Transaction Manager

Greystone; Atlanta (GA); Remote; USD 125,000 - 150,000; Full time

Job summary

Greystone is seeking a Transaction Manager for its Agency Conventional Underwriting team. This role involves collaborating with underwriting and production teams, ensuring efficient loan processing, and requires candidates with commercial real estate experience and strong analytical skills. The company values a culture of inclusion and is committed to improving lives through their work.

Qualifications

• Minimum three years real estate experience.
• Five or more years of commercial real estate experience preferred.
• Strong interest in lending and financial analysis.

Responsibilities

• Coordinate with teams for loan due diligence materials.
• Analyze rent rolls and input data into financial spreadsheets.
• Prepare inspection reports and manage property inspections.

Skills

Detail oriented

Organizational skills

Analytical skills

Customer service communication

Project management

Tools

Outlook

Word

Excel

Job description

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Greystone is a private national commercial real estate finance company with an established reputation as a leader in multifamily and healthcare finance, with over $12 billion in loan originations in 2024. The firm consistently ranks in the Top 10 for Fannie Mae & Freddie Mac multifamily loan originations and is the #1 Overall HUD Multifamily and Healthcare Lender in the country. Greystone also ranks nationally as a top affordable housing, seniors housing, and small balance loan lender. At Greystone, charity is at the heart of who we are and what we do.

At Greystone, everything we do is driven by our purpose of improving others’ lives. As we work hard to maintain our ranking as a top national commercial real estate lender, our culture of caring and support is just as important. We don’t just say “Where People Matter” – we lead with this mantra every day to guide our actions and behaviors. Greystone is committed to fostering and preserving a culture of inclusion. Belonging is at the heart of our culture of caring, integrity and excellence and is a driving force behind our entrepreneurial spirit and creativity.

Greystone is seeking a Transaction Manager for its Agency Conventional Underwriting team. In this role, the individual will work with underwriters, production teams, and borrowers who are pursuing Agency financing. The ideal candidate will have a minimum of three (3) years of prior real estate experience. This position has the opportunity to work remotely.

Primary Duties and Responsibilities:

• Coordinate with underwriters, production team, and borrowers for collection of loan due diligence materials.
• Review and general and specific data into Greystone’s loan origination system.
• Analyze rent roll and operating history data and input into the financial analysis spreadsheets that are uploaded into Closer.
• Communicate with production team and borrowers to facilitate collection of required due diligence, ensuring a smooth process from application to closing (including Index Lock, Early Rate Lock, Timeline Management, etc.).
• Enter basic third-party report data (appraisals, physical condition assessment reports, environmental reports, etc.) into Greystone’s loan origination system.
• Inspect properties and prepare inspection reports (training provided by Greystone). Business travel can include driving and/or flying, with possible overnight stays, as may be appropriate (30 percent travel commitment).
• Assist the Underwriter and team in the coordination of all required and necessary inter-company departments, including the closing and underwriting departments.
• Complete and/or assist the Underwriters in the completion of applicable Agency forms for submission.
• Other duties and projects, as may be assigned and deemed appropriate from the manager.
  
  
  

Experience, Skills, and Abilities Required:

• Experienced professional with five+ years of commercial real estate experience (minimum of three+ years of Agency experience).
• Must be detail oriented and possess excellent organizational skills.
• A strong interest in real estate, lending and financial analysis.
• Advanced knowledge of Outlook, Word, Excel, etc.
• Excellent interpersonal and presentation skills to effectively communicate with management, staff, and outside contacts; strong “customer service” communication skills for engaging individuals both internally and externally.
• Excellent analytical and project management skills.
• Work independently and as a team member, while using discretion in decision making and sound judgment in problem solving.
• Ability to conduct research and verify data and facts quickly.
• Research and compile information for the purpose of successfully recommending product and/or services marketing opportunities.
• Present a professional, courteous image when interacting with team members, co-workers, management, and outside contacts.
• Creative thinker that enjoys the challenge of being a member of a fast-paced and dynamic team.
  
  
  

At Greystone, we believe that finding creative solutions for our clients comes from the collaboration of people with diverse backgrounds and perspectives. We strive to build an inclusive work environment that celebrates differences and empowers all individuals with opportunities to channel their entrepreneurial spirit. Greystone is an EEO employer.

*The firm is the #1* overall HUD multifamily and healthcare lender by firm commitments, and a top 10 Fannie Mae and Freddie Mac multifamily real estate lender.*

*For HUD's 2024 fiscal year ending September 30, 2024. Based upon combined firm commitments received by Greystone Funding Company LLC and Greystone Servicing Company LLC and excludes risk sharing and hospital loans.*

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

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