Senior Portfolio Manager

3 weeks ago


WinstonSalem, North Carolina, United States Truist Financial Full time

As a Senior Portfolio Manager at Truist Financial, you will be responsible for underwriting all credit requests, including new requests as well as credit decisioning within some portfolios. This role requires a strong understanding of financial and cost accounting principles, as well as demonstrated proficiency in commercial credit/lending systems.

Key responsibilities include ensuring that the risk philosophy, risk appetite, and lending strategies are adhered to while maintaining a high level of client responsiveness. You will also analyze financial statements and navigate a wide variety of financial structures, credit scenarios, and ensure commercial lending activities are executed according to Truist's policies and procedures.

Additionally, you will build effective relationships with Risk Management and client managers, and support the commercial lending process through underwriting, policy knowledge, credit structuring, and risk assessment in credit request packages in large and complex segments within wholesale lending or specialty lines of businesses.

Requirements for this role include a Bachelor's degree, or equivalent education and related training, as well as 5+ years of experience in commercial lending and/or credit experience. Comprehensive commercial lending, underwriting, and regulatory knowledge is also required.

Truist Financial offers a range of benefits to eligible employees, including medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan. 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.



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