Team Transaction Manager

Truist

Transaction Manager collaborating with CRE Mortgage Bankers in processing potential loans in commercial real estate finance. Managing analysts and ensuring successful execution of loan transactions.

Posted 5/15/2026full-timeAtlanta • Texas, Virginia • 🇺🇸 United StatesSeniorLeadWebsite

About the role

Key responsibilities & impact

Partner with CRE Mortgage Bankers in processing all potential loans (both agency and non-agency execution)
Manage the 2-3 analyst pool to sufficiently train and develop them along with managing their workload
Work on all aspects of loan executions both agency and non-agency
Partner with CRE Mortgage Banker to “pitch” various execution options, identifying the best execution outcomes for various products
Act as product specialist across an array of various products
On ALL transactions act as the primary point of contact for the CRE Mortgage 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. Manage the process from start to finish
For Non-Agency execution: TM will work closely with Mortgage Banker, Head of Production and FCS Team to determine the best source of capital. Once a capital provider is chosen, the Senior CRE Transaction Manager will manage the process from start to finish
Work with support staff, underwriting and credit in the preparation of the preliminary and final loan submissions
Work with the CRE Mortgage Bankers and Analysts to maintain client/pipeline data in Salesforce

Requirements

What you’ll need

Bachelor’s degree in business, or equivalent education and related training
Seven years of relevant experience within the commercial real estate finance industry
Solid understanding and experience in commercial real estate and/or commercial real estate finance
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

Benefits

Comp & perks

Medical, dental, vision, life insurance, disability
Accidental death and dismemberment
Tax-preferred savings accounts
401k plan
No less than 10 days of vacation during the first year of employment, along with 10 sick days and paid holidays

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

commercial real estatecommercial real estate financeloan executionunderwritingcapital sourcingloan submissionsdata management

Soft Skills

communication skillsorganizational skillsattention to detailleadershipmotivationtime managementmultitasking

Certifications

Bachelor’s degree in business