Senior Portfolio Manager

23 hours ago


Richmond, California, United States Truist Financial Full time

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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