33k-48k yearly est. Auto-Apply 38d ago
  • 2027 Truist Asset Finance - Real Estate Investment Banking - Summer Analyst Program (Internship)

    Truist Bank 4.5company rating

    Atlanta, GA job

    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: Temporary Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following : Corporate Overview: Truist Wholesale Banking is the full-service Corporate and Investment Banking arm of Truist Financial Corporation (NYSE: TFC), one of the nation's largest banking organizations. Truist Wholesale Banking, together with Truist Asset Finance and Treasury Solutions, offers lending, capital markets and treasury management solutions to businesses, institutions, not-for-profit organizations and government entities. Founded more than 100 years ago, we offer large-firm capabilities in a boutique culture and value our vibrant workplace that reflects the diversity of the many communities we serve. We pride ourselves on the career development of our teammates. You'll work alongside senior-level management on real deals right from the start. We encourage and reward you to take an active role in helping our clients achieve their goals. Summer Analyst Program Overview: The Real Estate Investment Banking (REIB) Summer Analyst Program will run for approximately 10 weeks in the summer months. The Summer Analyst Program will consist of: Activities: Networking, socials, case studies and presentations, team-building projects Executive Speaker Series: CEO, Truist Securities Senior Leaders, among others Community Service: Opportunities to participate in various volunteer initiatives are provided and involvement is strongly encouraged The opportunity to interact with other groups and disciplines throughout the investment bank. Competitive Summer Analysts will be eligible to receive an offer to return in full time positions as part of our Analyst program upon graduation. Job Description: The REIB Summer Analyst Program provides the opportunity to gain exposure to a number of disciplines within investment banking. Summer Analysts will sharpen financial analysis skills, develop an understanding of corporate markets and clients, and gain experience in corporate finance and with investment banking products through on-the-job training. Within each group, Summer Analysts play a meaningful role in supporting internal and external clients. As an integral member of the team, Summer Analysts play a meaningful role in new business development, due diligence, and transaction execution. Analysts work with senior professionals to identify and evaluate opportunities and then meet with and present to prospective clients. Summer Analysts must demonstrate a mastery of financial and accounting concepts to facilitate the creation or review of in-depth financial models involved in transactions. Analysts are also charged with drafting internal and external documents and marketing materials utilized in transactions. Analysts often take a lead role in executing transactions and working with clients, attorneys, investors, interested parties and other senior professionals daily. As a result, strong organizational, communication and leadership skills are necessary to be effective in the position. This Summer Analyst role is for the Real Estate Investment Banking (REIB) Group. This position will have ample opportunities for growth and exposure to a variety of transactions, including IPOs, follow-on offerings, public debt issuances and advisory assignments as well as work alongside the group's partners in Real Estate Corporate Banking. REIB's client base consists of public REITs, institutional real estate funds, and national real estate developers and operators. Location: Truist Wholesale Banking is headquartered in Atlanta, GA, with offices throughout the U.S. in cities including Boston, Charlotte, Chicago, Dallas, Houston, Los Angeles, Miami, Nashville, Orlando, New York, San Francisco, and Washington D.C. This opportunity will be specifically for the Real Estate Investment Banking group and based in Atlanta, GA. Minimum Requirements: Scheduled graduation of December 2027 or May/June 2028 Overall GPA of 3.0 Proven analytical ability and attention to detail Solid leadership and interpersonal skills Superior written and oral communication skills Ability to work well in a fast-paced, team-oriented environment Preferred Requirements: Business major Prior completion of Accounting or Finance coursework High degree of academic and extracurricular achievement Willingness to commit substantial time and energy to the program. At this time, Truist will not sponsor an applicant for employment authorization, nor will we offer any immigration-related support for this position (including H-1B, F-1 OPT, F-1 STEM OPT, F-1 CPT, J-1, TN-1 or TN-2, E-3, or sponsorship for U.S. permanent residence.) To learn more about Truist Securities' Analyst positions, please visit the Student Programs section of our website at *************************************** General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law E-Verify IER Right to Work
    $64k-102k yearly est. Auto-Apply 4d ago
  • Commercial Banker II

    Truist 4.5company rating

    Atlanta, GA job

    **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:** Identify, solicit, develop, manage, service, retain and grow long-term commercial relationships for clients with $5MM to $75MM in annual sales. Offer a full range of loan, deposit, and fee-based services to existing and prospective commercial clients. Leverage the CCB Industry & Advisory teams as appropriate to create the optimal client experience. Refer business and personal financial needs of assigned clients through the appropriate channel according to Integrated Relationship Management (IRM). Levels (I - III) should be differentiated based on years of commercial banking experience, portfolio size, and overall potential in the role per leadership discretion. **Essential Duties and Responsibilities** _Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time._ Leverage the Truist Sales Process, Financial Insights, and the Industry & Advisory team to consistently deliver a differentiated client experience in all client, prospect and center of influence (COI) interactions. Manage, service and grow an assigned book of commercial banking clients. Execute on prospecting activities to grow new commercial banking households. Understand and contribute to the credit decisioning process, including analysis and interpretation of financial statements, credit structuring, underwriting requirements, policy knowledge, risk identification and mitigation, all in accordance with the Truist credit risk appetite. Focus on driving continual improvement in portfolio revenue growth and new production revenue. Proactively contact clients to fully develop commercial banking relationships by executing on Integrated Relationship Management (IRM) principles. Include the identification of all business and personal financial needs and bring in the appropriate partners to deliver Truist solutions. Monitor, maintain and update sales activity, pipeline, and other pertinent information using the Bank's client relationship management (CRM) system. Execute on all risk, operational, policy and quality expectations related to assigned client portfolio. **Qualifications** **Required Qualifications:** The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Bachelor's degree, or equivalent education and related training Three to eight (3-8) years of experience Clear understanding of credit and finance Excellent verbal and written communication skills Excellent negotiation skills Demonstrated proficiency in basic computer applications, such as Microsoft Office software products **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)
    $51k-69k yearly est. 3d ago
  • CFO, Core Technology Operations

    Truist Financial Corporation 4.5company rating

    Atlanta, GA job

    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: The CFO for the Core Technology Operations line of business provides deep financial expertise, strategic partnership, and operational support to senior leadership. This role owns financial planning, forecasting, and performance management, translating strategy into financial outcomes. It also leads reporting and analysis for key stakeholders including the Board of Directors, Investor Relations, and regulators, while ensuring financial integrity and strong controls across the Finance division. This role supports a large and complex portfolio, requiring advanced financial leadership across multiple functions and high-impact decision-making. In addition, the CFO will be a key partner in driving transformation across the Core Technology Operations organization - encompassing cloud migration, infrastructure modernization, resiliency engineering, and data center optimization. The role will help shape funding strategies and investment frameworks that enable scalable, secure, and cost-efficient technology platforms. This includes leading efforts to modernize financial processes, strengthen cost transparency, and align technology investments with enterprise priorities for stability, innovation, and long-term value creation. 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. 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. Deliver financial leadership and operational support for a mid-size line of business. 2. Support financial planning, forecasting, and performance management aligned with strategic goals. 3. Contribute to reporting and analysis for executive stakeholders and regulatory bodies. 4. Ensure financial accuracy, compliance, and control within a defined scope. 5. Collaborate with line leadership to translate strategy into financial outcomes. 6. Manage a team, providing coaching, development, and performance oversight. 7. Participate in cross-functional initiatives and process improvements. 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 in Accounting or Finance, or equivalent education and related training. 2. Twelve years of relevant accounting or finance experience that includes complex financial analysis. 3. Incumbent must possess the experience and business vision to provide leadership to support to the division manager and Executive leadership. 4. Sound and comprehensive understanding of business and organizational strategies and processes. Ability to build consensus through communication and presentation of factual and relevant information. 5. Strong verbal and written communication skills to interpret and communicate financial analysis to business partners in a concise and useful manner. 6. Strong analytical and problem-solving skills. 7. Sound and logical decision-making abilities. 8. Demonstrated leadership skills and ability to work well with others in a dynamic, team-oriented environment. 9. Familiarity with GAAP, with specific knowledge of GAAP related to supported LOBs. High proficiency in computer applications such as Microsoft Office Excel, PowerPoint, Word, Outlook, and other basic software products. Financial Modeling experience. Preferred Qualifications: 1. Supervisory experience of multiple teams 2. Certified Public Accountant, Certified Management Accountant, or Chartered Financial Analyst 3. Master's degree of MBA 4. Specific financial services or specialized industry experience. 5. Proficient in Essbase/Hyperion, EPM/BPC, or other enterprise accounting software. 6. Experience with macros/VBA. General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law E-Verify IER Right to Work
    $94k-175k yearly est. 60d+ ago
  • 2026 HUD Asset Management Analyst

    Walker and Dunlop, Inc. 4.9company rating

    Remote or Atlanta, GA job

    Department: Servicing - HUD We are Walker & Dunlop. We are one of the largest providers of capital to the commercial real estate industry, enabling real estate owners and operators to bring their visions of communities - where people live, work, shop, and play - to life. We are committed to creating meaningful social, environmental, and economic change in our communities. Department Overview Our Servicing experts service all Fannie Mae, Freddie Mac, and FHA Finance loans originated by Walker & Dunlop as well as certain life insurance company, bank, and CMBS loans. Our Servicing experts are the borrower's primary point of contact and ensure that the requirements of the investors are met from loan closing through payoff. The Department consists of six main functional areas: Loan Administration, Asset Management, Insurance Compliance, Investor Reporting, Treasury, and Compliance. W&D's Servicing portfolio is the 8th largest in the U.S., and W&D is one of Fitch's highest-rated Servicers, with a rating of CPS1-. The Impact You Will Have This position is a key member of the HUD Asset Management team, responsible for the monitoring of property financial statements and inspections, lease-up monitoring for construction projects, general portfolio surveillance, and assisting asset managers with borrower consent requests. Primary Responsibilities * Track and maintain annual financial reporting requirements in the company's servicing system; manage financial statement collection efforts; coordinate delivery of financial statements to vendor and receipt of analysis from vendor; review vendor analysis for exceptions; communicate with borrowers and HUD. * Track and maintain quarterly financial reporting requirements for healthcare loans in the company's servicing system; manage financial statement collection efforts; coordinate delivery of financial statements to HUD; communicate with borrowers, healthcare facility operators, and HUD. * Track and maintain property inspection requirements; coordinate scheduling with inspection vendor; review inspection reports and recommend follow up actions; prepare communications to borrowers; monitor follow up actions through resolution. * Ensure quality of loan and client data in the company's servicing system. * Identify "watch list" properties and work with asset managers and borrowers to identify root causes of the poor performance and action plan of correction. Coordinate submission and approval of action plans of correction with HUD. * Monitor lease-up of construction projects. * Maintain open communication with borrowers, HUD, vendors, and W&D staff. * Assist asset managers with borrower consent requests. * Handle additional projects as assigned. * Communicate and problem-solve daily with teammates, clients, vendors, and other stakeholders, often in combination with travel. * Perform other duties as assigned. * Attendance is generally required from 8:30 am - 5:30 pm local time, Tuesday through Thursday, with the option to work remotely on Mondays and Fridays. Education and Experience * Bachelor's degree in Finance, Accounting, Real Estate, Business Administration, Government/Political Science or related field, and/or minimum of 2 years' experience in commercial real estate setting. * Knowledge of HUD programs and systems strongly preferred. Knowledge, Skills and Abilities * Must demonstrate excellent written and verbal communication skills. * Proficient in the use of MS Office products. Knowledge of intermediate to advanced Excel functions such as VLOOKUP and use of Excel VBA macros preferred. * Excellent organizational skills and attention to detail. * Excellent interpersonal and customer service skills with strong work ethic. * Ability to show ownership of your work, take on challenges and acknowledge growth opportunities, and demonstrate patience when learning new processes * Courtesy, respect, and thoughtfulness in teaming with colleagues and other stakeholders * Ability to show ownership of your work, take on challenges and acknowledge growth opportunities, and demonstrate patience when learning new processes * Courtesy, respect, and thoughtfulness in teaming with colleagues and other stakeholders This position has an estimated base salary of $55,000 - $62,500 plus discretionary bonus. An employment offer is based on the applicant's relevant work experience, applicable knowledge, skills, abilities, internal equity, and alignment with market data. What We Offer * The opportunity to join one of Fortune Magazine's Great Places to Work winners from 2015-2023 * Comprehensive benefit options* that have earned Walker & Dunlop the silver level of the 2022 Cigna Healthy Workforce Designation, some of which include: * Up to 83% subsidized medical payroll deductions * Competitive dental and vision benefits * 401(k) + match * Pre-tax transit and commuting benefits * A robust health and wellness program - earn cash rewards and gain access to resources that promote health, engagement, and balance * Paid maternity and parental leave, as well as other family paid leave programs * Company-paid life, short and long-term disability insurance * Health Savings Account and Healthcare and Dependent Care Flexible Spending * Career development opportunities * Empowerment and encouragement to give back - volunteer hours and donation matching * Eligibility may vary based on average number of hours worked EEO Statement We are committed to equity in all steps of the recruitment and employment experience. We believe in equal access to opportunities in our workplace. We do not tolerate discrimination, including harassment, based on any characteristic protected by applicable law, such as race, color, national origin, religion, gender identity, sexual orientation, sex, age, disability, veteran or military status, and genetic information, or any other characteristic protected by applicable law. We strive to be a safe place to ask questions, build professional relationships, and develop careers. SPAM Please be wary of recruitment scams. An indication of a scam might be a request for sensitive or bank information at the time of application or emails coming from a non walkerdunlop.com email address. Please call us at ************, if you have any concerns about information requested during or after the application process. Fair Chance Hiring Background checks, including any questions related to infractions, arrests, or conviction records, will not be conducted until after a conditional offer of employment has been accepted. We will consider for employment qualified applicants regardless of arrest and conviction records, in accordance with federal, state, and local laws.
    $55k-62.5k yearly Auto-Apply 60d+ ago
  • Business Operations Strategist

    Truist 4.5company rating

    Atlanta, GA job

    **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:** ** This position is on-site 5 days per/week ** The purpose of this role is to design, develop, and execute strategies that align to the development of sustainable solutions that advance Enterprise Technology (ET) operational performance. Serve as a key subject matter expert (SME) on business operations for the Enterprise Technology enterprise. Lead developing a reporting roadmap and validation reporting. **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. Support the Business Operations function spanning ET or for a leader of a specific division within ET. 2. Support leader Executive Reporting routines (including but not limited to Board, Committee, Operating, Staff, Investor Relations, External Media) 3. Support various efforts or projects of significant complexity and/or risk exposure 4. Indirectly or directly support a team or multiple teams of internal and/or external ET resources to deliver various efforts or projects 5. Identify and implement Continuous Improvements to create efficiencies in the running of the organization (including creation and maintenance of policies, procedures, and/or job aids, and process automation) 6. Establish and maintain relationships across all levels of leadership and partners including but not limited to Finance, HR, Legal / Office of the Corporate Secretary, Risk, Audit, and Communications **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 minimum ten years of related experience or an equivalent combination of education and experience to include general business management, consulting-type work, or other disciplines related to executive reporting, operations management, business management and/or technology. 2. Broad knowledge across multiple areas such as executive reporting, stakeholder management, finance, project management, and change management 3. Ability to interpret internal and external business challenges, and apply best practices to improve products, processes, or services. 4. Ability to exercise judgment in solving technical, operational, and organizational challenges. 5. Superior executive-level communication skills (verbal and written), including negotiation, persuasion, and ability to influence others to adopt a new perspective and handle interpersonal issues with tact and diplomacy. 6. Must possess ability to: + Be organized, consume volumes of information, data, and synthesize in an executive summary manner + Think critically to connect the dots across information and organizations + Support slideware creation for deliverables at the executive level + Provide highest level of attention to detail across all deliverables + Establish positive working relationships across a large organization + Work in a fast-paced environment where quick turnaround is demanded **Preferred Qualifications:** 1. Experience supporting executive level reporting 2. Experience in Financial Services and/or Technology **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)
    $52k-89k yearly est. 3d ago
  • Analyst - Wholesale Credit Delivery - Dealer Services

    Truist Financial Corporation 4.5company rating

    Atlanta, GA job

    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: Reporting to the team lead, primarily provides analytical support assigned to Dealer Services Portfolio Managers including analyzing financial statements and projections, utilizing financial models and applications, and developing and participating in credit presentations and participating in credit underwriting and structuring. May participate in client support, as appropriate. Is developing a working knowledge of company's product suite. Performs tasks and assignments under direct supervision. Monitors performance and trends, proactively defining client credit solutions, identifying issues and developing remediation, underwriting and approving credit as designated by Portfolio Manager. 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. Conducts industry, market and company research using available resources to source prospect names, developing and refining prospect lists in coordination with leadership team and partners. 2. Develops project materials including industry, market and company specific and general economic information. 3. Generates customized specific sales or project content for internal and external purposes. 4. Tracks calling and marketing efforts to clients and prospects, reinforcing proper use of CRM system with the coverage team, assisting as needed. 5. Builds upon foundational understanding of the market, credit, and products as well as relationship management skills. Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 1. Bachelor's degree, or an equivalent combination of education and work experience. 2. Two years of related financial services work experience 3. Strong analytical skills and attention to detail 4. Strong written and verbal communication skills 5. Competitive drive and high work ethic, self-starter, team-oriented 6. Solid leadership and interpersonal skills 7. High level of adaptability and flexibility with strong organizational and time management skills 8. Some understanding of business 9. Advanced proficiency in Microsoft Excel and PowerPoint Preferred Qualifications: 1. Minimum GPA: 3.0 2. Demonstrated work experience in finance or related field #Atlanta #Tampa #Orlando General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law E-Verify IER Right to Work
    $48k-74k yearly est. 56d ago
  • Assistant Vice President, Investments

    Northmarq Capital 4.4company rating

    Atlanta, GA job

    At Northmarq, you can be part of something special. Northmarq is a unique capital markets resource for commercial real estate investors, providing our clients access to experts in debt, equity, investment sales, loan servicing, and fund management. We offer you a career path with best-in-class training, and we foster inclusive teams committed to collaboration, mentoring, and growth. At Northmarq, we will help you unlock your potential - whether you are an industry veteran or you're just getting started. Your new career is waiting. Start something special today. Northmarq was voted by Real Estate Forum as one of The Best Places to Work in Commercial Real Estate! Northmarq is looking to expand its well-established Fund Management team in its Atlanta, GA office. We're hiring an AVP, Investments to play a key role in both deal origination and execution, serve as a key member of the acquisitions team, focused on evaluating, underwriting, and executing new acquisitions from initial review through closing, including direct interaction with clients and leadership. This position offers significant responsibility, visibility, and the opportunity to thrive in a flat, entrepreneurial environment. * This position is an in-office position, with an immediate start date. Responsibilities: * Play an integral role on the acquisitions and investments team, evaluating, underwriting, and executing new acquisitions from initial review through closing. * Evaluate and underwrite new acquisitions and investments, including direct interaction with sponsors, borrowers and lenders. * Oversee financial modeling and cash flow analysis of potential investments, including property-level forecast models in both Argus and Excel. * Lead due diligence of new acquisitions by coordinating review of property-level information, financial statements, and third-party reports. * Support team in JV documentation for new acquisitions, working directly with outside counsel on transaction documents. * Lead the process of creating and submitting investment committee recommendations for new acquisitions and related investment initiatives. Present findings and recommendations to senior leadership, addressing questions and feedback. * Provide team with current market research information regarding trends in market demographics and competitive analysis, to support sourcing and investment decisions. * Lead and participate in special projects that advance investment strategy and support overall team initiatives. * Direct and mentor analysts/associates, providing guidance on analysis, underwriting, and professional development. What We Are Looking For: * Education & Experience: Bachelor's degree required; Master's degree and/or advanced professional designation (e.g. CFA, CPA) is preferred. * Minimum 3-5 years of experience in real estate private equity, investment banking, or principal investing with a primary focus on acquisitions and new investment execution required. * Advanced proficiency in MS Office (e.g. Excel) required; Argus experience strongly preferred. * Demonstrated expertise in financial modeling, underwriting, and acquisitions transaction execution, with a strong command of financial analysis and valuation methodologies, and the ability to synthesize complex analyses into clear, actionable investment theses. * Exceptional ability to manage multiple assignments while communicating clearly and effectively, with proven strength in presenting financial insights, investment strategies, and transaction rationales persuasively to senior leadership and external partners. * Proven ability to manage multiple transactions simultaneously, balancing competing priorities with accuracy and attention to detail. * Well-developed relationship-building skills, including the ability to work directly with sponsors, lenders, and partners, as well as peers, senior leadership, and internal stakeholders. * Established ability to mentor and develop junior team members. * Self-driven, resourceful, and collaborative, with a creative approach to problem-solving and a high level of integrity. Northmarq offers a highly competitive benefits package including: medical, dental, vision, paid time off, 401K match and an annual discretionary contribution based on business performance, paid parental leave and adoption assistance, education assistance, volunteer paid time off, charitable contribution match and so much more! #LI-Onsite #LI-MS1
    $78k-118k yearly est. 4d ago
  • Trust Advisor II

    Truist Bank 4.5company rating

    Atlanta, GA job

    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:Provide expertise and thought leadership regarding fiduciary advice and solutions to high net worth clients. Participates as part of the broader client facing wealth team to expand existing relationships and capture new opportunities from both internal and external sources.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. Engage with the Wealth Advisor and Investment Manager as a team to provide advice and solutions which meet with client or prospect goals and objectives. Utilize other specialist where appropriate. 2. Provide financial planning guidance in the areas of estate planning, estate administration, charitable, philanthropic, and risk solutions. 3. Understand and provide interpretation as related to complex fiduciary documents and strategies 4. Conduct client and prospect meetings, individually when necessary, providing advice regarding trust and state administration, discretionary actions, modification or termination, taxation, etc. 5. Obtain client information and partner with internal teams (FIRM, Advisory Centers, COE, etc.) to complete tasks relevant to account administration. 6. Adhere to all internal policies and procedures related to Truist Bank and Truist Wealth, as determined from time to time by our Risk Management and Governance teams. Works independently to address issues and concerns, escalation when necessary. 7. Identify and develop a book of business with primary focus in the $10mm - $25MM threshold 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. Four Year College degree in Accounting, Finance, Business Management, Trust Administration or Law 2. 7 + years of fiduciary experience, with a focus on business development and relationship management 3. Effective communication skills both verbal and written, being able to convey thought provoking insight regarding client issues and concerns. 4. Proven analytical ability and detail orientation with ability to manage client and firm priorities 5. Strong computer skills, currently Microsoft Suite of products and ability to learn proprietary bank platforms and software.Preferred Qualifications: 1. JD, MBA, CPA, CFP 2. 10+ years of fiduciary experience with a focus on business development and relationship management General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law E-Verify IER Right to Work
    $64k-106k yearly est. Auto-Apply 60d ago
  • Head of Premier & Branch Banking Sales Performance & Execution

    Truist Financial Corporation 4.5company rating

    Atlanta, GA job

    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: The Head of Premier & Branch Banking Sales Performance & Execution is responsible for the design, coordination and optimization of performance execution for 1900 Branches, Premier Advisors, Financial Inclusion and the Premier Solutions Delivery sales channels. This executive oversees the key performance metrics, execution routines, and client engagement models that drive informed decision making and enhanced business performance. They are responsible for leading a team of Premier & Branch execution leaders, ensuring alignment to the CSBB strategic priorities and consistent execution excellence across the supported segment and channels. This role drives optimized performance through the development and deployment of tactics, tools and performance routines to achieve channel & segment growth. This critical leader will own the administrative and incentive routines and partner to ensure appropriate operational standards are being executed, in addition to but not limited to, the management of portfolio metrics and any other key data related to segment reporting that will be provided to the Head of Premier and Branch Banking, and other members of Executive Leadership. Additionally, they are responsible for designing and scaling the Premier Financial Planning strategy to deepen relationships and deliver holistic advice and financial planning. 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. Develop and maintain Core, Premier, and Small Business client segment specific performance metrics and dashboard reporting that aligns with CSBB strategic initiatives and tracking related to segment performance including household data, growth, IRM, behavior attributions and other metrics as determined. 2. Responsible for cross-functional partnership and executing upon the strategic direction of Premier segment initiatives, contributing to the successful achievement of sales targets and integrated relationship management (IRM); Including, but not limited to, designing sales processes, performance leadership routines, client engagement models, teammate onboarding and performance enablement, incentive design, and sales performance monitoring. Partners with product digital, and marketing to generate and deliver effective leads and offers to drive sales channel performance. 3. Lead a team of Market Execution Leaders who will partner with Branch & Premier executives to help drive productivity and measurements for management reporting to assist in identifying and delivering coaching to premier & branch teammates and provide oversight of sales practices and monitoring to manage risk. 4. Team is responsible for the development, design and execution of the Premier Advisory Model & Financial Planning process. This includes delivering a scalable and digital Financial Planning tool that enables a client-initiated planning experience. 5. Partner with the data analytics team to track client banking trends and data points that can be utilized to further our strategic focus that can be utilized in decision making about products/services needed. 6. Provide leadership of administrative routines that support incentive execution for the overall segment and channel. 7. Partner with the Operations team to ensure standards and protocol regarding mass core client segment execution are aligned and adhered to. 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 with a concentration in business, accounting, finance, banking or equivalent financial services experience and related training. 2. Project management and coordination skills demonstrated in a professional or financial services environment. 3. Fifteen plus years of leadership experience and/or analytical roles within financial services industry or other related business. 4. Strong quantitative skills 5. Excellent verbal and written communication skills 6. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products Preferred Qualifications: 1. Master's degree in business, accounting, finance, or related field 2. Proven track record / certification within Project Management 3. Completion of a Leadership Development Program or Banking School General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law E-Verify IER Right to Work
    $110k-207k yearly est. 3d ago
  • 2026 GSE Loan Analyst

    Walker and Dunlop, Inc. 4.9company rating

    Remote or Atlanta, GA job

    Department: Servicing - GSE 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 The Loan Servicing division is responsible for servicing loans either acquired or underwritten by the company. As loan servicer, the company is responsible for enforcing the terms of the loan documents, monitoring the underlying asset securing the loan and communicating results to investors and other servicing relationships. This position is in the Fannie Mae and Freddie Mac servicing group. Primary Responsibilities * Review loan documents to confirm that new loans are setup correctly on servicing system and ensure that the loans are serviced in accordance with terms of the loan documents and programmatic requirements. * Communicate loan requirements to borrowers. * Provide excellent customer service to borrowers and serve as the central point of contact for all servicing related inquiries. * Track and collect mortgage payments timely as required by the terms of the loan documents and work diligently to collect any delinquent mortgage payments. * Review and manage tax, insurance, as needed to ensure proper collateralization and compliance with loan documents. Prepare disbursements on escrow accounts as needed. * Manage escrow accounts including oversight of all escrow analysis. * Monitor and process tax disbursements from escrow. * Prepare written correspondence to borrowers or other parties as required. Support senior staff for problem loan management, maturity management and other non-routine matters. * Obtain Lender approval for loan payoffs and prepare loan payoff statements. * Assist in automating tasks within the Department as necessary. * Handle additional projects as assigned. * Communicate and problem-solve daily with teammates, clients, vendors, and other stakeholders, possibly in combination with travel. * Other skills related to building a career in commercial real estate finance! * 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, business, economics or similar field OR 3 plus years of relevant experience and/or training, or equivalent combination of education and experience * Familiarity with finance structures and requirements related to Freddie Mac, Fannie Mae and FHA markets a major plus. Knowledge, Skills and Abilities * Ability to work as a part of a team, while providing a strong individual contribution * Excellent attention to detail, judgment, flexibility and dependability * Excellent communication skills, written and oral, through all levels of the organization as well as interpersonal and customer service skills. * Proficient in the use of all MS Office products * Energetic self-starter * 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 stakeholder. This position has an estimated base salary of $55,000 - $62,500 plus discretionary bonus. An employment offer is based on the applicant's relevant work experience, applicable knowledge, skills, abilities, internal equity, and alignment with market data. What We Offer * The opportunity to join one of Fortune Magazine's Great Places to Work winners from 2015-2023 * Comprehensive benefit options* that have earned Walker & Dunlop the silver level of the 2022 Cigna Healthy Workforce Designation, some of which include: * Up to 83% subsidized medical payroll deductions * Competitive dental and vision benefits * 401(k) + match * Pre-tax transit and commuting benefits * A robust health and wellness program - earn cash rewards and gain access to resources that promote health, engagement, and balance * Paid maternity and parental leave, as well as other family paid leave programs * Company-paid life, short and long-term disability insurance * Health Savings Account and Healthcare and Dependent Care Flexible Spending * Career development opportunities * Empowerment and encouragement to give back - volunteer hours and donation matching * Eligibility may vary based on average number of hours worked EEO Statement We are committed to equity in all steps of the recruitment and employment experience. We believe in equal access to opportunities in our workplace. We do not tolerate discrimination, including harassment, based on any characteristic protected by applicable law, such as race, color, national origin, religion, gender identity, sexual orientation, sex, age, disability, veteran or military status, and genetic information, or any other characteristic protected by applicable law. We strive to be a safe place to ask questions, build professional relationships, and develop careers. SPAM Please be wary of recruitment scams. An indication of a scam might be a request for sensitive or bank information at the time of application or emails coming from a non walkerdunlop.com email address. Please call us at ************, if you have any concerns about information requested during or after the application process. Fair Chance Hiring Background checks, including any questions related to infractions, arrests, or conviction records, will not be conducted until after a conditional offer of employment has been accepted. We will consider for employment qualified applicants regardless of arrest and conviction records, in accordance with federal, state, and local laws.
    $55k-62.5k yearly Auto-Apply 60d+ ago
  • Underwriter

    Walker and Dunlop, Inc. 4.9company rating

    Remote or Atlanta, GA job

    Department: GSE Underwriting 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 GSE Underwriting is responsible for pre-screening and underwriting all Fannie Mae and Freddie Mac loans. The Impact You Will Have The primary role of this individual will be as an individual contributor on an Underwriting team. Primary Responsibilities * Structure, underwrite, monitor, and perform due diligence for multifamily housing products and transactions. * Anticipate and resolve issues for customers and underwriting team. * Demonstrate an understanding of the history and function of Fannie Mae, Fannie Mae DUS, DUS Lenders, and Freddie Mac Program Plus. * Demonstrate understanding of the Freddie Mac and Fannie Mae methodology for building up Proforma income and expenses. * Demonstrate understanding of Part III of the DUS Guide and Freddie Mac Guide, and periodic updates on an on-going basis in order to cultivate continuous improvement. * Conduct site visits to assess the condition and quality of multifamily projects, their management, and their marketplaces. * Review third-party Appraisals, Engineering Reports, Seismic Reports, Phase I Environmental Assessments and Operations and Maintenance (O & M) Reports. * Maintain organized and fully documented Underwriting Files. * Craft accurate and analytical Narratives for submission to Chief Underwriter with supervision from Chief and Deputy Chief Underwriters. * Demonstrate responsibility for ensuring that the Underwriting team goals and initiatives are completed in a timely manner and needed resources are available to accomplish results. * Work with Asset Management, Production, Closing and others as appropriate to closely monitor the performance and help develop and regularly refine benchmarks and metrics for evaluating the performance of the portfolio. * Frequent business travel required. * 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 required. * 3+ years of commercial real estate experience underwriting multifamily loans. * Experience independently underwriting 12+ GSE loans required. * Extensive knowledge of the Fannie Mae DUS and Freddie Mac Program Plus programs required. Knowledge, Skills and Abilities * Demonstrated knowledge of and experience in underwriting. This includes but would not be limited to a strong working knowledge of the key players in the industry, the issues and trends facing the industry, the ability to identify and underwrite the key credit, sponsor related risks, and the ability to evaluate alternative risks carefully when structuring a transaction, and a demonstrated knowledge of property operations. * Demonstrated analytical skills with the ability to evaluate data quickly, make decisions based on imperfect data, and take action in order to assist the team in moving its transactions forward. * Excellent interpersonal and presentation skills and the ability to effectively communicate with all levels of management. * Demonstrated commitment to innovation and change and willingness to take initiative to accomplish change. * Demonstrated ability to develop and execute solutions to complex issues and transactions. * Extensive multifamily experience across a wide range of financial and product executions. * Demonstrated business management experience as well as a demonstrated capacity to provide leadership in closing deals. * 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 $80,000 - $100,000 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-NA1 #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.
    $29k-41k yearly est. Auto-Apply 60d+ ago
  • CRE Client Specialist II

    Truist 4.5company rating

    Atlanta, GA job

    **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:** Under limited supervision, provide sales, service and loan support to bankers, Commercial Real Estate Credit staff, and Sales Leaders managing and supporting Commercial Real Estate client portfolios. 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. Sales Support 1. Assist bankers by providing sales support, including assistance with pipeline accuracy, call preparation, ordering Financial Insights, pro-actively following up with and consistently contacting clients and prospects with letters, emails, etc. to support banker's client contact strategy and making sure that CRM data is current and accurate. Provide additional sales support as needed by scheduling appointments, creating prospect lists, providing calendar assistance, etc. 2. Support the sales process and portfolio growth through recognition of, and taking action on, referral opportunities using internal resources and data. Maintain expert-level working knowledge and awareness of products and services. Partner with bankers and Integrated Relationship Management (IRM) partners in bringing attention to any potential client needs recognized through client contact or servicing opportunities and follow up with the partner areas as opportunities progress. 3. Support banker team by pulling necessary reports or data, attending and participating in meetings, completing follow up as needed and clearly communicating within the team. Service Support 4. Provide superior client service to Commercial Real Estate clients taking ownership of client needs, problems, and requests, following through to ensure timely and accurate resolution. 5. Assist in general servicing of Commercial Real Estate loans, deposits and fee services such as Treasury assigned to bankers, including but not limited to the completion of necessary forms and documentation, account opening, pulling & working reports, processing payments, assisting in fraud resolution, general research, wire processing, general maintenance, etc. 6. Assist bankers with portfolio management ensuring accurate client assignment and account data. Monitor reporting and escalate as needed. Loan Support 7. Assist bankers with general loan support. Deliver accurate and timely information to internal loan areas as needed, communicate with the client and assist with appropriate stages of the loan process. Assist the banker in staying in compliance with regulations such as Reg B, BSA/AML, etc. Collect client information and assisting with follow up. Conduct general research and clear loan documentation exceptions. 8. Assist bankers in problem loan management and collection activities through review of past due reports, monitoring of payment postings and post-closing due diligence, contacting past due clients and bringing potential collection issues to the awareness of the banker. 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. High School diploma, or equivalent education and related training 2. Five years of related experience, preferably within financial services 3. Two years of experience in a CCS role, or similar 4. Demonstrated ability to identify, analyze and resolve issues independently 5. Advanced knowledge of related systems and processes 6. Good communication skills, both written and verbal, in relating to internal and external clients and contacts 7. Good organizational skills 8. Ability to complete all core courses outlined in the CCS training curriculum 9. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products, etc. Preferred Qualifications: 1. Associate's degree in related field 2. Possess working product knowledge of bank services and Financial Services Industry 3. Possess math aptitude with ability to grasp general accounting and financial concepts 4. Possess working knowledge of excel and/or reporting applications **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)
    $33k-48k yearly est. 37d ago

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Trimont Real Estate Advisors may also be known as or be related to TRIMONT REAL ESTATE ADVISORS, Trimont Real Estate Advisors, Trimont Real Estate Advisors LLC and Tritex Real Estate Advisors, Inc.