Middle Market Portfolio Manager – Wholesale Credit Delivery – Sponsor and Leveraged Finance

Truist

Middle Market Portfolio Manager handling complex credit relationships for sponsor owned and leveraged finance. Managing underwriting, structuring, and ongoing portfolio management within Truist Corporate & Commercial Bank.

Posted 6/25/2026full-timeOrlando • Florida, Tennessee • 🇺🇸 United StatesSeniorLeadWebsite

About the role

Key responsibilities & impact

responsible for the independent underwriting, structuring, and ongoing portfolio management of complex, sponsor owned and leveraged middle market credit relationships
supports moderately complex originations and manages existing relationships involving acquisition financing, recapitalizations, refinancings, upsizes, amendments, and waivers
provides credible challenge to business partners, leading credit structuring and documentation discussions
accountable for the risk evaluation and associated regulatory compliance requirements
monitors performance and trends, proactively defining client credit solutions
expands client relationships through consistent and direct client calling efforts
manages all amendment and waivers in the assigned portfolio
responsible for maintaining extensive level of knowledge of corporate banking, investment banking and commercial banking solutions

Requirements

What you’ll need

Bachelor’s Degree in Finance or related field
at least 7+ years of progressive experience in middle market credit and/or mid corporate underwriting, leveraged finance, sponsor finance, and portfolio management within a bank or direct lending environment
Mastery level proficiency with MS Office Desktop applications
Strong interpersonal skills and solid written/verbal communication are essential
Sound credit skills essential
Strong attention to detail
Ability to prioritize workflow and multi-task in a fast-paced environment

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 (depending on position and division)
restricted stock units and/or a deferred compensation plan (depending on position and division)

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

underwritingstructuringportfolio managementacquisition financingrecapitalizationsrefinancingsupsizesamendmentswaiverscredit evaluation

Soft Skills

interpersonal skillswritten communicationverbal communicationattention to detailprioritizationmulti-tasking

Certifications

Bachelor’s Degree in FinanceMaster’s Degree in Finance