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. Analysis : Draft deal reviews or information summaries created by Development Analysts or Credit Delivery Analysts and conducts preliminary discussions with credit officer(s).
2. Business Development : Leverages prospecting databases and marketing materials to identify and proactively pursue opportunities with increasingly less oversight from assigned RM
3. Sales Disciplines : Ownership of pre-call planning strategies for selected clients and / or RMs, leverages sales tools to effectively demonstrate solutions and products to CRE clients
4. Client Support : Attends client calls and meetings, handles service issues and resolves problems, shares idea and solutions.
5. Support and mentorship of CRE Analysts and Associates.
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. Bachelor’s degree in Finance, Accounting, Economics or Business, or an equivalent combination of education and work experience.
2. 2-3 years’ combined Commercial Real Estate experience.
3. Excellent verbal and written communication skills.
4. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products.
5. Strong analytical and problem-solving skills.
6. Knowledge of credit principles.
7. Ability to handle multiple priorities under time constraints.
8. Demonstrated success working in a collaborative team environment.
Preferred Qualifications :
1. Masters in Real Estate or combined Commercial Real Estate experience through internships or other experiences; or an equivalent combination of educational and experience or other related advanced degree.
2. 2 years’ experience in a Commercial Real Estate Associate Development Program and / or equivalent experience in a CRE Credit Delivery role.
3. Foundational knowledge of ARGUS Enterprise software and use of 3rd party Real Estate Data Sources (CoStar, REIS, Axiometrics)
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.
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