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Regular or Temporary:
RegularLanguage Fluency: English (Required)
Work Shift:
1st shift (United States of America)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. Lead and drive warehouse deal execution through a proactive approach to underwriting and structuring in coordination with banking teams.
2. Demonstrate subject matter expertise; translate knowledge into strategic dialogue and value added ideas.
3. Collaborate with internal partners including risk to achieve optimal client outcomes.
4. Mentor and develop junior teammates.
5. Communicate complex or difficult ideas clearly concisely and persuasively.
6. Demonstrate the Truist values
7. Adheres to risk/compliance policies and guidelines
8. In addition to new deal execution manage a portfolio of 20-25 client exposures across multiple asset classes
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. BA/BS degree
2. Licenses: Series 7 79 and 63
3. 7-11 years of related work experience
4. Strong technical skills (including financial analysis modeling presentation) and developing subject matter expertise
5. Strong interpersonal skills which foster teamwork trust and accountability
6. Demonstrated ability to collaborate across functional areas to facilitate execution
Preferred Qualifications:
1. MBA degree with a Finance focus
2. 7-11 years of deal execution and underwriting experience
3. Solid subject matter expertise including knowledge of industry drivers product positioning credit underwriting structuring and risk mitigation.
4. Proactive and can independently lead a deal team
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.
Required Experience:
Exec
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