Truist Universal Banker - Float South Palm Beach/North Broward Area 

United States, Florida, Deerfield Beach 

398062249

Regular or Temporary:

English (Required)

1st shift (United States of America)The Wealth Credit Delivery Portfolio Manager is responsible for underwriting loan transactions, including structuring loan terms, covenants and pricing to recommend deals to credit risk management. Respond to client needs, participating in client presentations, when appropriate, and researching and qualifying credit prospects. Thoroughly understands industry specific and wealth client entity structures, the related customized credit facility structuring and associated risks. Manage time-critical financial and operational due diligence and underwriting activities. Negotiate key financial structure and legal documentation for clients and prospects. Coordinate with key partners, including relationship management, cross-functional partners, and Credit Risk Management.Oversees sound portfolio management activities. Provides technical assistance and coaching to junior Credit Portfolio Managers. Provides monitoring and industry/market research for complex industries and portfolios.

Essential Duties and Responsibilities

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

Required Qualifications:

The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Minimum of seven (7) years in structured wealth lending or with large commercial credit solutions.Excellent proven oral and written communication skills.Strong client relationship skills.Demonstrates strong negotiation and persuasion skills during external interactions with clients/prospects and internally with Relationship Management partners and Credit Risk Management.Experience with structured wealth lending underwriting or with large commercial credit solutions.

Preferred Qualifications:

• Minimum of ten (10) years in structured wealth lending or with large commercial credit solutions.

• Experience with structured wealth lending underwriting or with large commercial, advisory-based credit solutions.

• Industry or sub-sector expertise.

• Completion of formal bank commercial credit training program or equivalent experience; or MBA in Accounting or Finance or in related field; or an equivalent combination of educational and experience or other related advanced degree

• Has successfully held similar role with commercial financial institution or like experience.

• Mastery of Truist Bank operating systems inclusive of AFS Vision and other Commercial applications (i.e. MCL, salesforce.com, nCino)