Senior Credit Portfolio Lead – Complex Dealer Financing

Truist; Greensboro (NC); On-site; USD 110,000 - 170,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

401k plan

Paid vacation and sick days

Job summary

Truist Wealth seeks an experienced underwriter to manage the most complex commercial credit exposures, structuring and documenting transactions while maintaining strict risk controls and regulatory compliance. You will lead assessment of financial statements, project loan structures, and client interaction for large dealer relationships.

The role emphasizes portfolio management, proactive risk identification, collaboration with banking partners, and mentoring junior team members to deliver

Qualifications

• Bachelor’s degree in Finance or related field and 7+ years of commercial/Dealer Services credit analysis.
• Mastery of MS Office Desktop applications.
• Strong written and verbal communication.
• Attention to detail and the ability to prioritize in a fast-paced environment.
• Understanding of credit policies, pricing, and loan structuring.

Responsibilities

• Underwrites, structures, and documents complex commercial transactions.
• Manages a portfolio, monitors performance, and defines credit solutions.
• Analyzes financial statements, projections, and business plans.
• Ensures regulatory compliance and risk evaluation.
• Mentors junior PMs, Associates, and Analysts.

Skills

Credit analysis

Underwriting

Portfolio management

Financial statement analysis

Regulatory/compliance knowledge

MS Office proficiency

Client relationship management

Education

Bachelor's Degree in Finance or related field

Tools

COMPASS

MRA

Salesforce.com

nCino

Job description

Truist Wealth seeks an experienced underwriter to manage the most complex commercial credit exposures, structuring and documenting transactions while maintaining strict risk controls and regulatory compliance. You will lead assessment of financial statements, project loan structures, and client interaction for large dealer relationships.

The role emphasizes portfolio management, proactive risk identification, collaboration with banking partners, and mentoring junior team members to deliver