ResponsibilitiesThe 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 requestsProactively manages an assigned portfolio of credit relationships with an average portfolio size of over $500MMRole supports a growing national franchise with High Net Worth or Ultra High Net Worth clients within the Truist Wealth Advisory segmentHandle all loan requests above $10MM but some requests could be in excess of $100MMStructure loan terms, covenants and pricing to recommend deals to credit risk managementRespond to client needs, participating in client presentations, when appropriate, and researching and qualifying credit prospectsNegotiate key financial structure and legal documentation for clients and prospectsCoordinate with key partners, including relationship management, cross-functional partners, and Credit Risk ManagementProvides technical assistance and coaching to junior Credit Portfolio ManagersProvides monitoring and industry/market research for complex industries and portfolios.RequirementsBachelor's Degree in Accounting, Finance or business, or an equivalent combination of education, training and experienceMinimum of seven (7) years in structured wealth lending or with large commercial credit solutionsDemonstrates strong decision making skills and ability to balance business development and risk mitigationExcellent proven oral and written communication skillsStrong client relationship skillsDemonstrates strong negotiation and persuasion skills during external interactions with clients/prospects and internally with Relationship Management partners and Credit Risk ManagementExperience with structured wealth lending underwriting or with large commercial credit solutions.#J-18808-Ljbffr
