Portfolio Manager
1 week ago
We are seeking a highly skilled Portfolio Manager to join our team at Truist. As a Portfolio Manager, you will be responsible for the financial analysis, risk assessment, and credit structure recommendation for Commercial Real Estate clients and prospects.
Key Responsibilities- Lead the diligence and underwriting documentation of complex credit relationships
- Ensure loan agreements are in accordance with approval documents
- Analyze financial statements and identify potential issues
- Provide oversight of credit relationship/project performance and monitoring activity
- Manage assigned portfolio by monitoring performance and trends
- Ensure all Credit Process Metrics are within prescribed tolerances
- Identify issues and follow through for remediation
- Manage pipeline of assigned portfolio to ensure timely completion of requests
- Serve as a client and internal point of contact for managing assigned portfolio
- Facilitate strong communication and collaboration across servicing and functional teams
- Bachelor's degree in Finance, Accounting, Economics, or Business
- Excellent verbal and written communication skills
- Demonstrated proficiency in basic computer applications
- 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
- 5+ years of portfolio management and client relationship experience
- Intermediate knowledge of ARGUS software and use of 3rd party Real Estate Data Sources
Truist is an Equal Opportunity Employer and 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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