Portfolio Manager or Senior Portfolio Manager - Wholesale Credit Delivery - Middle Market segment

Portfolio Manager or Senior Portfolio Manager – Wholesale Credit Delivery – Middle Market Segment

Join Truist as a Portfolio Manager or Senior Portfolio Manager in our Wholesale Credit Delivery team focusing on the Middle Market segment.

• Underwriting:
  Lead the commercial underwriting process, document transactions, analyze company performance, recommend loan structures, and ensure regulatory compliance.
• Portfolio Management:
  Monitor portfolio performance, identify issues, perform risk rating integrity, manage amendments and waivers, and communicate risk insights.
• Client Calling Effort:
  Apply credit policy and pricing to develop solutions that meet client needs and risk criteria; manage data integrity and update loan systems.
• Span of Control:
  Regular communication with clients, prospects, relationship managers, credit risk managers, and internal/external audit teams.
• Decision-Making and Autonomy:
  Provide independent risk recommendations on clients and portfolio; review by ultimate risk approval officer.
• Problem Complexity:
  Handle underwriting and management of significant client exposure.
• Leadership and Influencing:
  Mentor junior talent and lead activities benefiting the PM platform.

• Bachelor’s degree in Finance or related field and at least 5+ years of commercial credit analysis experience.
• Mastery level proficiency with MS Office Desktop applications.
• Strong interpersonal and written/verbal communication skills.
• Sound credit skills and strong attention to detail.
• Ability to prioritize workflow and multi-task in a fast‑paced environment.

• Experience in a similar role with a commercial financial institution.
• Industry or sub‑sector expertise.
• Mastery of Truist Bank operating systems including COMPASS, MRA, Salesforce, and nCino.

All regular teammates working 20+ hours/week are eligible. Benefits include medical, dental, vision, life insurance, disability, 401(k), vacation, sick days, paid holidays, and additional plans such as defined benefit pension, RSRU, and deferred compensation. For more details, visit the Truist Benefits site.

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. E-Verify IER Right to Work.