Clu Portfolio Manager Ii Or Clu Portfolio Manager Iii (wealth)
Truist Bank
Multiple Locations
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Commercial lending underwriting
Credit structuring and risk assessment
Financial statement analysis
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Truist Bank is seeking a Portfolio Manager II or III to manage credit requests and lending processes within a commercial context. The position requires in-office work with an emphasis on underwriting, financial analysis, and adherence to lending policies.
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Job Summary
Responsible for underwriting all credit requests, including new requests as well as credit decisioning within some portfolios.
Accountable for recommending credit structures with respect to quality and profitability within assigned geographies.
Builds effective relationships with Risk Management and client managers.
Matching Summary
Match Score: 75
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Truist Bank is seeking a Portfolio Manager II or III to manage credit requests and lending processes within a commercial context. The position requires in-office work with an emphasis on underwriting, financial analysis, and adherence to lending policies.
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Skills & Requirements
Must-have
Commercial lending underwriting
Credit structuring and risk assessment
Financial statement analysis
Client relationship management
Truist policies and procedures
Nice-to-have
Adaptability to economic developments
Effective problem-solving skills
Strong interpersonal communication
Key Requirements
Bachelor's degree or equivalent
3-5 years of commercial lending/credit experience
Comprehensive commercial lending, underwriting, and regulatory knowledge