Senior Credit Underwriter & Portfolio Manager

Truist

Washington (District of Columbia)

On-site

USD 115,000 - 130,000

Full time

11 days ago

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Job summary

Truist in Washington, DC is seeking an experienced Commercial Underwriter and Portfolio Manager to oversee Middle Market and CML credit exposures. You will lead underwriting, assess financial statements, and model loan structures while ensuring regulatory compliance.

The role emphasizes client interaction, risk identification, and collaboration with risk, sales, and operations teams. A Bachelor's in Finance and 3+ years in credit analysis are required; mastery of MS Office and strong

Qualifications

Bachelor’s Degree in Finance or related field with 3+ years of commercial credit analysis experience.
Strong Excel and MS Office skills required.
Excellent written and verbal communication and attention to detail.

Responsibilities

Lead the end-to-end commercial underwriting process for prospects and clients.
Monitor portfolio performance, conduct reviews, and manage risk ratings.
Engage clients to develop credit solutions and maintain data integrity.
Collaborate with teams across departments including risk, sales, and operations.
Provide independent risk recommendations and obtain final approval from the risk officer.
Manage complex portfolios with significant client exposure and ensure regulatory compliance.
Mentor junior staff and partner with LOBs to improve processes.
Lead cross-functional projects that benefit the PM platform.