CCB Credit Delivery Portfolio Manager or Senior Portfolio Manager
| Company | Truist |
|---|---|
| Location | Houston, TX, USA, Dallas, TX, USA, San Antonio, TX, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Senior |
Requirements
- Bachelor’s Degree in Finance or related field and at least 5+ 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.
Responsibilities
- Leads the entire commercial underwriting process both internally and externally with prospects and clients.
- Underwrites and documents all prospect and client transactions.
- Analyzes individual company performance and drives accurate ordering of real estate valuations, environmental assessments and Uniform Commercial Code (UCC) searches.
- Provides independent analysis of financial statements and business plans; identifies and mitigates key risks.
- Recommends and models appropriate loan structures while maintaining expertise around the bank’s suite of ancillary products.
- Accountable for and manages assigned portfolio by monitoring performance and trends, identifying issues and following through for remediation.
- Responsible for risk rating integrity, annual reviews as well as financial statement spreading, compliance and regulatory review.
- Manages all amendment and waivers in the assigned portfolio.
- In conjunction with other internal product partners, applies knowledge of credit policy, pricing and structure to develop solutions that meet the client’s needs and the Bank’s risk acceptance criteria.
Preferred Qualifications
- Has successfully held similar role with commercial financial institution or like experience.
- Industry or sub-sector expertise.
- Mastery of Truist Bank operating systems inclusive of COMPASS and other Commercial applications (i.e. MRA, salesforce.com, nCino)