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Portfolio Manager

2 months ago

Fort Lauderdale, Florida, United States Truist Full time
Job Summary

We are seeking a highly skilled Commercial Underwriter to join our team at Truist. As a Commercial Underwriter, you will be responsible for leading the entire commercial underwriting process, both internally and externally with prospects and clients.

Key Responsibilities
  • Underwrite and document all prospect and client transactions, possessing a mastery of client expertise and analyzing individual company performance.
  • Drive accurate ordering of real estate valuations, environmental assessments, and Uniform Commercial Code (UCC) searches, acting as a liaison with Commercial Fulfillment and Commercial Sales Assistant (CSA).
  • Provide independent analysis of financial statements and business plans, identifying and mitigating key risks, and recommending and modeling appropriate loan structures.
  • Be accountable for the risk evaluation and associated regulatory compliance requirements, and may require specialized underwriting skills for Commercial and Industrial, Commercial Real Estate, Corporate Banking, Working Capital, and other Truist product offerings.
Portfolio Management
  • Accountable for and manages assigned portfolio by monitoring performance and trends, identifying issues, and following through for remediation.
  • Responsible for risk rating integrity, annual reviews, financial statement spreading, compliance, and regulatory review, and manages all amendment and waivers in the assigned portfolio.
Client Calling Effort
  • In conjunction with other internal product partners, applies knowledge of credit policy, pricing, and structure to develop solutions that meet the client's needs and the Bank's risk acceptance criteria.
  • Manage data integrity of all data inputs and outputs, and review and update loan systems information to ensure accuracy.
Span of Control
  • No direct reports, but encompasses regular communication with Clients and Prospects, Portfolio Management teammates, Relationship Managers, Credit Risk Managers, Credit Review partners, Technology, and other internal and external audit and examiner functions.
Decision-Making and Autonomy
  • Teammates in this role are charged with providing independent current and forward-looking risk view on clients within the assigned clients/prospects and portfolio.
  • Author independent risk recommendations, including risk rating, compliance, underwriting, and the recommendation is finally approved by the ultimate risk approval officer.
Problem Complexity
  • Complex. Portfolio Manager & Underwriter 1s will be responsible for underwriting and management of significant client exposure.
Leadership / Influencing / Negotiating / Persuading
  • Yes, teammates in this position are required to develop an independent point of view and provide recommendations to appropriate decision makers.
  • Expected to mentor all junior talent as well as LOB partners as appropriate.
Nature and Area of Impact, including Risk
  • Must deliver solid credit and underwriting analyses and risk rating recommendations.
  • Key risk drivers are credit and operational.
Qualifications
  • Bachelor's Degree in Finance or related field and at least 3+ years of related training and experience in commercial credit analysis.
  • Mastery level proficiency with MS Office Desktop applications.
  • Strong interpersonal skills and solid written/verbal communication are essential.
  • Sound credit skills essential.
  • Must have strong attention to detail.
  • Ability to prioritize workflow and multi-task in a fast-paced environment.
Preferred Qualifications
  • Has successfully held similar role with commercial financial institution or like experience.
  • Industry or sub-sector expertise.
  • Mastery of Truist Bank operating systems inclusive of COMPASS and other Commercial applications (i.e. MRA, salesforce.com, nCino).