Portfolio Manager

Job Description

Overview

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Regular

English (Required)

1st shift (United States of America)

Underwrites credit exposure for Wholesale Banking clients and actively manages a Middle Market or CML portfolio. Includes day-to-day client interaction, managing portfolio risk and adheres to all regulatory and compliance guidelines. A critical component of this role is early identification of emerging credit problems and industry trends.

Responsibilities

Underwrites credit exposure for Wholesale Banking clients and actively manages a Middle Market or CML portfolio.
Includes day-to-day client interaction, managing portfolio risk and adheres to all regulatory and compliance guidelines.
A critical component of this role is early identification of emerging credit problems and industry trends.
Leads the entire commercial underwriting process both internally and externally with prospects and clients.
Underwrites and documents all prospect and client transactions.
Possesses a mastery of client expertise, analyzes individual company performance and drives accurate ordering of real estate valuations, environmental assessments and Uniform Commercial Code (UCC) searches.
Act as liaison with Commercial Fulfillment and Commercial Sales Assistant (CSA).
Provides independent analysis of financial statements and business plans; identifies and mitigates key risks.
Recommends and models appropriate loan structures and while maintaining expertise around the bank’s suite of ancillary products.
Is accountable for the risk evaluation and associated regulatory compliance requirements.
May require specialized underwriting skills for Commercial and Industrial, Commercial Real Estate, Corporate Banking, Working Capital and other Truist product offerings.

Qualifications

Bachelor’s Degree in Finance or related field and at least 5+years of related training and experience in commercial credit analysis.
Mastery level proficiency with MS Office Desktop applications.
Strong interpersonal skills and solid written/verbal communication are essential.
Sound credit skills essential.
Must have strong attention to detail.
Ability to prioritize workflow and multi-task in a fast-paced environment.

Preferred Qualifications

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 COMPASS and other Commercial applications (i.e. MRA, salesforce.com, nCino)

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