EFG Portfolio Management VP
3 weeks ago
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Regular or Temporary:
Regular
Language Fluency: English (Required)
Work Shift:
1st shift (United States of America)
Please review the following job description:
Responsible for managing the overall credit quality, risk mitigation, workout process, and operational and regulatory compliance of an assigned lease and loan portfolio within Truist's Equipment Finance Business. Work with Equipment Finance clients, Underwriting and Portfolio management teammates, Originations, Credit Risk Management, Asset Management, and other matrix partners to perform ongoing portfolio monitoring and underwriting or C&I relationships.
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. Manage/mitigate credit risk of portfolio transactions.
2. Complete on-time, accurate, well-articulated annual reviews, amendment memos, and CLAR's; maintains MRA quarterly spreads/PRISM grade reviews; maintains credit files, other compliance requirements such as monthly tickler attestations, quarterly/annual credit file reviews and attestations.
3. Develop deep understanding of industry and asset concentrations within assigned portfolio and maintain a proactive, forward-looking view on portfolio trends and risks.
4. Understand and adhere to various Truist and Equipment Finance policies, processes, procedures and regulatory requirements; ensures policies and controls are executed; timely completion of all required Corporate and Business unit training/testing
5. Manage troubled (workout) credits with input from risk partners.
6. Develop deep understanding of industry and asset concentrations within assigned portfolio and maintain a proactive, forward-looking view on portfolio trends and risks.
7. Demonstrate Truist culture and values.
The annual base salary for this position is $125,000.
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. BA/BS degree
2. 3-5 years of related work experience
3. Strong technical and analytical skills
4. Effective multi-tasking skills
6. Strong interpersonal skills which foster teamwork, trust and accountability
7. Demonstrated ability to collaborate across functional areas to facilitate execution
Preferred Qualifications:
1. MBA degree, with a Finance focus
2. Diversified product structuring/underwriting/portfolio management experience
This position can be located anywhere within the Truist footprint
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. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
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.
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