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Portfolio Manager – Wholesale Credit Delivery, Middle Market
TruistPortfolio Manager responsible for credit analysis and risk management in Wholesale Banking. Overseeing commercial underwriting process and portfolio management for middle market clients.
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
credit analysisfinancial statement analysisrisk ratingportfolio managementcommercial underwritingregulatory compliancecredit policypricing strategiesdata integrityemerging credit problems
Soft Skills
interpersonal skillswritten communicationverbal communicationattention to detailworkflow prioritizationmulti-tasking
Tools & Technologies
MS Office
Certifications & Qualifications
Bachelor’s Degree in FinanceMaster’s Degree in related field
Industry Keywords
Wholesale BankingMiddle MarketCML portfoliocredit exposureclient transactionsannual reviewsamendmentswaiversindustry trendscredit skills
About the role
Key responsibilities & impact- Underwrites credit exposure for Wholesale Banking clients
- actively manages a Middle Market or CML portfolio
- day-to-day client interaction
- managing portfolio risk
- adheres to all regulatory and compliance guidelines
- early identification of emerging credit problems and industry trends
- leads the entire commercial underwriting process
- underwrites and documents all prospect and client transactions
- provides independent analysis of financial statements and business plans
- responsible for risk rating integrity and annual reviews
- manages all amendment and waivers in the assigned portfolio
- applies knowledge of credit policy and pricing to develop solutions
- manages data integrity of all inputs and outputs
Requirements
What you’ll need- Bachelor’s Degree in Finance or related field
- at least 5+ years of related training and experience in commercial credit analysis
- Mastery level proficiency with MS Office Desktop applications
- Strong interpersonal skills
- solid written/verbal communication
- Sound credit skills
- strong attention to detail
- Ability to prioritize workflow and multi-task
Benefits
Comp & perks- medical, dental, vision, life insurance
- disability, accidental death and dismemberment
- tax-preferred savings accounts
- 401k plan
- no less than 10 days of vacation
- 10 sick days
- paid holidays
- defined benefit pension plan
- restricted stock units
- deferred compensation plan