Charlotte, North Carolina

The position is described below. If you want to apply, click the Apply button at the top or bottom of this page. You'll be required to create an account or sign in to an existing one.

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:


Language Fluency:  English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

Supports the Closing Function and maintains responsibility for the loan closing process from term sheet through funding with internal deal team, the client, and third parties. Accountable for ensuring that deal is in compliance with the Company credit policies, procedures, approvals, and regulatory requirements. Senior position, with focus on transactions of highest size, risk, complexity and/or industry specialization, including complex real estate transactions as well as working knowledge of specialty lending in low income housing, new market tax credits and historic tax credits.

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. 
List the major responsibilities generally associated with the role (5-7 major responsibilities with no more than 10) that an incumbent in this job is expected to accomplish.  Please use numbers to separate each distinct responsibility. 
1. Review and Execution of Legal Documentation
2. Knowledge of Loan Closings and Lending Regulatory Requirements
3. Pro-Active in Identifying and Manage Risks
4. Working Knowledge of Participations and Syndications
5. Knowledge in Reviewing Title Work, Surveys, Lien Filings and Collateral
6. Working Knowledge of Specialty Lending, i.e. NMTC, LSTA and Complex Large Corporate deals
7. Meeting and/or Exceeding Clients' expectations

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. College Degree or 3 Years of experience in credit operations, loan consultation, loan administration, execution of Legal Documentation and loan origination, real estate construction, banking operations (documentation, client service, accounting) or related field(s)
2. Proficiency with MS Office applications
3. Strong Organizational skills and the ability to handle multiple tasks under tight constraints
4. Basic commercial credit knowledge and Loan Accounting Experience

Preferred Qualifications:
1. Bachelor degree in Accounting or Finance

2. Prior experience or knowledge of commercial real estate loan closing and lending regulatory requirements for large financial institutions.

3. Experience in all loan closing components including documentation, approvals, exceptions and administration.

4. Experience with highly complex or specialty commercial transactions. Specialized training in escrow, title, real estate, government programs/ specialized lending programs, LIHTC, NMTC, CDF.

Truist supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals 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   Pay Transparency Nondiscrimination Provision   E-Verify

See Job Description

Charlotte, North Carolina

BB&T and SunTrust formed Truist with a shared purpose—to inspire and build better lives and communities. With our combined resources, collective passion, and commitment to innovation, we’re creating a better financial experience to help people and businesses achieve more. With 275 years of combined BB&T and SunTrust history, Truist serves approximately 12 million households with leading market share in many high-growth markets in the country. The company offers a wide range of services including retail, small business and commercial banking; asset management; capital markets; commercial real estate; corporate and institutional banking; insurance; mortgage; payments; specialized lending; and wealth management. Headquartered in Charlotte, North Carolina, Truist is the sixth-largest commercial bank in the U.S. Truist Bank, Member FDIC.

Similar jobs