Senior UHNW Structured Lending Advisor

Truist; Atlanta (GA); On-site; USD 170,000 - 210,000; Full time

Job summary

Truist is seeking a Structured Lending Advisor to partner with Wealth Advisors in Atlanta, GA. This client-facing role develops highly customized credit strategies for high net worth and ultra-high net worth clients, managing the deal lifecycle from screening to closing.

You will analyze financial statements, structure complex loans, and collaborate with credit teams to optimize profitability while delivering a seamless end-to-end experience across Truist Wealth.

Qualifications

• Bachelor's degree in business-related field, or equivalent education and training.
• Five years of lending advisory experience.
• Experience evaluating a client's financial statements to structure complex, custom credits.
• Familiar with complex client entity structures, commercial lending products and/or complex, custom cash-flow based wealth lending solutions.
• Excellent proven oral and written communication skills.
• Strong client relationship skills and demonstrated ability to work with a team.

Responsibilities

• Facilitate the deal life cycle from deal proposal to loan closing.
• Serve as the first point of contact for Wealth Advisors and internal deal fulfillment partners.
• Escalate backlogs and issues as needed to move the transaction along the deal life cycle.
• Build relationships as an active member of an advisor team, focusing on delivering planning-based loan solutions to wealth clients.
• Structure highly customized, complex loan structures within Truist's credit risk policies and regulatory requirements.
• Drive new business generation and manage credit pipeline for all new and increased loan requests.
• Prepare deal sheet memorandums for business-purpose loans and coordinate with risk management and counsel.

Skills

Communication skills

Client relationships

Team collaboration

Independent work

Education

Bachelor's degree in business-related field

Advanced degree or CFA/ CFP (preferred)

Job description

Truist is seeking a Structured Lending Advisor to partner with Wealth Advisors in Atlanta, GA. This client-facing role develops highly customized credit strategies for high net worth and ultra-high net worth clients, managing the deal lifecycle from screening to closing.

You will analyze financial statements, structure complex loans, and collaborate with credit teams to optimize profitability while delivering a seamless end-to-end experience across Truist Wealth.