Senior Middle-Market Portfolio & Underwriting Lead

Truist; Memphis (TN); On-site; USD 150,000 - 200,000; Full time

Benefits offered by this job

Comprehensive benefits

Vacation and sick days

Job summary

The Middle Market Senior Portfolio Manager at Truist is responsible for underwriting, structuring, and ongoing portfolio management of complex sponsor-owned middle market credit relationships, typically via bilateral and left-lead executions.

This role supports new originations and manages existing relationships involving acquisition financing, recapitalizations, refinancings, upsizes, amendments, and waivers.

Qualifications

• Bachelor’s Degree in Finance or related field; 7–10+ years in middle market credit/underwriting, leveraged finance, sponsor finance, and portfolio management.
• Strong MS Office skills and solid written/verbal communication are essential.
• Mastery of credit skills, risk assessment, and ability to prioritize fast-paced workflow.

Responsibilities

• Lead the entire commercial underwriting process for complex middle market deals.
• Monitor and manage assigned portfolios, define credit solutions, and oversee risk ratings.
• Mentor junior PMs, Associates, and Analysts, including performance reviews.
• Collaborate with Investment Banking to deliver financing solutions to clients.

Skills

Underwriting

Credit analysis

Portfolio management

Client relationship development

Strategic risk assessment

Education

Bachelor’s Degree in Finance or related field

Master’s degree (preferred)

Tools

MS Office

Salesforce

nCino

Job description

The Middle Market Senior Portfolio Manager at Truist is responsible for underwriting, structuring, and ongoing portfolio management of complex sponsor-owned middle market credit relationships, typically via bilateral and left-lead executions.

This role supports new originations and manages existing relationships involving acquisition financing, recapitalizations, refinancings, upsizes, amendments, and waivers.