Senior Wholesale Credit Portfolio Manager

Truist; Atlanta (GA); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Medical, dental, vision benefits

401(k) plan

Paid time off

Job summary

Truist in the United States seeks a finance professional to underwrite and manage a Dealer Services portfolio. You will structure transactions, analyze financials, and identify risks while collaborating with product and risk teams to deliver credit solutions.

The role emphasizes complex deal management, client interaction, and mentoring junior staff in a fast-paced banking environment. Strong MS Office skills and five-plus years of experience are required.

Qualifications

• Bachelor’s degree in Finance or related field and 5+ years of commercial/Dealer Services credit analysis.
• MS Office suite proficiency required.
• Strong written and verbal communication.
• Solid attention to detail and multi-tasking ability.

Responsibilities

• Underwrites, structures and documents transactions for prospects and clients.
• Leads complex deals and large credit relationships with end-to-end responsibility.
• Monitors portfolio risk and performs financial statement analysis.
• Communicates credit solutions with product partners and risk teams.
• Mentors junior staff and supports performance reviews as needed.

Skills

Underwriting

Portfolio management

Client relationship

Credit risk analysis

MS Office proficiency

Education

Bachelor’s Degree in Finance or related field

Tools

COMPASS

Salesforce

nCino

Job description

Truist in the United States seeks a finance professional to underwrite and manage a Dealer Services portfolio. You will structure transactions, analyze financials, and identify risks while collaborating with product and risk teams to deliver credit solutions.

The role emphasizes complex deal management, client interaction, and mentoring junior staff in a fast-paced banking environment. Strong MS Office skills and five-plus years of experience are required.