CRE Underwriter & Portfolio Strategist

Truist; Charlotte (NC); On-site; USD 75,000 - 95,000; Full time

Benefits offered by this job

Medical and dental insurance

401k plan

Paid vacation and sick days

Flexible work hours

Job summary

A leading financial institution is seeking an experienced professional for a role focused on credit underwriting and portfolio management. The ideal candidate will have a minimum of 3 years' experience in commercial real estate finance and a strong analytical skill set. Responsibilities include managing credit relationships, preparing presentations, and ensuring adherence to compliance standards. This position offers a dynamic work environment with opportunities for team development and strong communication with clients and internal partners.

Qualifications

• Minimum 3 years of experience in commercial real estate finance, including asset management, underwriting, and credit decision-making.
• Strong knowledge of loan documentation, covenants, and financial statement analysis.
• Proficiency in Microsoft Office applications.

Responsibilities

• Responsible for credit underwriting and portfolio management within a large corporate banking portfolio.
• Prepare high-quality credit presentations and approval documents for new transactions.
• Oversee ongoing performance and monitoring activities for assigned portfolio.

Skills

Credit analysis

Analytical ability

Effective communication

Problem solving

Risk awareness

Education

Bachelor’s degree in Finance, Accounting, Economics, Business

Tools

Microsoft Office

ARGUS software

Advanced Excel

Job description

A leading financial institution is seeking an experienced professional for a role focused on credit underwriting and portfolio management. The ideal candidate will have a minimum of 3 years' experience in commercial real estate finance and a strong analytical skill set. Responsibilities include managing credit relationships, preparing presentations, and ensuring adherence to compliance standards. This position offers a dynamic work environment with opportunities for team development and strong communication with clients and internal partners.