Production Transaction Manager - Grandbridge Real Estate Capital

Truist Financial Corporation; Dallas (TX); On-site; USD 70,000 - 110,000; Full time

Job summary

An established industry player is seeking a dedicated professional to support Coverage Bankers in processing loans and managing analysts. This role involves a deep understanding of commercial real estate finance, where you will act as a primary contact for loan opportunities, ensuring smooth execution of both agency and non-agency loans. You will collaborate closely with various teams to structure complex transactions and provide advisory services to clients. If you have a passion for real estate finance and a drive to succeed, this position offers an exciting opportunity to make a significant impact in a dynamic environment.

Qualifications

• 5 years of experience in commercial real estate finance required.
• Strong skills in loan execution and communication are essential.

Responsibilities

• Support Coverage Bankers in processing potential loans.
• Manage analyst pool and assist in loan executions.

Skills

Commercial Real Estate Knowledge

Loan Execution

Communication Skills

Organizational Skills

Ability to Meet Deadlines

Education

Bachelor’s degree in business

Master of Business Administration (MBA)

Tools

Salesforce

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

CoStar

Trepp

Argus

Job description

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Regular or Temporary: Regular

Language Fluency: English (Required)

Work Shift: 1st shift (United States of America)

Please review the following job description:

Support Coverage Bankers in processing all potential loans (both agency and non-agency execution). Manage the analyst pool to sufficiently train and develop them along with managing their workload.

This will include, but not be limited to, design and advocacy for a competitive bridge loan vehicle. This product, offered through Truist Financial Corporation and in partnership with Grandbridge Real Estate Capital, will focus on “bridge-to-Agency” executions for clients of Truist’s Real Estate Corporate & Investment Banking teams (includes REITs and private equity funds), the National Real Estate team, and the Truist Community Capital team. These loans will be underwritten with intended repayment from permanent financing provided by Fannie Mae, Freddie Mac, or FHA/HUD.

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.

• Assist in all aspects of loan executions both agency and non-agency.
• Solid understanding and experience in commercial real estate and/or commercial real estate finance.
• On ALL transactions act as the primary point of contact for Coverage Bankers, evaluating the loan opportunity to assess if the loan is Agency eligible or not.
• For Agency execution: Partner with Agency Underwriters to underwrite and size the transaction.
• For Non-Agency execution: TM will work closely with Coverage Banker, Head of Production and FCS Team to determine the best source of capital.
• Work with support staff, underwriting and credit in the preparation of the preliminary and final loan submissions.
• Work with Coverage Banker and Analysts to maintain client/pipeline data in Salesforce. Charged with driving revenue through the origination of balance sheet loans from various lines of business within Truist Wholesale. This is a product role that requires close coordination and partnership with the primary relationship bankers for this client set, as well as with the underwriting, syndications, legal, and risk teams. Areas of emphasis include structuring large, complex transactions where the Bank is, or seeks to be, in a leadership capacity. This role serves in an advisory capacity to our clients on capital structure, deal structure, and optimal execution. Preparing marketing materials and advising our Truist partners on debt product solutions are key components of the role, as is partnership with the coverage teams of CRE in structuring and executing short-term bridge financing. This role will serve as the external point of contact for the Truist client set desiring short-term financing with an intended GSE repayment, as well as a primary internal point of contact in early-stage opportunity vetting and in liaising with the transaction underwriters and approvers for ultimate execution.

QUALIFICATIONS
Required Qualifications:

The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Bachelor’s degree in business, or equivalent education and related training.
• Five years of relevant experience within the commercial real estate finance industry.
• Excellent written and verbal communication skills.
• Strong computer skills; including proficiency in Microsoft Word, Microsoft Excel, and Microsoft PowerPoint.
• Excellent organizational skills, attention to detail and drive to succeed.
• Ability to organize, direct and motivate others.
• Ability to meet deadlines.
• Capability to simultaneously handle a variety of assignments.
• Ability to travel, including overnight.

Preferred Qualifications:

• Master of Business Administration (MBA) or Master’s degree in Finance or Real Estate.
• Proficiency in Salesforce, CoStar, Trepp and Argus.
• Deep understanding of Fannie Mae and Freddie Mac lending programs.