Truist
Senior Portfolio Manager - Wholesale Credit Delivery - Commercial Corporate Fina
Truist, Atlanta, Georgia, United States, 30383
Senior Portfolio Manager - Wholesale Credit Delivery - Commercial Corporate Finance
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If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won’t receive a response).
Regular
Language Fluency: English (Required)
Work Shift: 1st shift (United States of America)
Facilitates new loan origination with Truist’s Wholesale Credit Delivery team. This position supports complex debt structuring and underwriting for Middle Market Wholesale clients, a core growth strategy for Truist Corporate & Commercial Bank (TCCB). This position is a trusted partner with the originations leadership teams and provides deep industry and market knowledge. This position is expected to demonstrate strong ideation, negotiation and persuasion skills to interact with external C‑level corporate management and private equity clients, and internally with Risk Management.
Essential Duties and Responsibilities
Facilitate the origination of new loans and oversee the entire middle‑market underwriting process, working both internally and externally with prospects and clients. Underwrite and document all transactions for prospects and clients, demonstrating mastery of client expertise and the ability to analyze the performance of individual companies.
Serve as a senior underwriter with minimal or no direct supervision. Actively participate and take a leading role in deal screens and committee presentations.
Perform multiple, time‑sensitive financial and operational due diligence and underwriting tasks for sophisticated middle‑market and private‑equity clients. These clients are engaged in activities such as mergers, acquisitions, recapitalizations, and other complex leveraged debt transactions.
Negotiate key financial structure, credit agreement and legal documentation necessary to successfully close and syndicate financing commitments for clients and prospects.
Work closely with bankers and credit officers to ensure successful transaction execution and client service.
Provide technical assistance and coaching to Associates and Analysts.
Master and adhere to Truist’s credit, underwriting, risk and compliance policies and procedures.
Required Qualifications
Bachelor’s Degree in Finance or related field
7 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
Corporate Finance or Middle Market banking experience
All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax‑preferred savings accounts, and a 401k plan to teammates. 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. For more details on Truist’s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non‑temporary position for which you apply, based on full‑time or part‑time status, position, and division of work.
Truist is an Equal Opportunity Employer that does not discriminate 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. Truist is a Drug Free Workplace. EEO is the Law E-Verify IER Right to Work
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If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won’t receive a response).
Regular
Language Fluency: English (Required)
Work Shift: 1st shift (United States of America)
Facilitates new loan origination with Truist’s Wholesale Credit Delivery team. This position supports complex debt structuring and underwriting for Middle Market Wholesale clients, a core growth strategy for Truist Corporate & Commercial Bank (TCCB). This position is a trusted partner with the originations leadership teams and provides deep industry and market knowledge. This position is expected to demonstrate strong ideation, negotiation and persuasion skills to interact with external C‑level corporate management and private equity clients, and internally with Risk Management.
Essential Duties and Responsibilities
Facilitate the origination of new loans and oversee the entire middle‑market underwriting process, working both internally and externally with prospects and clients. Underwrite and document all transactions for prospects and clients, demonstrating mastery of client expertise and the ability to analyze the performance of individual companies.
Serve as a senior underwriter with minimal or no direct supervision. Actively participate and take a leading role in deal screens and committee presentations.
Perform multiple, time‑sensitive financial and operational due diligence and underwriting tasks for sophisticated middle‑market and private‑equity clients. These clients are engaged in activities such as mergers, acquisitions, recapitalizations, and other complex leveraged debt transactions.
Negotiate key financial structure, credit agreement and legal documentation necessary to successfully close and syndicate financing commitments for clients and prospects.
Work closely with bankers and credit officers to ensure successful transaction execution and client service.
Provide technical assistance and coaching to Associates and Analysts.
Master and adhere to Truist’s credit, underwriting, risk and compliance policies and procedures.
Required Qualifications
Bachelor’s Degree in Finance or related field
7 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
Corporate Finance or Middle Market banking experience
All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax‑preferred savings accounts, and a 401k plan to teammates. 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. For more details on Truist’s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non‑temporary position for which you apply, based on full‑time or part‑time status, position, and division of work.
Truist is an Equal Opportunity Employer that does not discriminate 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. Truist is a Drug Free Workplace. EEO is the Law E-Verify IER Right to Work
#J-18808-Ljbffr