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Truist VP - Corporate Portfolio Manager 
United States, Georgia, Atlanta 
503709841

26.06.2024

Regular or Temporary:

English (Required)

1st shift (United States of America)

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.

1. Manage/mitigate credit risk of portfolio transactions.
2. Complete on-time, accurate, well-articulated annual reviews, amendment memos, trend cards, and CLAR's; maintains MRA quarterly spreads/PRISM grade reviews; maintains credit files, other compliance requirements.
3. Attract, retain and develop a team of top credit professionals.
4. Understand and adhere to various Truist policies, processes, procedures and regulatory requirements; ensures policies and controls are executed; timely completion of all required Corporate and Business unit training/testing
5. Restructures or resolves troubled (workout) credits with input from risk partners.
6. Manage corporate credit, operational and market risk within pre-approved risk tolerance levels.
7. Work with originations, structuring, legal, compliance and risk partners to align strategic objectives, share market knowledge, and facilitate seamless execution.
8. Demonstrate Truist culture and values.


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.

1. BA/BS degree
2. Licenses: Series 79 and 63 (60 days from your start date to transfer, and 120 days to acquire)
3. 7-11 years of related work experience
4. Strong technical skills, (including financial analysis, modeling,)
5. Demonstrated analytical skills - ability to distill complex data into concise and relevant issues.
6. Strong interpersonal skills which foster teamwork, trust and accountability
7. Demonstrated ability to collaborate across functional areas to facilitate execution


1. MBA degree, with a Finance focus
2. Diversified product structuring/underwriting/portfolio management experience