Portfolio Manager

3 weeks ago

Charlotte, North Carolina, United States Truist Financial Full time
Job Description

The Portfolio Manager will be responsible for the financial analysis, risk assessment, and credit structure recommendation for Commercial Real Estate clients and prospects. This includes prudent underwriting and effective credit and risk administration with particular emphasis on adherence to credit policy and requirements, financial analysis/modeling, risk evaluation, on-going portfolio maintenance activities, and client support.

Key Responsibilities
  • Lead the diligence and underwriting documentation of the most complex and larger credit relationships.
  • Ensure loan agreement is in accordance with approval documents.
  • Analyze financial statements/projections and documents client performance, along with identified risk and risk mitigants of most complex credits.
  • Provide oversight of credit relationship/project performance and monitoring activity to include overall portfolio management and understanding of current industry and market trends.
  • Accountable for and manages assigned portfolio by monitoring performance and trends.
  • Ensures all Credit Process Metrics are within prescribed tolerances.
  • Identifies issues and follows through for remediation.
  • Manages pipeline of assigned portfolio to ensure that all requests are completed in a timely fashion and to ensure that the Client needs are met.
  • Serve as a client and internal point of contact in managing assigned portfolio.
  • Facilitate strong communication and collaboration across servicing and functional teams internally to maintain executional excellence.
  • Decision and approve non-material Borrower requests, loan amendments or modifications, client requests requiring Bank approval, annual reviews, risk ratings, and renewals within authority levels or as appropriate based on experience level in coordination with Portfolio Manager Team Lead.
  • Mentors and coaches Analysts, Associates, and teammates still building skills.
Qualifications
  • Bachelor's degree in Finance, Accounting, Economics or Business, or an equivalent combination of education and work experience.
  • Excellent verbal and written communication skills.
  • Demonstrated proficiency in basic computer applications, such as Microsoft Office software products.
  • Strong analytical and problem-solving skills.
  • Knowledge of credit principles.
  • Ability to handle multiple priorities under time constraints.
  • Demonstrated success working in a collaborative team environment.
Preferred Qualifications
  • 5+ Years of portfolio management and client relationship experience.
  • Intermediate knowledge of ARGUS software and use of 3rd party Real Estate Data Sources (CoStar, REIS, Axiometrics).
  • Completion of commercial associate program or equivalent experience; or MBA in Accounting or Finance or in related field; or an equivalent combination of educational and experience or other related advanced degree.
  • Experience conducting periodic reviews/audits of loans within the loan portfolio to ensure compliance with bank origination, underwriting and portfolio management standards.
  • Demonstrated ability to assess the effectiveness of “quality assurance” processes - identify areas for improvement, document corrective measures, and convey findings and recommended changes to management.
  • Ability to troubleshoot and resolve issues effectively.

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