Wealth Credit Delivery Portfolio Manager - Medical Specialty Team

Responsibilities 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 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. #J-18808-Ljbffr Jobtailor