Wealth Credit Portfolio Manager
3 weeks ago
We are seeking a highly skilled Wealth Credit Portfolio Manager to join our team at Truist Financial. As a key member of our credit team, you will be responsible for underwriting complex commercial credit exposure for our Wealth Medical Specialty and Legal Specialty groups.
Key Responsibilities- Manage end-to-end credit delivery process for complex deals and largest credit relationships for Medical and Legal Specialty clients.
- Provide in-depth analysis of financial statements, projections, business plans, and other diligence items to identify and mitigate key risks.
- Negotiate legal documents and involved in the closing process for portfolio loan transactions.
- Engage with clients and prospects to understand financial profiles and discuss credit opportunities.
- Accountable for risk evaluation and associated regulatory compliance requirements.
- Bachelor's Degree in Finance, Accounting, Business, or related field and at least 10+ years of related training and experience in wealth and/or large commercial credit analysis.
- Mastery level proficiency with MS Office Desktop applications.
- Excellent interpersonal and client relationship skills; solid written/verbal communication.
- Strong credit skills and attention to detail.
- Ability to prioritize workflow and multi-task in a fast-paced environment.
- Sound decision-making skills and ability to balance business development and risk mitigation.
- Completion of formal bank commercial credit training program or equivalent experience.
- Has successfully held similar role with commercial financial institution or like experience.
- Industry or sub-sector expertise.
- Mastery of Truist Bank operating systems inclusive of AFS Vision and other Commercial applications.
Truist offers a comprehensive benefits package, 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 and 10 sick days during their first year of employment, along with paid holidays.
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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Wealth Credit Portfolio Manager
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