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    VP / Director, CIB Credit Delivery Portfolio Manager - Atlanta, United States - Truist Financial Corporation

    Truist Financial Corporation
    Truist Financial Corporation Atlanta, United States

    1 week ago

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    Description

    Primary Location : Atlanta, GA US : **VP / Director, CIB Credit Delivery Portfolio Manager**

    Job Description : **The position is described below. If you want to apply, click the Apply button at the top or bottom of this page. You'll be required to create an account or sign in to an existing one.**

    *If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility or call accommodation requests only; other inquiries won't receive a response).*

    **Regular or Temporary:**

    Regular**Language Fluency:** English (Required)

    **Work Shift:**

    1st shift (United States of America) ****

    ****Please review the following job description:****

    The Credit Delivery teams underwrite credit products to new and existing clients and actively manage the existing portfolio in order to meet client needs while also ensuring appropriate risk/return strategies. The group underwrites lead and non-lead opportunities that span from investment grade to sponsor-owned, leveraged transactions and executes amendments, refinancings and ancillary credit product approvals. Responsible for ongoing client dialogue, including product partner opportunity identification where appropriate. Actively manages portfolio risk through risk rating integrity, annual client reviews, watchlist management, and amendments/waivers, as well as executing compliance, audit and regulatory guidelines and reviews. The group will also be responsible for early identification of emerging credit problems and industry trends in order to initiate risk mitigation actions and ensure appropriate capital allocation.1. Strong partner to Coverage Bankers, Risk Managers and other Product Partners, effectively manages client interaction, maintains ongoing client dialogue and introduces Product Partners where appropriate.

    2. Executes high quality underwritings, refinancings and amendments, including extensive due diligence, recommendations around structure, pricing and capital allocation, and application of credit policy in order to develop solutions that meet client needs while maintaining appropriate risk acceptance criteria.

    3. Provides an independent, in-depth analysis of financial statements, valuation, projections including stress tests, industry and competitive dynamics, business plans and key risks and mitigants.

    4. Manages a large portfolio of clients and owns the overall quality and on-time completion of all annual reviews, renewals, amendments/waivers, ancillary credit product approvals and quarterly risk ratings.

    5. Maintains knowledge mastery of each client, the industry in which it operates and the competitive environment within that industry.

    6. Produces proactive recommendations around active portfolio management solutions in order to minimize credit losses, and effectively manages and presents watchlist clients.

    7. Effectively negotiates and ensures that legal documentation related to credit events incorporates terms and conditions as approved in strict accordance with all elements reflected in credit package/closing memo. Effectively coordinates and communicates with internal/external counsel. **Requirements for VP**

    1. Undergraduate degree.

    2. 5 years of experience in underwriting, portfolio management, and credit decision making for corporate and investment banking clients.

    3. Strong understanding of accounting, credit, structuring, underwriting and legal documentation.

    4. Excellent verbal and written communication, organizational, analytical, critical thinking and problem solving skills.

    5. Licenses: Series 79; Series 63; SIE (or ability to obtain within 100 days of employment)

    **Requirements for Director**

    1. Undergraduate degree.

    2. 8 years of experience in underwriting, portfolio management, and credit decision making for corporate and investment banking clients.

    3. Subject Matter Expert level understanding of accounting, credit, structuring, underwriting and legal documentation.

    4. Excellent verbal and written communication, organizational, analytical, critical thinking and problem solving skills.

    5. Licenses: Series 79; Series 63; SIE (or ability to obtain within 100 days of employment)

    **Preferred Requirements:**

    1. Experience in entertainment/music/film industry

    ***Truist supports a diverse workforce and is an Equal Opportunity Employer who does not discriminate against individuals on the basis of race, gender, color, religion, national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. Drug Free Workplace.***

    Thank you for your interest in Truist BB&T and SunTrust have come together in a transformational merger of equals to create Truist, the premier financial organization in the country. You may notice references to our legacy company names, BB&T and SunTrust, in places throughout this site. All such references should be understood to refer to Truist moving forward while we continue to transition to the Truist name.

    **Moving forward.**

    We're still hiring - it just looks a little different. For safety reasons, we've started using a lot more technology in our interview process. Here's how:

    Most interviews will happen digitally with our Modern Hire video tool. If you have technology concerns, please let us know so we can attempt to assist with finding a solution.

    If your future position requires an in-person interview or travel, we'll evaluate if it's possible to postpone.

    Digital onboarding is an option for many positions. We're still excited for new teammates to join, even if it's virtually.

    We are looking for ways to minimize the impact of these uncertain times on applicants' candidacy. We're all in this together.

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