Privately Held Investments Real Estate Officer Ii

Profile

Privately Held Investments Real Estate Officer II

The candidate will be responsible for the management of a portfolio of more complex real estate assets ensuring the highest possible investment performance for each asset managed and will maintain the compliance of all account assets within the Privately Held Investments policies and procedures. Will ensure proper administrative and reporting procedures are conducted for each asset while ensuring policy compliance and operating efficiency. Maintain control of liability to the account and to the bank that may result from asset management decisions and escalate issues to management in a timely manner to mitigate risk. Establish constant and open communication with the account officer and advise him/her of decisions or events which will affect the client. Actively work for cross-functionally and support market teams' to generate new revenue growth & engagement of clients by presenting the PHI capabilities and value proposition. Monitor key performance indicators (KPI) for assigned assets to ensure coding is correct, deficiencies are identified and vital documentation is maintained. Maintain professional communication with clients, tenants, vendors and other third parties. Document all significant events, decision-making steps and decisions. Assist in the creation of Committee compliance items such as Pre Acceptances, Sales, and Expenses, as necessary and present items to the Committee as required.

Additional Information

Job ID: R0065266

Company info

Truist Financial Corporation
1122 North 25th Street
Richmond
Virginia
United States 23223
Website : https://www.truist.com/