Senior Portfolio Manager - Specialized Cash Flow Credit Delivery
Senior Portfolio Manager - Specialized Cash Flow Credit Delivery
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Job Description
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Regular or Temporary:
RegularLanguage Fluency: English (Required)
Work Shift:
1st shift (United States of America)Please review the following job description:
The Commercial Specialized Cash Flow Credit Delivery group (Group) supports and facilitates new revenue growth through integrated origination and of capital structure alternatives and traditional banking revenue products. The Group structures underwrites and closes complex and often leveraged debt transactions for new and existing clients and private equity firms in Commercial Banking driving and directing the process and activities necessary to obtain Truists balance sheet commitment as well as support syndicated risk decisions. Financing transactions include bilateral and participation opportunities that include private familyowned transactions as well as sponsorowned leveraged transactions. The Group also actively manages the related loan portfolio to meet client needs while also ensuring appropriate risk/return strategies and executes amendments refinancing and ancillary credit product approvals. Responsible for ongoing client dialogue including product partner opportunity identification where appropriate. Actively manages portfolio risk through risk rating integrity client reviews watchlist management and amendments/waivers as well as executing compliance audit and regulatory guidelines and reviews. The group is also responsible for early identification of emerging credit problems and industry trends to initiate risk mitigation actions and ensure appropriate capital allocation.
Group members often have significant leveraged lending experience capital structure knowledge and legal and documentation expertise. They are expected to demonstrate strong negotiation and persuasion skills during their interactions externally with Clevel corporate management and private equity clients and internally with partners.
Essential Duties and Responsibilities
Following is a summary of the essential functions for this job. Other duties may be performed both major and minor which are not mentioned below. Specific activities may change from time to time.
- Reporting to the Group Credit Leader supports deal teams manages coordinates and executes credit event processes (underwritings refinancings and/or amendments) as part of deal teams. Together with teammates conducts due diligence obtains credit approval and facilitates legal review for transactions. Develops or coordinates development of complexfinancialmodelsand provides analytical support including analyzing financial statements andprojections
- Fluent in Microsoft Office (Word Excel and PowerPoint); ability to navigate Truists systems and applications.
- Develop a working knowledge of Truist products and demonstrates superior technical skills.
- Responsible for analysis and underwriting related to transactions amendments modifications and other credit products for new and existing clients as part of deal teams.
- Works closely with teammates in the preparation of ontime and highquality annual client reviews renewals and amendments. Experienced teammates may be responsible for completing entire annual reviews on assigned clients.
- Provides highlevel support in providing financing and structural advice to Relationship Managers clients and prospects to facilitate transactions. Negotiates or supports the negotiation of key financial structure credit agreement and legal documentation issues necessary to successfully originate and syndicate financing commitments for clients and prospects.
- Manages timecritical financial and operational due diligence and underwriting activities.
- Creates and/or utilizes analytical financial models including financial projections discounted cash flow analysis leveraged buyout analysis valuation analysis and financial analysis of historical and projected cash flows.
- Performs research and analysis on companies industries and transactions in support of both client activities and risk mitigation strategies.
- Meaningfully contributes to the creation and writing of credit product approval documents and presentations.
- Supports management of the portfolio and independently manages a portfolio of clients with oversight from Group Credit Leader.
- Achieves timely submission of annual reviews underwritings and amendments to allow for sufficient review and decision by applicable approval authority.
- Maintains active ownership and timely processing of quarterly risk ratings within own portfolio and as needed across the team.
- Effectively works with partners and teammates with little oversight. Demonstrates leadership through the management of various projects and requests specific to assigned practice groups.
- Works closely with teammates in the preparation of ontime and highquality annual client reviews renewals and amendments. Experienced teammates may be responsible for completing entire annual reviews on assigned clients.
- Maintains active ownership and timely processing of quarterly financials and risk ratings within own portfolio and as needed across the team.
- Takes ownership of client follow up activities
- Consistently trains and mentors junior teammates and reviews their work product
Qualifications
Required Qualifications:
The requirements listed below are representative of the knowledge skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- Bachelors degree
- Strong analytical skills and attention to detail
- Strong written and verbal communication skills
- Competitive drive and high work ethic selfstarter teamoriented
- Solid leadership and interpersonal skills
- High level of adaptability and flexibility with strong organizational and time management skills
- Some understanding of business
- Advanced proficiency in Microsoft Excel and PowerPoint
Preferred Qualifications:
- Masters Degree and/or CPA or CFA
- Minimum GPA: 3.0
#Atlanta #Charlotte
General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: 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 offers medical dental vision life insurance disability accidental death and dismemberment taxpreferred 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 fulltime or parttime status) during their first year of employment along with 10 sick days (also prorated) and paid holidays. For more details on Truists generous benefit plans please visit our Benefits site. Depending on the position and division this job may also be eligible for Truists 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 nontemporary position for which you apply based on fulltime or parttime 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.
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Required Experience:
Manager
Employment Type
Full-Time
