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Agency Transaction Manager - Grandbridge Real Estate

Truist

Charlotte, NCJobSeen todaySeen in employer's feed today

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At a glance

Compensation
No compensation found
Location
Charlotte, NC
Work Authorization
Not specified

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Job overview

The Agency Transaction Manager manages initial valuation, quoting, and term-sheet issuance for Fannie Mae loans and supports origination teams with Freddie Mac loans. The role evaluates and structures loan opportunities, applies agency underwriting requirements, maintains transaction information, and coordinates handoffs to underwriting. It may also support specialty markets, train production teams, and represent Grandbridge at real estate industry events.

Skills & qualifications

RequiredNice to have

Skills

Loan EvaluationLoan StructuringMathematical SkillsVerbal CommunicationWritten CommunicationOrganizationAttention to DetailMotivating OthersDeadline ManagementInterpersonal SkillsMultitaskingMicrosoft OfficeFannie Mae Loan UnderwritingFreddie Mac Loan UnderwritingMicrosoft ExcelMicrosoft WordMicrosoft PowerPointReal Estate DocumentsLoan DocumentsMortgagesALTA SurveysGround LeasesCommercial Leases

Qualifications

Bachelor's in Business, Real Estate or Finance or Equivalent Education and Training1+ Years Relevant ExperienceEnglish FluencyOccasional Overnight Travel

Benefits

Medical Insurance
Dental Insurance
Vision Insurance
401(k) Match
Paid Time Off

Full job description

The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.

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If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility ([email protected]?subject=Accommodation%20request)

(accommodation requests only; other inquiries won't receive a response).

Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

Manage initial valuation, quoting and issuance of term sheets on Fannie Mae loans for Grandbridge production offices. Support origination teams in processing Freddie Mac loans.

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. The Agency Transaction Manager (ATM) helps execute Agency loans and can specialize in Fannie Mae or Freddie Mac transactions.

  2. On Fannie Mae deals, the ATM is the initial point of contact for producers, evaluating the loan and, in consultation with internal credit and Fannie Mae, as needed, sizing and structuring the loan opportunity.

  3. The ATM applies agency underwriting requirements in order to address issues early in the process and provides solutions to help facilitate credit-worthy business

  4. Establishes the deal in CLOSER and maintains the information until a term sheet is signed or the deal dies. The information provided keeps the pipeline updated and makes the underwriting process more efficient.

  5. If a quote is accepted, the ATM issues a term sheet. When the term sheet is signed, the ATM prepares a handoff memo for the underwriting team, making sure all relevant information is made available.

  6. Participates in kick off call and provides assistance, as needed, to help facilitate a successful closing.

  7. On Freddie Mac transactions, the ATM may act as a corporate liaison between Freddie Mac and the Production team. The Production team works directly with Freddie Mac but the ATM maintains expertise on Freddie Mac programs to address issues with potential transactions and to help structure solutions to deal problems.

  8. ATMs may work in specialty areas, such as Affordable or Seniors, to provide support for Production offices in these targeted product markets.

  9. Educates and trains Production teams on procedures and templates in support of best practices for agency loan submissions.

  10. Attend real estate industry trade functions representing Grandbridge.

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, Real Estate or Finance, or equivalent education and related training

  1. One to three years of relevant experience within the multifamily industry

  2. Strong mathematical, verbal and written communication skills

  3. Excellent organizational skills, attention to detail and drive to succeed

  4. Ability to organize, direct and motivate others

  5. Ability to meet deadlines

  6. Maturity and self-confidence to simultaneously handle a variety of assignments

  7. Ability to work harmoniously with internal/external workers/customers

  8. Ability to handle multiple projects at various stages of completion

  9. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products

  10. Ability to travel, occasionally overnight

Preferred Qualifications:

  1. Experience underwriting or originating loans for Fannie Mae and/or Freddie Mac

  2. Advanced level of expertise with MS Excel, Word and Powerpoint

  3. Understanding of real estate documents including loan documents and mortgages, ALTA surveys, ground leases, commercial leases and other related documents

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 (https://benefits.truist.com/)

. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.

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