Elite Structured Lending Advisor for UHNW Clients

Truist; Houston (TX); On-site; USD 120,000 - 190,000; Full time

Job summary

Truist is seeking a Structured Lending Advisor in the United States (Houston area) to partner with Wealth Advisors and deliver customized, complex credit solutions for high net worth clients. You will handle the deal life cycle from proposal to closing and drive credit portfolio growth in supported markets.

The role requires strong communication, client relationship skills, and the ability to work across cross-functional teams while maintaining regulatory compliance and profitability targets.

Qualifications

• Bachelor's degree in business-related field, or equivalent education and training.
• Seven years of training and experience related to Lending Advisor role.
• Experience evaluating financial statements to structure complex, custom credits.
• Familiarity with complex client entity structures and wealth lending solutions.
• Excellent oral and written communication skills.
• Solid client relationship skills and ability to work in a team.
• Strong organizational skills; NMLS / Safe Act registered within days of hire.

Responsibilities

• Facilitate the deal life cycle from deal proposal to loan closing.
• Serve as the first point of contact for Wealth Advisors and deal fulfillment partners.
• Escalate backlogs and issues to move transactions along.
• Build relationships as an advisor team member to deliver planning-based loan solutions.
• Structure highly customized, complex loan structures within credit risk appetite and regulatory requirements.
• Manage various ownership structures and deal complexity including CRE, asset-backed facilities.
• Drive new business and manage credit pipeline for new and increased loan requests.
• Prepare deal sheets with structure, financial analysis, risk mitigation, and rate recommendations.
• Collaborate with credit portfolio, risk management, counsel, compliance and cross-functional partners.
• Maintain knowledge of industry trends, competitors, and loan market dynamics.
• Act as a credit market ambassador for assigned regions and coach the market on profitability and policies.
• Ensure lending solutions are core to Truist Wealth value proposition and identify process gaps.

Skills

Communication skills

Client relationship skills

Team collaboration

Strong organizational skills

Education

Bachelor's degree in business-related field

Seven years of lending/advisory experience

Job description

Truist is seeking a Structured Lending Advisor in the United States (Houston area) to partner with Wealth Advisors and deliver customized, complex credit solutions for high net worth clients. You will handle the deal life cycle from proposal to closing and drive credit portfolio growth in supported markets.

The role requires strong communication, client relationship skills, and the ability to work across cross-functional teams while maintaining regulatory compliance and profitability targets.