Senior Portfolio Manager - Commercial Real Estate Credit Delivery
Truist
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.Need Help?If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response).Regular or Temporary:RegularLanguage Fluency: English (Required)Work Shift:1st shift (United States of America)Please review the following job description:Responsible for the financial analysis, risk assessment and credit structure recommendation for Commercial Real Estate clients and prospects. This includes prudent underwriting and effective credit and risk administration with particular emphasis on adherence to credit policy and requirements, financial analysis/modeling, risk evaluation, on-going portfolio maintenance activities, and client support. Collaborates with Relationship Manager to identify credit worthy projects within targeted strategies and assists in the prioritization of relationship calling strategies.Supplements analysis with research and evaluations from a wide variety of sources to develop an assessment of client, competitor, property segment, market and industry risks and trends. Collaborates with deal team to maintain data integrity and identify emerging trends/risks on existing portfolio. Supplement team performance through mentoring and coaching by applying a comprehensive knowledge of national project secured, portfolio secured, and unsecured lending including deep knowledge across all CRE asset classes and a working knowledge of national and international capital markets including institutional investment strategies, both public and private. Builds and maintains constructive relationships including Central Credit, Relationship Managers, Portfolio Managers and CIG CRE cross functional leadership. Maintain a comprehensive knowledge of the assigned portfolio and is responsible for operational and credit risk.ESSENTIAL DUTIES AND RESPONSIBILITIESFollowing 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.Responsible for leading the diligence and underwriting documentation of the most complex and larger credit relationships; leading credit presentation preparation and discussions with Credit Officer and other final approvers, and coordinating legal documentation efforts through closing and funding phase.Ensures loan agreement is in accordance with approval documents.Identifies potential issues contained within loan documentation and takes steps to address the issues, in consultation with RM.Analyze financial statements/projections and documents client performance, along with identified risk and risk mitigants of most complex credits.Provides oversight of credit relationship/project performance and monitoring activity to include overall portfolio management and understanding of current industry and market trends.Accountable for and manages assigned portfolio by monitoring performance and trends.Ensures all Credit Process Metrics are within prescribed tolerances.Accountable for the risk evaluation and associated compliance requirements within assigned portfolio and for prospects.Identifies issues and follows through for remediation.Manages pipeline of assigned portfolio to ensure that all requests are completed in a timely fashion and to ensure that the Client needs are met.Serve as a client and internal point of contact in managing assigned portfolio. (May include site visit and/or visit with client management team)Serves as source of real estate underwriting knowledge and expertise, which includes understanding of current industry and/or market trends.Facilitate strong communication and collaboration across servicing and functional teams internally to maintain executional excellence through origination, closing, and servicing processes.Decision and approve non-material Borrower requests, loan amendments or modifications, client requests requiring Bank approval, annual reviews, risk ratings, and renewals within authority levels or as appropriate based on experience level in coordination with Portfolio Manager Team Lead.Mentors and coaches Analysts, Associates, and teammates still building skills. This includes oversight of underwriting and deal processing.QualificationsRequired QualificationsThe requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.Bachelor’s degree in Finance, Accounting, Economics or Business, or an equivalent combination of education and work experience.Excellent verbal and written communication skills.Demonstrated proficiency in basic computer applications, such as Microsoft Office software products.Strong analytical and problem-solving skills.Knowledge of credit principles.Ability to handle multiple priorities under time constraints.Demonstrated success working in a collaborative team environment.Preferred Qualifications10+ Years of portfolio management and client relationship experience.Intermediate knowledge of ARGUS software and use of 3rd party Real Estate Data Sources (CoStar, REIS, Axiometrics).Completion of commercial associate program or equivalent experience; or MBA in Accounting or Finance or in related field; or an equivalent combination of educational and experience or other related advanced degree.#Atlanta #CharlotteGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.EEO is the LawE-VerifyIER Right to WorkJob SummaryJob number: R0119708Profession: Wholesale Banking
- ...description:Underwrites credit exposure for the most... ...and actively manages a portfolio of nonprofit, foundation... ...to ensure effective delivery of financing and banking... ...Complexity: Very complex. Senior Portfolio Managers... ...and experience in commercial/Not-For-Profit credit...SeniorFull timePart timeSeasonal workShift workDay shift
- ...United States of America)Please review the following job description:The Portfolio Manager is responsible for underwriting, managing, and monitoring a portfolio of commercial and not-for-profit credit relationships. This role partners with Relationship Managers, Credit...SuggestedFull timePart timeWork at officeShift workDay shift
- ...SUMMARY: Serve as portfolio management officer for an assigned commercial banking portfolio, providing... ...post-origination credit surveillance, risk identification... ...banking and commercial real estate loan portfolio,... ...intelligence used for management, senior credit leadership,...SeniorFor contractorsWork experience placementFor subcontractorWork at officeLocal areaRemote workWork from homeFlexible hours
- ...is a vertically integrated commercial real estate firm dedicated to serving investors... ..., brokerage and property management. Our experience spans... ...clients.POSITION SUMMARY:The Senior Property Manager is... ...verification, motor vehicle records, credit history, and professional...SeniorFull timeContract workWork at officeLocal areaRemote workShift work
$175k - $225k
...PurposeThe Voya Investment Management (Voya IM) Mortgage... ...across a number of portfolios. Its flagship, the Voya... ...capital across insurance, real money, and other... ...structuring and arbitrage, credit risk transfers,... ...diverse client base.As a Senior Portfolio Manager, you...SeniorFull timePart timeWork experience placementWork at officeLocal areaFlexible hours- ...description:The Middle Market Portfolio Manager (“PM”) is responsible for... ...and leveraged middle market credit relationships typically via... ...strategy for Truist Corporate & Commercial Bank (TCCB). The PM serves... ...Banking peers to ensure effective delivery of complex financing...Full timePart timeShift workDay shift
- About this role:Wells Fargo is seeking a Senior Lead Private Wealth Portfolio Manager to lead a regional team responsible for delivering sophisticated investment... ...fitness and criminal background standards. A current credit report will be used to assess your financial...SeniorFull timeWork experience placementWork at office
- ...revenue. Visit us at .You Are:A Manager within the Commercial Banking Consulting... ...industry. The Commercial Credit Consultant designs and implements... ...lending offerings and the delivery of transformational... ...underwriting. closing, servicing, portfolio management) industry...SeniorFull timeLive inWork at officeLocal area
$75k - $145k
...Job Description Job Description Senior Portfolio Manager – Special Assets (Leveraged & Corporate... ...and strategic management of complex credit requests within specialized portfolios... ...: 10+ years of heavy experience in commercial lending, special assets, or credit risk...SeniorFull timeWork at office$100k - $163k
...this role:Wells Fargo is seeking a seeking a Senior Portfolio Manager to join our Credit Execution Team within the Commercial Bank, focusing on the Middle Market segment.... ...Commercial & Industrial (C&I), Commercial Real Estate, and Investor Real Estate relationshipsand be...SeniorFull timeWork experience placementSecond job$190.9k - $254.6k
...challenges that have a real impact. In return... ...doYou will lead portfolio strategies across... .... The Real Estate team is responsible... ...will serve as the senior strategic advisor... ...Workplace and Facilities Management teams to align... ...opportunities through a commercial, operational, and...SeniorApprenticeshipWork experience placementWork at officeLocal areaRelocation- ...people, our future, and what we stand for as a firm.KPMG is currently seeking a Manager/ Senior Manager to join our Business Tax Services practice. Responsibilities:Manage a portfolio of real estate clients of varying size and scope and act as the point of contact for...SeniorLocal area
- ...Accenture is seeking a Manager in Commercial Banking Consulting focused on Business and Technology Transformation for wholesale lending. The... ...deep client management, a track record of sales and solution delivery, and the ability to lead cross-functional teams across...Senior
- ...purpose. Your future begins here! Summary/Objectives The Commercial Portfolio Manager II supports the commercial loan and deposit portfolio of one... ...functions. Analyzes financial information to evaluate the credit worthiness of new loan requests, renewal loan requests and...Full timeLocal areaRemote workHome office
- Job TitleProduct Manager - Sage Construction and Real Estate (CRE) Job DescriptionWe are seeking a highly motivated... ...Rewards Program ($600 wellness credit and $360 fitness reimbursement annually... ...- #LI-MD1 FunctionProduct Delivery CountryUnited States Office LocationAtlanta...Work at office3 days per week
$113.69k - $136.22k
...your information by visiting and logging into the careers section of the system.Job Description:At Regions, the Credit Products Commercial Portfolio Manager is a client-facing role that is responsible for independently leading all aspects of the entire commercial credit...Full timeInterim roleBank staffFlexible hours- ...Tax Manager / Senior Tax Manager – Real Estate Partnerships A leading CPA firm is seeking experienced tax professionals with a focus on real estate... ...partners. Collaborate cross-functionally to ensure timely delivery of tax services. Stay current with changes in tax...SeniorFull timeImmediate startRemote work
$125k - $228k
...Qualifications:Developed specialties in Affordable Housing and/or Real Estate4 year bachelor’s degree in AccountingMaster’s degree... ...of experience working for a public accounting firmEnergetically managing, coaching, and developing staff accountants$125,000 - $228,000 a...SeniorFull timeWork at officeLocal areaRemote workFlexible hours- ...description:The Middle Market Credit Delivery Analysts apply basic... ...of finance and accounting, commercial banking products/services,... ...With oversight from more senior teammates, Analysts facilitate... ...compliance tracking, and portfolio management. Supports projects in...SeniorFull timePart timeWork experience placementShift workDay shift
- ...autonomy to reach your goals. EisnerAmper is seeking a Senior Manager to expand our Real Estate Tax practice. Our Real Estate Tax practice serves a wide... ..., and REIT tax returns, ensuring accuracy and timely delivery. Coordinate the collection and analysis of information...SeniorWork at officeLocal area
$150k - $200k
...Director to join the public finance Senior Living team. This role can be... .... This individual will manage day-to-day client... ...teams across capital markets, credit, and public finance to deliver... ...organizations;Healthcare finance or real estate finance;Strategic, management...SeniorFull timeLocal area$200k
...Required)Work Shift:1st shift (United States of America)Please review the following job description:Manage a portfolio of Asset Based Lending (ABL) transaction for the overall credit quality, collateral monitoring financial analysis, risk mitigation while adhering to all...SeniorFull timePart timeShift workDay shift- ...Google LLC in Atlanta, GA is seeking a Program Manager III in Real Estate and Construction Category Management for the Cloud Supply Chain. You will lead complex, multi-disciplinary initiatives spanning offices and time zones, coordinating requirements, schedules, risks...Senior
$70k - $161k
...project finance and non-recourse senior debt transactions for... ...talented and ambitious Sr. Portfolio Manager (Associate Director), to support... ...balance supporting the Commercial Bank’s growth and ensuring we... ...Relationship Managers and our Credit Department to underwrite and...SeniorFull timeBank staffWork at officeRemote workWork from homeFlexible hours- ...for underwriting all credit requests, including new... ...within some portfolios. Accountable for recommending... ...scenarios. Ensure commercial lending activities are... ...relationships with Risk Management and client managers.... ..., Commercial Real Estate, SBA lending, and other...SeniorFull timePart timeWork at officeShift workNight shiftDay shift
$109k - $224k
...navigating crises, managing risk and... ...where you can make a real impact. You’ll be... ...Consulting’s Real Estate Solutions has a singular... ...Responsible for a portfolio of clients of varying... ...firm (principal, senior manager)... ...financial products in the credit markets Proficient...Full time$125k - $175k
...will partner with the Regional Manager in executing on a marketing... ...include the initial underwriting, credit analysis, and investment... ...value added knowledge of local real estate markets within territory.... ...10 years’ work experience in commercial real estate is required.Ability...Full timePart timeWork experience placementLocal areaFlexible hours- ...Years of ServiceThe Property Tax Senior Manager ("Senior Manager") oversees... ..., reviewing valuations of real and personal property, negotiating... ..., Economics, Real Estate, Business Management or other... ...Institute (CMI), and Certified Commercial Investment Member (CCIM), or...SeniorFull timeContract workLocal area
- ...America | SalesHelp banks and credit unions put AI to work.We are... ...carrying role covering an agreed portfolio of new prospects and existing... ..., Solutions, Product and Delivery. You will also help establish... ...technical teams and lead the commercial path into production.Grow what...Senior
- Overview The Wealth Management Portfolio Manager is responsible for constructing and managing discretionary investment portfolios for high... ...Employment Must be able to pass a criminal background & credit checkThis is a full-time, non-remote positionFLSA Status: ExemptReady...Full timeLocal areaRemote work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Portfolio Manager - Commercial Real Estate Credit Delivery. Be the first to apply!
- funding manager Atlanta, GA
- hedge fund manager Atlanta, GA
- portfolio manager Atlanta, GA
- fund accounting manager Atlanta, GA
- fixed income portfolio manager Atlanta, GA
- assistant project manager - commercial construction Atlanta, GA
- construction project manager commercial Atlanta, GA
- chief commercial officer Atlanta, GA
- commercial project manager Atlanta, GA
- senior commercial manager Atlanta, GA




