Senior Portfolio Manager – Medical & Legal Specialty
Truist
full-time
Posted on:
Location Type: Office
Location: Atlanta • North Carolina • United States
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Job Level
About the role
- Underwriting loan transactions and managing an assigned portfolio of credit relationships
- Proactively managing an average portfolio size of over $500MM
- Handling loan requests above $10MM and negotiating loan terms, covenants and pricing
- Responding to client needs and participating in presentations
- Managing time-critical financial and operational due diligence and underwriting activities
- Coordinating with key partners, including relationship management and Credit Risk Management
- Providing technical assistance and coaching to junior Credit Portfolio Managers
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
- Demonstrates strong decision making skills and ability to balance business development and risk mitigation
- Excellent proven oral and written communication skills
- Strong client relationship skills
- Demonstrates strong negotiation and persuasion skills during external interactions with clients/prospects and internally with Relationship Management partners and Credit Risk Management
- Experience with structured wealth lending underwriting or with large commercial credit solutions.
Benefits
- Medical insurance
- Dental insurance
- Vision insurance
- Life insurance
- Disability insurance
- 401(k) plan
- Paid time off (minimum 10 days)
- Sick days (minimum 10 days)
- Paid holidays
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
underwritingloan transactionsfinancial due diligencecredit risk managementstructured wealth lendingcommercial credit solutionsnegotiationportfolio managementloan termscovenants
Soft Skills
decision makingbusiness developmentrisk mitigationoral communicationwritten communicationclient relationship managementnegotiation skillspersuasion skillscoachingpresentation skills
Certifications
Bachelor’s Degree in AccountingBachelor’s Degree in FinanceBachelor’s Degree in Business