Portfolio Manager I

1 week ago


Richmond, Virginia, United States Truist Financial Full time
Job Summary

We are seeking a highly skilled Portfolio Manager I to join our team at Truist Financial. As a key member of our commercial lending team, you will be responsible for underwriting credit requests, analyzing financial statements, and navigating complex financial structures.

Key Responsibilities
  • Support the commercial lending process through underwriting, policy knowledge, credit structuring, and risk assessment in credit request packages.
  • Analyze and/or recommend adjustments to financial statement spreads.
  • Interact with clients, verbally and in writing, on pending loan requests or portfolio management actions.
  • Understand and articulate all Truist Wholesale Credit policies, procedures, and processes.
  • Exercise prudent credit judgment through individual loan authority, if applicable.
Requirements
  • Bachelor's degree, or equivalent education and related training.
  • Entry-level experience in commercial lending, credit experience, and/or classes/training programs.
  • Rudimentary commercial lending, underwriting, and regulatory knowledge.
  • Effective problem-solving skills.
  • Understanding of financial and cost accounting principles.
  • Strong interpersonal, written, and communication skills.
Preferred Qualifications
  • Demonstrated proficiency in commercial lending systems.

We offer a competitive benefits package, including medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401(k) plan. Teammates also receive no less than 10 days of vacation and 10 sick days during their first year of employment, along with paid holidays.

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.


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