Credit Delivery Portfolio Manager II or Sr. Portfolio Manager - Charlotte

Only for registered members Charlotte, United States

1 month ago

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Job summary

The Wealth Credit Portfolio Manager is responsible for underwriting loan transactions including completing all required financial and other due diligence in order to make recommendations for new business-purpose credit requests.

  • In addition the Wealth Credit Portfolio Manager proactively manages an assigned portfolio of credit relationships with an average portfolio size of over $500MM.
  • Role supports a growing national franchise with High Net Worth or Ultra High Net Worth clients within the Truist Wealth Advisory segment or Specialty business clients such as Medical Practices or Law Firms with an average revenue size of $50MM.

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