Senior Portfolio Manager – Wholesale Credit Delivery

Truist; Tampa (FL); Hybrid; USD 90,000 - 135,000; Full time

Benefits offered by this job

Medical insurance

401k plan

Vacation and sick leave

Job summary

Truist seeks an experienced credit underwriter to manage a portfolio of Dealer Services relationships in a fast-paced environment. You will underwrite, structure, and document transactions while assessing credit risk and regulatory compliance.

You will analyze financial statements, build loan structures, and collaborate with investment banking peers to deliver financing solutions. Mentoring junior staff and maintaining risk discipline are key parts of the role.

Qualifications

• Bachelor’s Degree in Finance or related field.
• 5+ years of commercial/Dealer Services credit analysis experience.
• Mastery of MS Office desktop applications.
• Strong written and verbal communication skills.
• Attention to detail and ability to multitask in a fast-paced environment.

Responsibilities

• Underwrite and document transactions; lead complex deals and largest credit relationships.
• Monitor portfolio risk, perform financial statement analysis, and provide risk mitigation.
• Expand client relationships through proactive calling and credit solutions.
• Partner with deal teams and regulatory/compliance functions to ensure risk acceptance.
• Mentor junior PMs and Analysts; participate in performance reviews.

Skills

Credit analysis

Underwriting

Portfolio management

Regulatory compliance

Financial statement analysis

Education

Bachelor’s Degree in Finance or related field

Tools

COMPASS

Salesforce

nCino

Job description

Truist seeks an experienced credit underwriter to manage a portfolio of Dealer Services relationships in a fast-paced environment. You will underwrite, structure, and document transactions while assessing credit risk and regulatory compliance.

You will analyze financial statements, build loan structures, and collaborate with investment banking peers to deliver financing solutions. Mentoring junior staff and maintaining risk discipline are key parts of the role.