Senior Portfolio Manager - Wholesale Credit Delivery - Commercial Corporate Finance

Truist Bank • Atlanta, GA

11d

About The Position

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.

Requirements

• 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.

Nice To Haves

• Corporate Finance or Middle Market banking experience
• #Atlanta

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 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 Truist’s credit, underwriting, risk and compliance policies and procedures.

Benefits

• 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.
• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees