Senior Portfolio Manager
3 weeks ago
Job Summary
We are seeking a highly skilled Senior Portfolio Manager to join our team at Truist Financial. As a key member of our commercial lending team, you will be responsible for underwriting credit requests, recommending credit structures, and ensuring compliance with our risk philosophy and lending strategies.
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 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.
Requirements
- Bachelor's degree or equivalent education and related training.
- 5+ years of experience in commercial lending and/or credit experience.
- Comprehensive commercial lending, underwriting, and regulatory knowledge.
- Demonstrated effective problem-solving skills.
Preferred Qualifications
- Master's degree in Finance, Accounting, Economics, Business, or equivalent financial industry training.
- RMA - Credit Risk Certification.
About Truist Financial
Truist Financial is a leading financial services company that offers a range of benefits to its employees, including medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan. We are an Equal Opportunity Employer and do not discriminate against individuals on the basis of race, gender, color, religion, citizenship, or national origin.
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