Truist · 3 weeks ago
Senior Portfolio Manager - Wholesale Credit Delivery - Commercial Corporate Finance
Atlanta, GA
Full-time
Onsite
Senior Level
7+ years expTruist is a financial services company seeking a Senior Portfolio Manager for their Wholesale Credit Delivery team. This role involves facilitating new loan origination, supporting complex debt structuring and underwriting for Middle Market Wholesale clients, and requires strong negotiation and analytical skills.
BankingFinanceFinancial Services
Responsibilities
Facilitate the origination of new loans and oversee the entire middle market underwriting process, working both internally and externally with prospects and clients
Underwrite and document all transactions for prospects and clients, demonstrating a mastery of client expertise and the ability to analyze the performance of individual companies
Serve as a senior underwriter with minimal or no direct supervision
Actively participate and take a leading role in deal screens and committee presentations
Perform multiple, time-sensitive financial and operational due diligence and underwriting tasks for sophisticated middle market and private equity clients
Negotiate key financial structure, credit agreement and legal documentation necessary to successfully close and syndicate financing commitments for clients and prospects
Work closely with bankers and credit officers to ensure successful transaction execution and client service
Provide technical assistance and coaching to Associates and Analysts
Master and adhere to Truist’s credit, underwriting, risk and compliance policies and procedures
Qualification
Required
Bachelor's Degree in Finance or related field
7 years of related training and experience in commercial credit analysis
Mastery level proficiency with MS Office Desktop applications
Strong interpersonal skills and solid written/verbal communication are essential
Sound credit skills essential
Must have strong attention to detail
Ability to prioritize workflow and multi-task in a fast-paced environment
Preferred
Corporate Finance or Middle Market banking experience
Benefits
Medical
Dental
Vision
Life insurance
Disability
Accidental death and dismemberment
Tax-preferred savings accounts
401k plan
No less than 10 days of vacation
10 sick days
Paid holidays
Defined benefit pension plan
Restricted stock units
Deferred compensation plan
Company
Truist
Truist is the sixth-largest commercial bank in the U.S.
10001+ employees
H1B Sponsorship
Truist has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (313)
2024 (247)
2023 (288)
2022 (275)
2021 (278)
2020 (270)
Funding
Current Stage
Late StageTotal Funding
unknown2021-01-01Seed
Leadership Team
Michael Maguire
Chief Financial Officer
James Cordovana
SVP of Cloud Security Enterprise Architect
Recent News
Maryland Daily Record
2026-01-03
2025-12-18
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