Production Support Director jobs at Truist in United States, Atlanta
Truist Agency Underwriting Support Analyst - Grandbridge Real Estat... United States, Georgia, Atlanta
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Regular or Temporary:
English (Required)
1st shift (United States of America)Provide multifamily commercial real estate mortgage loan and borrower credit analysis including loan sizing and underwriting in support of recommendations to the Credit Risk Management team. Participate in underwriting and due diligence and contribute to recommendations for credit authorities regarding final deal terms and structure. The Underwriter will be proficient with Fannie Mae and Freddie Mac (the “Agencies”) Guide and Underwriting requirements, able to collaborate in a high production environment, and may have expertise in specialized areas such as Affordable Lending.
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. Obtain and analyze data from property owners, borrowers, lenders and third party sources needed to prepare mortgage loan submissions in compliance with Agency standards. Analyze documents including leases, sales contracts, income and expense statements, surveys, borrower financial statements, articles of incorporation, partnership agreements, deeds, easements, environmental reports, property condition reports, appraisals, title policies, deeds of trust, notes, mortgage loan commitments, lender checklists, lender loan program requirements, real estate market reports, comparable sales, capitalization rate and vacancy rates surveys, and specialized documents such as tax abatements, HAP contracts, and affordable due diligence documentation.
2. Execute the due diligence process including maintaining deal files, organizing and tracking due diligence items, creating and updating deal checklists, and coordinating with Closing to facilitate funding and delivery.
3. Inspect properties and recommend conclusions as to the physical and economic conditions of the property, its immediate area, neighborhood and city, as well as comparable properties. Document findings with presentations including maps and aerials in support of conclusions.
4. Order, review and interpret all third party reports including property appraisals, physical needs assessments, and environmental reports, confirming their adherence to agency requirements.
5. Analyze the borrower’s legal structure and financial statements in light of property and market circumstances, Agency and Truist requirements. More specifically, perform thorough credit and financial analysis of Borrower Entities, Key Principals, and Principals, assuring that applicable Know Your Customer standards are applied.
6. Ensure credit risk issues are appropriately mitigated and significant concerns are discussed as appropriate with the Deputy Chief Underwriter or Chief Underwriter.
7. Ensure all information reflected in underwriter’s narrative is accurate, that material factors (strengths, weaknesses and mitigants) affecting the transaction are adequately discussed and that all credit decisions proposed in the underwriting of the loan are properly supported. Such determinations take into consideration the stability of the NOI, loan structure, property condition, rental market, project history, credit worthiness and relevant experience of the borrower, key principals, principals and sponsors and the overall expectations for refinancing the project at the end of the loan.
8. Understand specific Agency Guide requirements, review and stay abreast of the Agency guide changes and pricing changes.
9. Prepare loan submission packages in compliance with Agency Guide and internal requirements.
10. Assist the Deputy Chief Underwriter in completing all underwriting aspects of the final loan delivery package.
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 related field or equivalent education and related experience
2. Proficient level of computer skills, including strong abilities with Microsoft products such as Excel, Word, PowerPoint, etc. and their related applications
3. High attention to detail, highly organized and ability to meet deadlines
4. Ability to simultaneously handle a variety of assignments
5. Excellent written and verbal skills
6. Ability to take initiative with minimal direction
7. Ability to travel, occasionally overnight
Preferred Qualifications:
1. Experience in multifamily lending with a strong preference for demonstrated knowledge and experience in specialized programs such as Fannie Mae DUS and Freddie Mac Optigo
2. Strong technical skills in underwriting, structuring, pricing and closing complex multifamily deals
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Truist Wealth Support Specialist II Atlanta GA United States, Georgia, Atlanta
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Regular or Temporary:
English (Required)
1st shift (United States of America)*This position is an office centric role 4 days a week, one will need to be open to traveling between local offices*
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. Work within the Truist risk framework to prioritize relationship management activities with a focus on the client experience and support of the advisor’s purpose-driven advice delivery, revenue-generating activities, and client acquisition activities.
2. Support administrative fitness efforts through review of relevant reports and ensuring timely updates to book management data (i.e. pipelined reports and referrals)
3. Support the sales and retention efforts by scheduling appointments, making follow up telephone calls, and preparing and maintaining client presentation and marketing materials.
4. Support Integrated Relationship Management activities through good understanding of offerings, solutions, and referral pathways.
5. Triage and delegate client and advisor operational requests related to transfers, withdrawals, and account opening/maintenance to the centralized service team.
6. Work closely with the centralized service team to ensure client and advisor requests are fulfilled in a timely manner.
7. Demonstrate proficiency in all operational competencies and processes including banking, credit, investments, trust, new client on-boarding/welcome program, client servicing and advisor support.
8. Escalate potential at-risk relationships to advisor/regional managing director.
9. Serve as the on-site local contact for wealth support advisory org teammates and leadership.
10. Maintain positive working relationships with various departments and individuals who are designated to support Wealth support efforts and serve as an effective advocate for Wealth clients with other LOBs.
11. Enter and maintain appropriate client records; monitor client transactions and client data for accuracy and timeliness; maintain appropriate documentation of client transactions.
12. Respond to client requests for information and assistance within appropriate level of authority.
13. Assist the advisors with other administrative functions, prioritizing those actions that enable quality client interactions and support a superior client experience.
14. Continually render responsive and professional personal service to Wealth clients
15. Can attend client events/meetings, as needed, with leadership approval.
16. Serve as a peer-mentor for WSS I
17. Participate in workstreams, committees and councils as needed.
18. Able to provide support for multiple advisors and client relationships in a fast-paced environment.
19. Able to work independently and seek guidance as needed.
20. Where applicable, demonstrate proficiency in specialty-specific support activities, including servicing a commercial book of business, demonstrate a basic understanding of treasury services and solutions, and identifying specialty-specific process and service/solution delivery gaps.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. Undergraduate degree or 4+ years of banking experience
2. Excellent organizational skills with the ability to work on numerous tasks simultaneously.
3. Responsive to coaching
4. Able to learn independently using training guides, virtual and in-person training sessions, and peer-to-peer training.
5. Flexible; able to adapt to change.
6. Able to identify and focus on top priorities in a fast-paced environment with multiple priorities
7. Strong understanding of banking, lending, commercial and wealth management solutions
8. Excellent interpersonal and relationship management skills
9. Excellent oral and written communication skills
10. Proficiency in Microsoft Office applications
11. Exemplary customer service and professional etiquette skills
12. Ability to travel, occasionally overnight.
Preferred Qualifications:
1. 5 years of previous banking or other financial institutional experience
2. Strong fiduciary and investment management knowledge
3. For specialty support teammates, commercial or specialty-industry experience
These jobs might be a good fit
Truist Wealth Support Specialist II United States, Georgia, Atlanta
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Regular or Temporary:
English (Required)
1st shift (United States of America)*This position is an office centric role 4 days a week, one will need to be open to traveling between local offices*
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. Work within the Truist risk framework to prioritize relationship management activities with a focus on the client experience and support of the advisor’s purpose-driven advice delivery, revenue-generating activities, and client acquisition activities.
2. Support administrative fitness efforts through review of relevant reports and ensuring timely updates to book management data (i.e. pipelined reports and referrals)
3. Support the sales and retention efforts by scheduling appointments, making follow up telephone calls, and preparing and maintaining client presentation and marketing materials.
4. Support Integrated Relationship Management activities through good understanding of offerings, solutions, and referral pathways.
5. Triage and delegate client and advisor operational requests related to transfers, withdrawals, and account opening/maintenance to the centralized service team.
6. Work closely with the centralized service team to ensure client and advisor requests are fulfilled in a timely manner.
7. Demonstrate proficiency in all operational competencies and processes including banking, credit, investments, trust, new client on-boarding/welcome program, client servicing and advisor support.
8. Escalate potential at-risk relationships to advisor/regional managing director.
9. Serve as the on-site local contact for wealth support advisory org teammates and leadership.
10. Maintain positive working relationships with various departments and individuals who are designated to support Wealth support efforts and serve as an effective advocate for Wealth clients with other LOBs.
11. Enter and maintain appropriate client records; monitor client transactions and client data for accuracy and timeliness; maintain appropriate documentation of client transactions.
12. Respond to client requests for information and assistance within appropriate level of authority.
13. Assist the advisors with other administrative functions, prioritizing those actions that enable quality client interactions and support a superior client experience.
14. Continually render responsive and professional personal service to Wealth clients
15. Can attend client events/meetings, as needed, with leadership approval.
16. Serve as a peer-mentor for WSS I
17. Participate in workstreams, committees and councils as needed.
18. Able to provide support for multiple advisors and client relationships in a fast-paced environment.
19. Able to work independently and seek guidance as needed.
20. Where applicable, demonstrate proficiency in specialty-specific support activities, including servicing a commercial book of business, demonstrate a basic understanding of treasury services and solutions, and identifying specialty-specific process and service/solution delivery gaps.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. Undergraduate degree or 4+ years of banking experience
2. Excellent organizational skills with the ability to work on numerous tasks simultaneously.
3. Responsive to coaching
4. Able to learn independently using training guides, virtual and in-person training sessions, and peer-to-peer training.
5. Flexible; able to adapt to change.
6. Able to identify and focus on top priorities in a fast-paced environment with multiple priorities
7. Strong understanding of banking, lending, commercial and wealth management solutions
8. Excellent interpersonal and relationship management skills
9. Excellent oral and written communication skills
10. Proficiency in Microsoft Office applications
11. Exemplary customer service and professional etiquette skills
12. Ability to travel, occasionally overnight.
Preferred Qualifications:
1. 5 years of previous banking or other financial institutional experience
2. Strong fiduciary and investment management knowledge
3. For specialty support teammates, commercial or specialty-industry experience
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Truist Platinum Support Lead - Atlanta United States, Georgia, Atlanta
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Regular or Temporary:
English (Required)
1st shift (United States of America)** This position is on-site 5 days per week at the Atlanta office **
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.
- Executive Desktop Support: Provide comprehensive, white-glove technical support for executive-level Windows and macOS laptops, desktops, mobile devices (iOS/Android), and associated peripherals.
- Software & Application Support: Install, configure, troubleshoot, and maintain executive software applications (e.g., Microsoft 365 suite, custom business applications, collaboration tools).
- Meeting & Event Support: Provide on-site technical assistance for executive meetings, presentations, and special events, ensuring seamless operation of all technology.
- Network Connectivity: Troubleshoot basic network issues (wired and wireless) impacting executive devices.
- Hardware Troubleshooting & Repair: Diagnose and resolve hardware issues, perform component replacements, and coordinate with vendors for repairs as needed.
- VIP Service: Provide prompt, discreet, and highly responsive support, often requiring immediate attention and problem resolution.
- Documentation : Maintain accurate records of support requests, resolutions, and executive asset inventory.
- Proactive Maintenance: Perform routine checks and maintenance to prevent issues and ensure optimal performance of executive technology.
- Collaboration: Work closely with other IT teams (e.g., Network, Systems, Security) to resolve complex issues and implement solutions.
- Training & Guidance: Provide clear and concise guidance to executives on technology usage and best practices.
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 a business or IT field, or equivalent education and related training
- 5 years of experience managing in an IT environment
- 5 years of experience implementing and supporting large scale web solutions
- Excellent written and verbal communication skills
- Demonstrated proficiency in learning and applying technical concepts
- Ability to successfully interact with all levels of management across all lines of business and negotiate complex technical issues
- Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
Preferred Qualifications:
- Bachelor's degree in Information Technology, Computer Science, or a related field, or equivalent practical experience.
- 5-10+ years of experience in desktop support, technical support, or a similar role, with a strong emphasis on supporting VIPs or executive-level users in a financial institution.
- Proven expertise in troubleshooting and supporting both Windows and macOS operating systems.
- Proficiency with Microsoft 365 applications (Outlook, Word, Excel, PowerPoint, Teams, SharePoint).
- Strong understanding of mobile device management (MDM) concepts and troubleshooting (iOS.)
- Excellent problem-solving skills and the ability to diagnose and resolve complex technical issues quickly and effectively.
- Exceptional communication (written and verbal), interpersonal, and customer service skills.
- Highly Professional and Discreet: Ability to maintain strict confidentiality and exercise a high level of discretion when interacting with executive leadership.
- Self-motivated, proactive, and able to work independently as well as part of a team.
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Truist Fiduciary Support Specialist II United States, Georgia, Atlanta
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Regular or Temporary:
English (Required)
1st shift (United States of America)
This role is ideal for engineers with a strong foundation in software development who are eager to deepen their expertise in cloud platforms, microservices, and event-driven architecture.
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.
- Design, develop, and deploy modern Java-based applications using cloud-native patterns and tools.
- Lead and contribute to the full software development lifecycle: from concept and design to testing, deployment, and support.
- Collaborate with product owners to refine user stories and deliver high-quality, working software in an Agile environment.
- Implement robust unit, integration, and performance tests to ensure code quality and reliability.
- Build and maintain observability into applications using logging, metrics, and alerting tools.
- Ensure security and compliance are embedded into every stage of the development process.
- Mentor junior engineers and contribute to a culture of continuous learning and improvement.
- Participate in code reviews, design discussions, and architectural decisions.
- Support production systems and troubleshoot complex issues in real-time environments.
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:
- Degree in Computer Science, Computer Engineering, or related field.
- Experience building and scaling enterprise-grade applications using Java and Spring Boot.
- Hands-on experience with cloud platforms (AWS, Azure, or GCP) and containerization (Docker, Kubernetes).
- Familiarity with event-driven and microservices architectures.
- Experience with messaging systems such as MQ, JMS, or Kafka.
- Strong understanding of RESTful APIs, OpenAPI specifications, and service-oriented architecture.
- Proficiency with CI/CD tools like Git, Maven, Jenkins, and automated testing frameworks.
- Solid knowledge of relational databases (SQL, stored procedures, data modeling).
- Exposure to observability tools and practices (e.g., Prometheus, Grafana, ELK stack).
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.Able to work standard office equipment, including PC keyboard and mouse, copy/fax machines, and printers.Able to work all hours scheduled, including overtime as directed by manager/supervisor and required by business need.
These jobs might be a good fit
Truist Wealth Support Specialist II- SEG Atlanta GA United States, Georgia, Atlanta
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Regular or Temporary:
English (Required)
1st shift (United States of America)* This is an in-office position located in Atlanta, GA.*
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. Work within the Truist risk framework to prioritize relationship management activities with a focus on the client experience and support of the advisor’s purpose-driven advice delivery, revenue-generating activities, and client acquisition activities.
2. Support administrative fitness efforts through review of relevant reports and ensuring timely updates to book management data (i.e. pipelined reports and referrals)
3. Support the sales and retention efforts by scheduling appointments, making follow up telephone calls, and preparing and maintaining client presentation and marketing materials.
4. Support Integrated Relationship Management activities through good understanding of offerings, solutions, and referral pathways.
5. Triage and delegate client and advisor operational requests related to transfers, withdrawals, and account opening/maintenance to the centralized service team.
6. Work closely with the centralized service team to ensure client and advisor requests are fulfilled in a timely manner.
7. Demonstrate proficiency in all operational competencies and processes including banking, credit, investments, trust, new client on-boarding/welcome program, client servicing and advisor support.
8. Escalate potential at-risk relationships to advisor/regional managing director.
9. Serve as the on-site local contact for wealth support advisory org teammates and leadership.
10. Maintain positive working relationships with various departments and individuals who are designated to support Wealth support efforts and serve as an effective advocate for Wealth clients with other LOBs.
11. Enter and maintain appropriate client records; monitor client transactions and client data for accuracy and timeliness; maintain appropriate documentation of client transactions.
12. Respond to client requests for information and assistance within appropriate level of authority.
13. Assist the advisors with other administrative functions, prioritizing those actions that enable quality client interactions and support a superior client experience.
14. Continually render responsive and professional personal service to Wealth clients
15. Can attend client events/meetings, as needed, with leadership approval.
16. Serve as a peer-mentor for WSS I
17. Participate in workstreams, committees and councils as needed.
18. Able to provide support for multiple advisors and client relationships in a fast-paced environment.
19. Able to work independently and seek guidance as needed.
20. Where applicable, demonstrate proficiency in specialty-specific support activities, including servicing a commercial book of business, demonstrate a basic understanding of treasury services and solutions, and identifying specialty-specific process and service/solution delivery gaps.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. Undergraduate degree or 4+ years of banking experience
2. Excellent organizational skills with the ability to work on numerous tasks simultaneously.
3. Responsive to coaching
4. Able to learn independently using training guides, virtual and in-person training sessions, and peer-to-peer training.
5. Flexible; able to adapt to change.
6. Able to identify and focus on top priorities in a fast-paced environment with multiple priorities
7. Strong understanding of banking, lending, commercial and wealth management solutions
8. Excellent interpersonal and relationship management skills
9. Excellent oral and written communication skills
10. Proficiency in Microsoft Office applications
11. Exemplary customer service and professional etiquette skills
12. Ability to travel, occasionally overnight.
Preferred Qualifications:
1. 5 years of previous banking or other financial institutional experience
2. Strong fiduciary and investment management knowledge
3. For specialty support teammates, commercial or specialty-industry experience
These jobs might be a good fit
Truist Software Engineering Director United States, Georgia, Atlanta
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Regular or Temporary:
English (Required)
1st shift (United States of America)Lead a team or teams responsible for technology solutions that meet business needs and satisfy risk and operational requirements of the Tech organization. Identify and resolve complex technical, operational, risk management, and organizational challenges for an LOB or several Sub LOBs. Leverage emerging technologies and automation to improve business efficiencies, enhance speed-to-market of solution delivery, and support business and enterprise transformation and optimization. Has full management responsibilities for teammates: hiring, disciplinary, coaching, terminating, performance reviews.
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. Direct the engineering and deployment of significant delivery projects in accordance with specified technical requirements, schedules and budgets, including Agile methodologies.
2. Oversee the planning, design, engineering, testing and deployment of application projects in conjunction with a variety of resources, which may include Waterfall or Agile approaches.4. Apply an in-depth understanding of systems engineering and administration and a basic understanding of other IT disciplines in guiding and coaching team members.
5. Adapt plans to meet service and/or operational challenges. Identifies and resolves technical, operational, risk management, and organizational challenges.
6. Maintain appropriate Risk Profile through owning the first line of Risk defense, proactively identifying risks, and implementing the necessary mitigations where warranted. Partner effectively with 2nd line of defense, Auditor, and regulators to ensure Risk is identified and mitigated appropriately.
7. May play lead role or technical consultant role in large or complex projects or initiatives.
8. Has full management responsibilities for teammates: hiring, disciplinary, coaching, terminating, performance reviews.
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 and equivalent combination of advanced education and experience, which could include any combination of8 years of experience in IT software engineering, 5 years’ relevant business experience (i.e. making technical-related decisions on the business side), 5 years’ experience in project management, and at least 2 years of management experience
2. Broad and in-depth knowledge of technology trends, competitive environment, regulatory requirements and trends, and IT strategies employed to continually meet the demands of clients and regulators
3. Ability to translate enterprise level strategic planning information into software and data management needs, create business plans, and turn them into effective business solutions
4. Executive level communications skills, including, strong negotiation/facilitation/presentation skills and experience negotiating with vendors for relevant products and services
5. Ability to lead projects of significant complexity and risk exposure, particularly with enterprise-wide implications
6. Ability to exercise judgment in solving technical, operational, and organizational challenges in the context of complex business objectives and priorities
7. Ability to lead and manage the performance of multiple teams against a set of financial and operational objectives
Preferred Qualifications:
2. Full understanding of Agile methodology and practical hands-on knowledge
3. Experience leading teams in an Agile organization, including new investment work, ongoing operational and system support
4. Banking or financial services experience
5. Bachelor’s degree and fifteen years of experience in software development, including five years of management experience
6. Mature executive presentation communications and Product Roadmap development
7. Experience in Vendor Management practices and vendor Business Reviews
8. Knowledge of Check processing technologies, including front end solutions and deposit processes
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.
Able to work all hours scheduled, including overtime as directed by manager/supervisor and required by business need
These jobs might be a good fit
Share
Regular or Temporary:
English (Required)
1st shift (United States of America)Provide multifamily commercial real estate mortgage loan and borrower credit analysis including loan sizing and underwriting in support of recommendations to the Credit Risk Management team. Participate in underwriting and due diligence and contribute to recommendations for credit authorities regarding final deal terms and structure. The Underwriter will be proficient with Fannie Mae and Freddie Mac (the “Agencies”) Guide and Underwriting requirements, able to collaborate in a high production environment, and may have expertise in specialized areas such as Affordable Lending.
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. Obtain and analyze data from property owners, borrowers, lenders and third party sources needed to prepare mortgage loan submissions in compliance with Agency standards. Analyze documents including leases, sales contracts, income and expense statements, surveys, borrower financial statements, articles of incorporation, partnership agreements, deeds, easements, environmental reports, property condition reports, appraisals, title policies, deeds of trust, notes, mortgage loan commitments, lender checklists, lender loan program requirements, real estate market reports, comparable sales, capitalization rate and vacancy rates surveys, and specialized documents such as tax abatements, HAP contracts, and affordable due diligence documentation.
2. Execute the due diligence process including maintaining deal files, organizing and tracking due diligence items, creating and updating deal checklists, and coordinating with Closing to facilitate funding and delivery.
3. Inspect properties and recommend conclusions as to the physical and economic conditions of the property, its immediate area, neighborhood and city, as well as comparable properties. Document findings with presentations including maps and aerials in support of conclusions.
4. Order, review and interpret all third party reports including property appraisals, physical needs assessments, and environmental reports, confirming their adherence to agency requirements.
5. Analyze the borrower’s legal structure and financial statements in light of property and market circumstances, Agency and Truist requirements. More specifically, perform thorough credit and financial analysis of Borrower Entities, Key Principals, and Principals, assuring that applicable Know Your Customer standards are applied.
6. Ensure credit risk issues are appropriately mitigated and significant concerns are discussed as appropriate with the Deputy Chief Underwriter or Chief Underwriter.
7. Ensure all information reflected in underwriter’s narrative is accurate, that material factors (strengths, weaknesses and mitigants) affecting the transaction are adequately discussed and that all credit decisions proposed in the underwriting of the loan are properly supported. Such determinations take into consideration the stability of the NOI, loan structure, property condition, rental market, project history, credit worthiness and relevant experience of the borrower, key principals, principals and sponsors and the overall expectations for refinancing the project at the end of the loan.
8. Understand specific Agency Guide requirements, review and stay abreast of the Agency guide changes and pricing changes.
9. Prepare loan submission packages in compliance with Agency Guide and internal requirements.
10. Assist the Deputy Chief Underwriter in completing all underwriting aspects of the final loan delivery package.
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 related field or equivalent education and related experience
2. Proficient level of computer skills, including strong abilities with Microsoft products such as Excel, Word, PowerPoint, etc. and their related applications
3. High attention to detail, highly organized and ability to meet deadlines
4. Ability to simultaneously handle a variety of assignments
5. Excellent written and verbal skills
6. Ability to take initiative with minimal direction
7. Ability to travel, occasionally overnight
Preferred Qualifications:
1. Experience in multifamily lending with a strong preference for demonstrated knowledge and experience in specialized programs such as Fannie Mae DUS and Freddie Mac Optigo
2. Strong technical skills in underwriting, structuring, pricing and closing complex multifamily deals
These jobs might be a good fit
