Asset Manager II

Jobtailor; Charlotte (NC); On-site; USD 90,000 - 150,000; Full time

Job summary

Jobtailor is seeking an experienced Asset Based Lending professional in Charlotte, NC to manage a portfolio of ABL transactions and monitor collateral quality. The role requires strong financial analysis, risk mitigation, and collaboration with clients and internal teams to meet credit and revenue objectives.

The ideal candidate will have a BA/BS, Series 79, Series 6/33 licenses, and 7–11 years of relevant experience, with demonstrated ability to distill complex data into clear issues for

Qualifications

• BA/BS degree or equivalent professional background required.
• Series 79 license and Series 6/33 licenses required.
• 7-11 years of related work experience in asset based lending or credit risk roles.
• Strong technical skills in financial analysis, modeling, and data interpretation.
• Proven ability to distill complex data into concise issues and actionable insights.
• Excellent interpersonal and collaboration skills across functional teams.

Responsibilities

• Manage a portfolio of Asset Based Lending transactions and monitor credit quality.
• Perform collateral monitoring, financial analysis, and risk mitigation in line with regulatory standards.
• Collaborate with Truist clients and internal teams to achieve revenue and credit objectives.
• Prepare amendment memos, trend cards, and problem loan reports with accuracy and clarity.
• Support risk partners and restructure problem loans when needed.
• Develop junior staff through guidance and mentorship.

Skills

Asset Based Lending

Financial Analysis

Credit Risk Management

Financial Modeling

Education

BA/BS degree

Licenses: Series 79

Licenses: Series 6/33

Job description

• Manage a portfolio of Asset Based Lending (ABL) transactions for the overall credit quality
• Collateral monitoring, financial analysis, risk mitigation while adhering to all operational/regulatory compliance
• Work closely with Truist clients to manage the ABL loans
• Actively work with other functional groups to ensure ABL attains its revenue, income, credit quality and other financial objectives
• Manage/mitigate credit risk of ABL portfolio transactions
• Complete on-time, accurate, well-articulated amendment memos, trend cards, and problem loan reports
• Understand and adhere to various Truist policies, processes, procedures and regulatory requirements
• Restructure and manage problem loans with input from risk partners
• Work closely with and develop junior talent

Requirements

• BA/BS degree
• Licenses: Series 79 and 6 33
• 7-11 years of related work experience
• Strong technical skills, (including financial analysis, modeling)
• Demonstrated analytical skills – ability to distill complex data into concise and relevant issues.
• Strong interpersonal skills which foster teamwork, trust and accountability
• Demonstrated ability to collaborate across functional areas to facilitate execution

Core Competencies

Expertise in managing Asset Based Lending transactions, including financial analysis, risk mitigation, and compliance with regulatory requirements. Proven ability to collaborate across functional areas and develop junior talent while maintaining credit quality and achieving financial objectives.

Highest-signal resume keywords

• Asset Based Lending Management
• Financial Analysis
• Risk Mitigation
• Series 79 License
• Series 6 33 License

ATS Optimization Keywords

Hard Skills

• Financial Analysis
• Financial Modeling
• Credit Risk Management
• Collateral Monitoring
• Data Analysis

Soft Skills

• Interpersonal Skills
• Team Collaboration
• Analytical Skills
• Communication Skills

Certifications & Qualifications

• Series 79 License
• Series 6 33 License

Industry Keywords

• Asset Based Lending
• Regulatory Compliance
• Credit Quality
• Operational Compliance
• Problem Loan Management