Wealth Credit Delivery Portfolio Manager – Medical Specialty Team

Truist

Wealth Credit Portfolio Manager underwriting loan transactions for High Net Worth clients. Managing a credit portfolio over $500MM with strong client relationship and decision-making skills.

Posted 6/19/2026full-timeAtlanta • North Carolina • 🇺🇸 United StatesSeniorLeadWebsite

About the role

Key responsibilities & impact

The Wealth Credit Portfolio Manager is responsible for underwriting loan transactions, including completing all required financial and other due diligence, in order to make recommendations for new business-purpose (i.e. wholesale) credit requests
Proactively manages an assigned portfolio of credit relationships with an average portfolio size of over $500MM
Role supports a growing national franchise with High Net Worth or Ultra High Net Worth clients within the Truist Wealth Advisory segment
Handle all loan requests above $10MM but some requests could be in excess of $100MM
Structure loan terms, covenants and pricing to recommend deals to credit risk management
Respond to client needs, participating in client presentations, when appropriate, and researching and qualifying credit prospects
Negotiate key financial structure and legal documentation for clients and prospects
Coordinate with key partners, including relationship management, cross-functional partners, and Credit Risk Management
Provides technical assistance and coaching to junior Credit Portfolio Managers
Provides monitoring and industry/market research for complex industries and portfolios.

Requirements

What you’ll need

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

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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

underwritingfinancial due diligenceloan structuringcredit risk managementnegotiationfinancial analysisportfolio managementcredit assessmentmarket researchstructured wealth lending

Soft Skills

decision makingbusiness developmentrisk mitigationoral communicationwritten communicationclient relationship managementnegotiation skillspersuasion skillscoachingcollaboration

Certifications

Bachelor’s Degree in AccountingBachelor’s Degree in FinanceBachelor’s Degree in Business