Portfolio Manager

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Regular or Temporary:

Regular

Language Fluency:  English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

Support Mortgage Warehouse Lending Relationship Managers (MWL) by providing objectivity and a risk management focus and the support needed to grow MWL relationships. Primary duties include ensuring new and renewed credits are properly analyzed, credit files are in compliance with policy, and the commercial lending process is completed.

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. 

• Provide support of underwriting and verification of risk-assessment analysis on credit request packages to be submitted to Commercial Credit Administration (CCA) for co-approval.
• Ensure packages are complete, accurate, and adhere to Truist risk appetite and policy.
• Support the MWL Managing Director and MWL Relationship Managers in the administration of the business portfolio of the MWL department in order to achieve the desired results of quality, profitability, and growth.
• Monitor proper use of single loan authority, execution of risk grading tool, appraisal order process, and all other components established for the commercial lending process.
• Inspect credit files and loan systems information to ensure accuracy and data integrity.
• Keep abreast of changing business and economic developments which impact the loan portfolio, its profitability, and banking in general.
• Work closely with the MWL Relationship Managers to assist with monitoring, maintaining, and potentially growing the loan portfolios.
• Help with the identification of any changes in risk associated with each existing loan and take the necessary course of action.
• Update and maintain existing credit files to ensure that the file is up to date and current.
• In conjunction with MWL Relationship Managers, assist with obtaining updating information from the client.

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.

• Bachelor’s degree in business, finance, or accounting or equivalent education and related training 6+ years of experience in banking industry or related work experience Strong verbal and written communication skills
• Understanding of financial and cost accounting principles
• Proficient in the use of Microsoft Office desktop applications
• Commercial Underwriting Experience

Preferred Qualifications:

• Master’s degree in Finance, Accounting, or Economics High degree of quantitative analysis skills

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.

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