Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Wholesale Portfolio Strategy and Reporting Manager

Full-time

Truist Bank

:

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:

Regular

Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Please review the following :

Provide ongoing management reporting in support of sound credit administration, which includes reporting for including various periodic reviews, financial spreads, risk ratings, maintenance of credit files and other compliance requirements Provide operational support for Credit Delivery infrastructure including management of policies, procedures, intranet/Sharepoint administration and regulatory compliance interactions. Essential Duties and Responsibilities 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. Take ownership of Truist CIB policies and procedures; serve as resource to CIB PM teams for policies and procedures; recommend and request changes as necessary 2. Manage data and reporting within CIB; oversee the development of comprehensive reporting, including the creation and maintenance of files and databases required for internal and external reports and documentation 3. Act as Liaison with Credit Risk Review and internal/external Auditors for the review of CIB loan portfolio. Coordinate with the PM teams to resolve issues, and recommend remediation 4. Effectively manage Administrative Assistant function within CIB to ensure maximum efficiency in terms of new team member onboarding, technology access, expense reporting, and other assigned AA duties 5. Manage various special projects essential to CIB operation as they arise Required Qualifications: The 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. 1. BA/BS Degree 2. 5+ years of experience in Corporate Banking / Capital Markets. 3. 3+ years of experience in supervisory / management role or equivalent leadership role 4. Demonstrated ability to identify, analyze and resolve technical problems independently. 5. Proficient office software, office hardware, spreadsheet, and PC database skills. 6. Strong initiative with ability to work both independently and within a team. Preferred Qualifications: 1. 2 years of management experience in Corporate and Investment Banking lending. 2. Information systems degree

General 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 Law Pay Transparency Nondiscrimination Provision E-Verify

Vacancy posted 19 hours ago
Similar jobs that could be interesting for youBased on the Wholesale Portfolio Strategy and Reporting Manager in Charlotte, NC vacancy
  •  ...Capital and Risk-Weighted Assets (RWA) reporting requirements, providing guidance and technical...  ...vision and leadership on reporting strategies, improvements and upgrades, and develop...  ..., as needed. Assist in risk management governance and business continuity planning... 
    Suggested
    Work at office

    SunTrust Investment Services, Inc.

    Charlotte, NC
    19 hours ago
  •  ...Capital and Risk-Weighted Assets (RWA) reporting requirements, providing guidance and technical...  ...vision and leadership on reporting strategies, improvements and upgrades, and develop...  ..., as needed. Assist in risk management governance and business continuity planning... 
    Suggested
    Full time
    Part time
    Work at office
    Shift work
    Day shift

    Truist Inc

    Charlotte, NC
    3 days ago
  •  ...Chief Financial & Strategy Officer (CFO) About the Company Mission-driven organization...  ...Industry Non-Profit Organization Management Type Non Profit Founded...  ...finance to include leading an integrated portfolio that spans various critical functions,... 
    Suggested
    Flexible hours

    Confidential

    Charlotte, NC
    18 hours ago
  • $100k - $140k

     ...Human Resources Manager | Confidential | Chicagoland Construction This Jobot Job is hosted by: Collin Walsh Are you a fit? Easy...  ...and senior stakeholders — developing policy, driving workforce strategy, and building the infrastructure to support a growing, multi-site... 
    Suggested
    For contractors
    Work at office
    Local area

    Jobot

    Charlotte, NC
    14 hours ago
  • $102.1k - $187k

     ...build a better working world. Tax Services Manager - Financial Services Office - Customer Tax Operations and Reporting (CTOR) EY is a leader in serving the global...  ...spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a... 
    Suggested
    Summer holiday
    Work at office
    Remote work
    Flexible hours

    EY

    Charlotte, NC
    2 days ago
  •  ...Treasury Management Officer In Commercial Banking Are you customer...  ...market and product strategy while developing partnerships...  ...non-credit risk for customer portfolio and monitor and enhance profitability...  ...is one of the largest wholesale banking client franchises in... 

    Chase

    Charlotte, NC
    1 day ago
  •  ...cross-functional teams to ensure fraud strategies are effective, scalable, and aligned with...  ...mitigation efforts. Contribute to Reporting: Develop and deliver clear reporting...  ...least one of the following: Fraud rules management / transaction monitoring Payments fraud... 
    Visa sponsorship

    Vanguard

    Charlotte, NC
    7 days ago
  • $80k - $179.4k

     .... As a Business Development Manager III within PNC's Financial Wellness...  ...manufacturing, healthcare, wholesale, or general services....  ...Sets client acquisition strategies and directs new client sales...  ...products and services. Leverages reporting and sales tools to proactively... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    PNC Financial Services Group

    Charlotte, NC
    18 hours ago
  •  ...to market, accurate and timely carrier reporting isn’t a back-office afterthought - it’s...  ...opportunity. POSITION SUMMARY The Manager, Accounting & Reporting will be the...  ...opportunities through index-linked crediting strategies, and offer flexible income solutions... 
    Part time
    Flexible hours

    Trellis Insurance Solutions LLC

    Charlotte, NC
    17 days ago
  • $80k - $179.4k

     .... As a Business Development Manager III within PNC's Financial Wellness...  ...manufacturing, healthcare, wholesale, or general services....  ...Responsibilities Set client acquisition strategies and direct new client sales...  ...to the client; leverage reporting and sales tools to identify... 
    Work at office
    Local area

    PNC Financial Services Group

    Charlotte, NC
    2 days ago
  • $55k - $119.6k

     ...to the company's success. As an Account Manager within PNC's Financial Wellness Solutions...  ...services, manufacturing, healthcare, wholesale, or general services sectors. Additional...  ...Counseling, Competitive Advantages, Go‑to‑Market Strategies, Influencing Skills, Negotiation,... 
    Full time
    Contract work
    Temporary work
    Part time
    Work experience placement
    Work at office

    Fairygodboss

    Charlotte, NC
    1 day ago
  • $108.68k - $153.73k

     ...Manager, Financial Due Diligence Blue Ops Partners is a premier...  ..., investment banks, and portfolio companies throughout the M&A...  ...financial discipline, enhance reporting accuracy, and build scalable...  ...close to deal trends, investor strategies, and the broader market... 
    Temporary work
    Summer work
    Work at office
    Local area
    Flexible hours

    Xerxes Global

    Charlotte, NC
    1 day ago
  • $103.6k - $189.9k

     ...Charlotte, Cincinnati, Miami, Nashville Tax - Compliance and Reporting - Tax Compliance - Manager At EY, we’re all in to shape your future with...  ...pivotal role in managing and implementing tax compliance strategies for our clients. You will provide comprehensive support... 
    Summer holiday
    Flexible hours

    EY

    Charlotte, NC
    4 days ago
  • $103.6k - $189.9k

     ...to build a better working world. Tax - Compliance and Reporting - Tax Compliance - Manager Will you shape the future or will the future shape you?...  ...pivotal role in managing and implementing tax compliance strategies for our clients. You will provide comprehensive support... 
    Summer holiday
    Flexible hours

    Ernst & Young Oman

    Charlotte, NC
    1 day ago
  • $101k - $203k

     ...clients, RSM is seeking a highly motivated manager to lead teams of risk consulting...  ...subject-matter expertise in risk consulting strategies and internal controls pertaining to the...  ...risk of all client related work within the portfolio Leverage your experience and expertise... 
    Work experience placement
    Internship
    Local area

    RSM US LLP

    Charlotte, NC
    18 hours ago
  • $82.1k - $172.5k

     ...General Function The Portfolio Manager II is responsible for managing a portfolio of commercial loans and underwriting transactions. This...  ...consistently identifying, assessing, managing, monitoring, and reporting risks of all types. Essential Duties and Responsibilities... 

    Fifth Third Bank, N.A.

    Charlotte, NC
    2 days ago
  •  ...What we offer: Employee referral program Growth from Within, Management Opportunities Flexible Scheduling Health insurance 401K with Company...  ...'s overall profitability and product penetration Track portfolio with lenders Review and inspect the flow of the department’s paperwork... 
    Local area
    Flexible hours

    Volkswagen of South Charlotte

    Charlotte, NC
    18 hours ago
  •  ...application process. Accounting Manager Charlotte, NC, US Discover...  ...becoming the largest independent wholesale distributor of automotive...  ...customers. Account Manager Exempt Reports To: Regional Sales Director...  ...implementing company’s sales strategies. Interface with clients to... 
    Work experience placement
    Local area
    Flexible hours
    Shift work

    Mygrant

    Charlotte, NC
    18 hours ago
  •  ...responsibilities of the Corporate Controller are to: Manage all operational entities within the...  .... Prepare monthly, quarterly and annual reports for Executive Management Team. Manage the...  ...tools a plus. Experience in financial strategy, planning, reporting and working capital... 
    Temporary work

    CPI Security

    Charlotte, NC
    3 days ago
  • $57.68k - $78.28k

     ...physical evidence Prepares interim and final reports on the progress of investigations...  ...been growing our government contracting portfolio, and along the way, we’ve created valuable...  ...weeks ago Enterprise Compliance Officer Manager - Enhanced Due Diligence Senior Audit Manager... 
    Full time
    Interim role
    Local area
    Flexible hours

    CGS Federal (Contact Government Services)

    Charlotte, NC
    1 day ago
  •  ...Job Description Tax Senior Manager - Financial Services - Charlotte, NC Who: A...  ...Charlotte, NC Why: To guide high-level tax strategy, develop future leaders, and support the...  ..., including ASC 740 computations and reporting. - Collaborate across service lines to... 
    Full time
    Work at office
    Immediate start

    Staff Financial Group

    Charlotte, NC
    4 days ago
  •  ...documents, and other physical evidence. Prepares interim and final reports on the progress of investigations. Assists in the...  ...past seven years, we've been growing our government contracting portfolio, and along the way, we've created valuable partnerships by demonstrating... 
    Full time
    Interim role
    Local area
    Remote work
    Flexible hours

    Contact Government Services LLC

    Charlotte, NC
    3 days ago
  •  ...accounts payable, payroll, fixed assets, reporting, and compliance. This role...  ...Oversee consolidated financial statements, management reporting, variance analysis, and audit...  ...Compliance to support broader financial strategy and risk management. Serve as a strategic... 
    Contract work
    For contractors
    Work at office
    Local area

    Vaco

    Charlotte, NC
    1 day ago
  • $140k - $160k

     ...dynamic construction/real estate portfolio. Strategic Influence: Partner...  ...to enhance financial processes, reporting accuracy, and long-term financial strategy. Balanced Flexibility: Enjoy a hybrid...  ..., development, and project management teams to align financial insights... 
    Full time
    Work at office
    Remote work
    Monday to Friday

    Ferretti Search

    Charlotte, NC
    3 days ago
  • $120k - $150k

     ...supervise accounting operations, financial reporting, internal controls, job costing, and...  ...to maintain accurate financial records, manage month-end and year-end close processes,...  ...planning processes. Support financial strategy, including risk management, cost controls... 
    Full time
    Casual work
    Work at office
    Relocation
    Monday to Friday

    Red Cedar Capital Partners

    Charlotte, NC
    19 hours ago
  •  ...Industry Non-Profit Organization Management Type Non Profit Founded 1...  ...with a strong background in financial strategy, full accounting cycle oversight,...  ...accounting principles, real estate portfolio financial reporting, and experience with advanced accounting... 

    Confidential

    Charlotte, NC
    18 hours ago
  • $160k - $222k

     ...Senior Manager, External Financial Reporting & SEC Compliance Location: Las Vegas, NV (Onsite - Relocation Required) Compensation: $160,000 - $222,000 base salary Employment Type: Full-Time About the Opportunity Innovation Consulting is partnering... 
    Full time
    Relocation

    INNOVATION CONSULTING INC

    Charlotte, NC
    4 days ago
  •  ...The Company is in search of a Chief Financial Officer (CFO) to take on a pivotal role in leading the financial strategy and operations of one of its portfolio companies. The successful candidate will be responsible for driving the company's financial performance, with a... 
    Flexible hours

    Confidential

    Charlotte, NC
    4 days ago
  •  ...found the right team. As a Treasury Management Officer in Commercial Banking, you will...  ...execute a localized market and product strategy while developing partnerships with Bankers...  ...Manage the non-credit risk for customer portfolio and monitor and enhance profitability of... 

    J.P. Morgan

    Charlotte, NC
    20 days ago
  •  ...for daily cash positioning, managing investments, enterprise payment...  ...optimize Nucor's investment portfolio while ensuring compliance with...  ...treasury and investment reporting for senior leadership. Support...  ...processes, and support finance data strategy. Collaborate with... 

    Nucor Corporation

    Charlotte, NC
    18 hours ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Wholesale Portfolio Strategy and Reporting Manager. Be the first to apply!