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Truist Centralized Lending Unit Portfolio Manager (WEALTH business lines) - Multiple locations in Glen Allen, Virginia

Req ID: R0049419

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Regular or Temporary:


Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

The Centralized Lending Unit (CLU) within the Risk Management Office has an immediate need for Portfolio Managers to support Truist's WEALTH business lines. These roles will be responsible for underwriting all credit requests, including new requests as well as credit decisioning within some portfolios. They will be accountable for recommending credit structures with respect to quality and profitability within assigned geographies. Fundamental duties include ensuring 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. Builds effective relationships with Risk Management and client managers. There is flexibility for these positions to sit within the following markets: Atlanta, GA; Alpharetta, GA; Charlotte, NC; Greensboro, NC; Orlando, FL; Richmond, VA; or Allentown, PA.


Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

  1. Support the commercial lending process through underwriting, policy knowledge, credit structuring, and risk assessment in credit request packages in large and complex segments within wholesale lending or specialty lines of businesses. Ensure packages are complete, accurate and thoroughly documented

  2. Analyze and/or recommend adjustments to financial statement spreads

  3. Interact with client, verbally and in writing, on pending loan requests or portfolio management actions

  4. Understand and articulate all Truist Wholesale Credit policies, procedures and processes. Recommend credit within the Bank's risk appetite, and document when and why exceptions are appropriate. May require specialized underwriting skills for Commercial and Industrial, Commercial Real Estate, SBA lending, and other product offerings

  5. Exercise prudent credit judgment through individual loan authority, if applicable

  6. Engage in the development of teammates by coaching/mentoring, this includes underwriting, policy, credit structuring, risk identification, and utilization of lending authority

  7. Effectively manage a team of Portfolio Managers, if applicable

  8. Keep abreast of changing business and economic developments which impact the loan portfolio, its profitability, risk management and banking in general

Qualifications - Portfolio Manager III

Required Qualifications:

  1. Bachelor's degree, or equivalent education and related training

  2. 5+ years of experience in commercial lending and/or credit experience

  3. Comprehensive commercial lending, underwriting, and regulatory knowledge

  4. Demonstrated effective problem solving skills

  5. Understanding of financial and cost accounting principles

  6. Strong interpersonal, written, and communication

  7. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products

PM II and III Preferred Qualifications:

  1. Master's degree in Finance, Accounting, Economics, Business or equivalent financial industry training

  2. RMA - Credit Risk Certification

  3. Demonstrated proficiency in commercial lending systems

Truist supports a diverse workforce and is an Equal Opportunity Employer who does not discriminate against individuals on the basis of race, gender, color, religion, national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. Drug Free Workplace.

Thank you for your interest in Truist! BB&T and SunTrust have come together in a transformational merger of equals to create Truist, the premier financial organization in the country. You may notice references to our legacy company names, BB&T and SunTrust, in places throughout this site. All such references should be understood to refer to Truist moving forward while we continue to transition to the Truist name.

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