Senior NFP Portfolio Leader & Risk Strategist

Truist

Atlanta (GA)

On-site

USD 155,000 - 185,000

Full time

14 days+

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Benefits offered by this job

Medical benefits
Dental insurance
Vision insurance
401k plan
Vacation
Paid holidays
Life insurance
Disability

Job summary

Truist Financial Corporation is seeking an experienced Not-For-Profit underwriting professional to manage complex nonprofit portfolios, assess credit risk, and structure financing solutions aligned with mission-driven organizations. You will lead underwriting, monitor portfolio performance, and engage with nonprofit executives to expand relationships.

The role requires a strong background in credit analysis, adherence to regulatory guidelines, and willingness to mentor junior team members.

Qualifications

  • Bachelor’s degree in Finance or related field.
  • At least 7+ years of related training and experience in commercial/Not-For-Profit credit analysis.
  • Mastery of MS Office Desktop applications.

Responsibilities

  • Lead the full underwriting process for complex nonprofit relationships and document transactions.
  • Manage an assigned Not-For-Profit portfolio with risk reviews and compliance.
  • Expand client relationships through proactive outreach to nonprofit leaders and stake holders.

Skills

Underwriting process
Portfolio management
Client outreach
Risk assessment
Leadership mentoring
Deal structuring
Credit risk analysis
Regulatory compliance

Education

Bachelor’s Degree in Finance or related field

Tools

COMPASS
MRA
Salesforce
nCino

Job description

Truist Financial Corporation is seeking an experienced Not-For-Profit underwriting professional to manage complex nonprofit portfolios, assess credit risk, and structure financing solutions aligned with mission-driven organizations. You will lead underwriting, monitor portfolio performance, and engage with nonprofit executives to expand relationships.

The role requires a strong background in credit analysis, adherence to regulatory guidelines, and willingness to mentor junior team members.

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