Senior Wholesale Credit Portfolio Manager (Nonprofit)

Truist Financial Corporation; Atlanta (GA); On-site; USD 120,000 - 190,000; Full time

Benefits offered by this job

Medical

Dental

Vision

Life Insurance

Disability

Tax-preferred savings accounts

401k plan

Paid vacation (holidays)

Job summary

Truist Financial Corporation is seeking a Senior Portfolio Manager on the Dealer Services team to underwrite complex nonprofit credits, manage large client relationships, and drive risk-informed financing solutions. You will assess governance, liquidity, and endowment considerations while coordinating with product specialists.

You will lead a portfolio with minimal supervision, mentor junior staff, and collaborate across credit, risk, and relationship management to deliver results for

Qualifications

• Bachelor’s Degree in Finance or related field and at least 7+ years of related training and experience in commercial/Dealer Services credit analysis.
• Mastery of MS Office Desktop applications.
• Strong interpersonal skills and solid written/verbal communication are essential.

Responsibilities

• Underwrites, structures, and documents complex nonprofit transactions and manages the most complex credits and largest relationships.
• Manages Dealer Services portfolio risk, annual reviews, and credit solutions.
• Expands client relationships through proactive calling on nonprofit executives and finance leaders.
• Partners with Relationship Managers to deliver financing and banking solutions with sector insights.

Skills

MS Office

Interpersonal skills

Communication skills

Attention to detail

Prioritization

Education

Bachelor’s Degree in Finance or related field

Master’s Degree (preferred)

Tools

COMPASS

Salesforce

nCino

Job description

Truist Financial Corporation is seeking a Senior Portfolio Manager on the Dealer Services team to underwrite complex nonprofit credits, manage large client relationships, and drive risk-informed financing solutions. You will assess governance, liquidity, and endowment considerations while coordinating with product specialists.

You will lead a portfolio with minimal supervision, mentor junior staff, and collaborate across credit, risk, and relationship management to deliver results for