Senior Portfolio Manager Wholesale Credit Delivery Commercial Corporate Finance
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Job Location:
Atlanta, GA - USA
Monthly Salary:
Not Disclosed
Posted on:
17 hours ago
Vacancies:
1 Vacancy
Job Summary
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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:
Facilitates new loan origination with Truists 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:
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.
- 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 a 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 Truists credit underwriting risk and compliance policies and procedures.
Required Qualifications:
- Bachelors 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
#Atlanta
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:
Manager
Key Skills
- Forecasting
- Hyperion
- Cost Management
- Construction Estimating
- QlikView
- Bus Driving
- Analysis Skills
- HubSpot
- Salesforce
- Market Research
- negotiation
- Financial Planning
About Company
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