Senior Middle-Market Credit Portfolio Manager

Truist Financial Corporation; Miami (FL); On-site; USD 140,000 - 230,000; Full time

Job summary

Truist is seeking a Middle Market Senior Portfolio Manager to independently underwrite, structure, and manage complex sponsor-owned and leveraged middle market credit relationships. You will support originations, oversee amendments, upsizes, and waivers, and work with investment banking teams to deliver sophisticated financing solutions.

The role requires leadership in risk assessment, client relationships, and cross-functional collaboration within TCCB.

Qualifications

• Bachelor's degree in Finance or related field.
• 7-10+ years of middle market credit and/or underwriting experience.
• Mastery level proficiency with MS Office Desktop applications.
• Strong interpersonal and written/verbal communication skills.
• Sound credit skills.
• Attention to detail.
• Ability to prioritize workflow in a fast-paced environment.

Responsibilities

• Lead the commercial underwriting process; structure and document transactions.
• Underwrite, structure and document complex deals; manage largest credit relationships.
• Monitor portfolio performance and define client credit solutions.
• Collaborate with Investment Banking to deliver financing solutions.
• Mentor junior PMs and manage deal teams across assignments.
• Coordinate with risk management, compliance, and audit partners.

Skills

Finance experience

MS Office

Interpersonal skills

Written/verbal communication

Credit analysis

Attention to detail

Multitasking

Client relationship

Middle market credit

Education

Bachelor's Degree in Finance or related field

Master's degree preferred

Tools

MRA

Salesforce.com

nCino

Job description

Truist is seeking a Middle Market Senior Portfolio Manager to independently underwrite, structure, and manage complex sponsor-owned and leveraged middle market credit relationships. You will support originations, oversee amendments, upsizes, and waivers, and work with investment banking teams to deliver sophisticated financing solutions.

The role requires leadership in risk assessment, client relationships, and cross-functional collaboration within TCCB.