What are the responsibilities and job description for the Associate - CRE Asset Management position at Truist?
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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:
Job Summary
Responsible for asset management, credit underwriting, and ongoing servicing for a large, specialized commercial real estate banking portfolio. This role involves delivering debt products to Real Estate Investment Trusts (REITs) and institutional private capital groups, supporting the credit needs of commercial property owners and investors nationwide.
Essential Duties And Responsibilities
The following outlines the core responsibilities of this position. Additional duties may be assigned as business needs evolve:
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.
Preferred Qualifications:
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
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:
Job Summary
Responsible for asset management, credit underwriting, and ongoing servicing for a large, specialized commercial real estate banking portfolio. This role involves delivering debt products to Real Estate Investment Trusts (REITs) and institutional private capital groups, supporting the credit needs of commercial property owners and investors nationwide.
Essential Duties And Responsibilities
The following outlines the core responsibilities of this position. Additional duties may be assigned as business needs evolve:
- Portfolio Management
- Credit Underwriting & Structuring Lead due diligence, develop credit underwriting, and structure new transactions, renewals, and reviews. Provide independent recommendations and author initial risk assessments based on expertise.
- Client Relationship Management Serve as a primary point of contact for clients and internal stakeholders regarding portfolio matters, which may include site visits and meetings with client management teams.
- Credit Presentation Leadership Prepare and present credit proposals, leading discussions with Credit Officers and other decision-makers.
- Industry Expertise Act as a subject matter expert in real estate underwriting, maintaining a deep understanding of current market conditions and emerging trends.
- Team Development Mentor and coach junior analysts, fostering professional growth and knowledge sharing.
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.
- Minimum 3 years of experience in commercial real estate finance, including asset management, underwriting, portfolio administration, syndicated loan transactions, and/or credit decision-making.
- Strong knowledge of loan documentation, covenants, corporate accounting, and financial statement analysis.
- Excellent verbal and written communication skills.
- Advanced analytical and problem-solving abilities with a solid understanding of commercial real estate and credit principles.
- Ability to manage multiple priorities under tight deadlines.
- Proven success in collaborative team environments.
- Bachelor’s degree in Finance, Accounting, Economics, Business, or equivalent education and experience.
- Proficiency in Microsoft Office applications.
Preferred Qualifications:
- Prefer 5 years experience in commercial real estate finance.
- Experience within a regulated financial institution with strong knowledge of compliance, policies, and procedures.
- Advanced degree (MBA, master’s in real estate finance, accounting, or related field).
- Experience with ARGUS software, Advanced Excel modeling, and familiarity with third-party real estate data sources (CoStar, REIS, Axiometrics).
- Optional: FINRA Securities licensure (Series 79 and Series 63).
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