Full-Time

Closing Manager

Confirmed live in the last 24 hours

Truist

Truist

501-1,000 employees

Platform for Registered Investment Advisors' operations

Fintech
Financial Services

Senior

Frisco, TX, USA + 4 more

More locations: Birmingham, AL, USA | Leawood, KS, USA | Charlotte, NC, USA | Atlanta, GA, USA

Category
Real Estate
Real Estate Finance
Requirements
  • Bachelor degree and strong academic record.
  • Five years of experience in commercial real estate closings, specifically working on multifamily GSE loans.
  • Five years of experience in management of product lines/processes.
  • Sufficient training and experience to be able to perform, and to train closing staff in the performance of, commercial/multifamily closing responsibilities, including due diligence review, property, liability and flood insurance review, borrower organizational review, loan document review and modification, anti-money laundering and know your customer compliance, document storage, commitment preparation, closing calculations, loan funding submissions, loan deliveries and servicing handoffs.
  • Strong work ethic and self-starter requiring minimal supervision.
  • Consistent, equitable leadership and managerial skills.
  • Sound decision making and risk analysis capabilities.
  • Expertise in investor loan programs and requirements.
  • Proven communication and writing skills.
  • Proficiency in basic computer applications such as Microsoft Office software products.
Responsibilities
  • Perform, and train closing staff in the performance of, commercial/multifamily closing responsibilities, including due diligence review, property, liability and flood insurance review, borrower organizational review, loan document review and modification, anti-money laundering and know your customer compliance, document storage, commitment preparation, closing calculations, loan funding submissions, loan deliveries and servicing handoffs.
  • Assist in the maintenance of term sheet and commitment forms for GSE loans (if applicable for position).
  • Assist producers and underwriters in structuring and negotiation of prospective loans.
  • Develop and maintain strong working relationships with business, legal and servicing contacts at agencies and other lenders/investors.
  • Assist servicing/asset management with problem assets and borrower requests.
  • Help develop and promote top talent with focus on diversity, leadership succession and growth opportunities.
  • Promote cohesive, inclusive, team-oriented culture aligned with Grandbridge purpose, mission and values.
  • Promote sound risk management and compliance with applicable credit, underwriting, operational, regulatory, tax and legal policies and procedures.
Desired Qualifications
  • Positive existing lender/investor relationships.
  • Experience in servicing/asset management.

Truist offers a platform for Registered Investment Advisors (RIAs) to improve their operations and client services. Its features include live chat support, commission-free fractional share trading, a model marketplace, and an automated rebalancer, which help RIAs manage their businesses more efficiently. Unlike competitors, Truist provides these services for free and monetizes through a vertically-integrated custodian service, aiming to reduce overhead costs for RIAs. The company's goal is to empower RIAs to grow their businesses and enhance client experiences.

Company Stage

Series E

Total Funding

$437.2M

Headquarters

Culver City, California

Founded

2018

Growth & Insights
Headcount

6 month growth

5%

1 year growth

0%

2 year growth

0%
Simplify Jobs

Simplify's Take

What believers are saying

  • Altruist raised $169M in Series E funding, boosting growth and innovation potential.
  • Partnerships with Orion and Kwanti enhance Altruist's platform integration and service offerings.
  • Increased demand for digital transformation in financial services aligns with Altruist's tech solutions.

What critics are saying

  • Competition from firms like Betterment and Wealthfront pressures Altruist to innovate continuously.
  • Integration with Orion and Kwanti may pose operational risks if not seamless.
  • New digital fixed-income trading could attract regulatory scrutiny if compliance is lacking.

What makes Truist unique

  • Altruist offers a simplified tech stack for RIAs, enhancing operational efficiency.
  • The platform includes commission-free trading and an automated rebalancer for cost-effective solutions.
  • Altruist's model marketplace provides personalized investment strategies, catering to diverse client needs.

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Benefits

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Health Savings Account/Flexible Spending Account

Unlimited Paid Time Off

Paid Vacation

Paid Sick Leave

Paid Holidays

Hybrid Work Options

401(k) Retirement Plan

401(k) Company Match

Company Equity