CLU Portfolio Manager II or III
CLU Portfolio Manager II or III
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1 Vacancy
Job Description
The position is described below. If you want to apply click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application youll be invited to create a profile which will let you see your application status and any communications. If you already have a profile with us you can log in to check status.
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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:
Responsible for underwriting all credit requests including new requests as well as credit decisioning within some portfolios. Accountable for recommending credit structures with respect to quality and profitability within assigned geographies. Fundamental duties include ensuring that the risk philosophy risk appetite and lending strategies are adhered to while maintaining a high level of client responsiveness. Analyze financial statements and navigate a wide variety of financial structures credit scenarios. Ensure commercial lending activities are executed according to Truists policies and procedures. Builds effective relationships with Risk Management and client managers.LOCATION:
**Must be willing to sit in-office 4 days a week (1 day remote)**
- Orlando FL
- Greensboro NC
**No remote option available. No additional locations will be considered**
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.
1. Support the commercial lending process through underwriting policy knowledge credit structuring and risk assessment in credit request packages in a moderate sized or large homogeneous portfolio. Ensure packages are complete accurate and thoroughly documented
2. Analyze and/or recommend adjustments to financial statement spreads
3. Interact with client verbally and in writing on pending loan requests or portfolio management actions
4. Understand and articulate all Truist Wholesale Credit policies procedures and processes. Recommend credit within the Banks risk appetite and document when and why exceptions are appropriate. May require specialized underwriting skills for Commercial and Industrial Commercial Real Estate SBA lending and other product offerings
5. Exercise prudent credit judgment through individual loan authority if applicable
6. Keep abreast of changing business and economic developments which impact the loan portfolio its profitability risk management and banking in general
Level II:
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.
1. Bachelors degree or equivalent education and related training
2. 3 years or less experience in commercial lending and/or credit experience
3. Comprehensive commercial lending underwriting and regulatory knowledge
4. Demonstrated effective problem solving skills
5. Understanding of financial and cost accounting principles
6. Strong interpersonal written and communication
7. Demonstrated proficiency in basic computer applications such as Microsoft Office software products
Preferred Qualifications:
1. Masters degree in Finance Accounting Economics Business or equivalent financial industry training
2. Demonstrated proficiency in commercial lending systems
Level III
QUALIFICATIONS
Required Qualifications:
The requirements listed below are representative of the knowledge skill and/or ability accommodations may be made to enable individuals with disabilities to perform the essential functions.
1. Bachelors degree or equivalent education and related training
2. 5 years or less experience in commercial lending and/or credit experience
3. Comprehensive commercial lending underwriting and regulatory knowledge
4. Demonstrated effective problem solving skills
5. Understanding of financial and cost accounting principles
6. Strong interpersonal written and communication
7. Demonstrated proficiency in basic computer applications such as Microsoft Office software products
Preferred Qualifications:
1. Masters degree in Finance Accounting Economics Business or equivalent financial industry training
2. RMA - Credit Risk Certification
3. Demonstrated proficiency in commercial lending systems
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 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 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 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 LawPay Transparency Nondiscrimination Provision E-Verify
Required Experience:
Manager
Employment Type
Full-Time
