Credit Delivery Portfolio Manager II
Truist
full-time
Posted on:
Location Type: Office
Location: Charlotte • North Carolina • 🇺🇸 United States
Visit company websiteJob Level
Senior
About the role
- Underwrite loan transactions
- Complete all required financial and due diligence
- Manage an assigned portfolio of credit relationships
- Handle loan requests above $10MM
- Structure loan terms, covenants and pricing
- Respond to client needs
- Participate in client presentations
- Research and qualify credit prospects
- Manage financial and operational due diligence and underwriting activities
- Negotiate key financial structure and legal documentation
- Coordinate with key partners
Requirements
- Bachelor’s Degree in Accounting, Finance or business, or an equivalent combination of education, training and experience
- Minimum of seven (7) years in structured wealth lending or with large commercial credit solutions
- Strong decision-making skills
- Excellent proven oral and written communication skills
- Strong client relationship skills
- Demonstrates strong negotiation and persuasion skills
- Experience with structured wealth lending underwriting or with large commercial credit solutions
Benefits
- Medical
- Dental
- Vision
- Life insurance
- Disability
- Accidental death and dismemberment
- Tax-preferred savings accounts
- 401k plan
- 10 vacation days
- 10 sick days
- Paid holidays
- Defined benefit pension plan
- Restricted stock units
- Deferred compensation plan
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
underwritingfinancial due diligenceloan structuringcredit analysisnegotiationportfolio managementfinancial documentationclient presentationscredit prospect researchoperational due diligence
Soft skills
decision-makingoral communicationwritten communicationclient relationship managementnegotiation skillspersuasion skills
Certifications
Bachelor’s Degree in AccountingBachelor’s Degree in FinanceBachelor’s Degree in Business