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.

• 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.