Truist

CLU Portfolio Manager II, III – Wealth

Truist

full-time

Posted on:

Location Type: Office

Location: Richmond • Florida • North Carolina • United States

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About the role

  • Responsible for underwriting all credit requests, including new requests
  • Accountable for recommending credit structures with respect to quality and profitability
  • Ensure that the risk philosophy, risk appetite, and lending strategies are adhered to while maintaining a high level of client responsiveness
  • Analyze financial statements and navigate a wide variety of financial structures, credit scenarios
  • Ensure commercial lending activities are executed according to Truist's policies and procedures
  • Build effective relationships with Risk Management and client managers

Requirements

  • Bachelor's degree, or equivalent education and related training
  • 3 years or less experience in commercial lending and/or credit experience
  • Comprehensive commercial lending, underwriting, and regulatory knowledge
  • Demonstrated effective problem solving skills
  • Understanding of financial and cost accounting principles
  • Strong interpersonal, written, and communication skills
  • Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
Benefits
  • Medical, dental, vision, life insurance
  • Disability
  • Accidental death and dismemberment
  • Tax-preferred savings accounts
  • 401k plan
  • No less than 10 days of vacation during the first year of employment
  • 10 sick days
  • Paid holidays
  • Defined benefit pension plan (depending on position and division)
  • Restricted stock units (depending on position and division)
  • Deferred compensation plan (depending on position and division)
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
underwritingcommercial lendingcredit analysisfinancial statement analysisregulatory knowledgeproblem solvingfinancial accountingcost accounting
Soft Skills
interpersonal skillswritten communicationverbal communication
Certifications
Bachelor's degree