Truist · 3 days ago
Wealth Lending Advisor III
Orlando, FL
Full-time
Onsite
Senior Level
5+ years expTruist Bank is a financial institution focused on providing wealth management services. The Wealth Lending Advisor III role involves partnering with Wealth Advisors to deliver customized credit strategies for high net worth clients, while managing the loan process to ensure a seamless experience.
BankingFinanceFinancial Services
Responsibilities
Facilitate the deal life cycle from deal proposal to loan closing
Serve as the first point of contact for Wealth Advisors and internal deal fulfillment partners
Escalate backlogs and issues as needed to move the transaction along the deal life cycle
Build relationships as an active and engaged member of an advisor team, focusing on delivering planning-based loan solutions to wealth clients
Structure highly customized, complex loan structures to clients and prospect within Truist’s prescribed credit risk appetite, procedures and other regulatory requirements. Credit requests have a variety of ownership structures and deal complexity, and could include both owner-occupied and investor-owned commercial real estate, yacht/airplane financing, concentrated stock/highly structured securities-backed and unsecured facilities
Drive new business generation and manage credit pipeline for all new and increased loan requests
Balance risk-reward expectations to meet client needs and the revenue and asset quality expectations of the bank
Prepare deal sheet memorandum for business-purpose (i.e. wholesale) loan requests, identifying loan structure, financial document analysis/ overview, probability model with rate recommendation and risk mitigates
Partner effectively with credit portfolio team, credit risk management, in-house/external counsel, compliance and other cross-functional partners to support the timely delivery of the credit processes to market partners and clients
Have a strong understanding of industry trends, including knowledge of competitors and loan market dynamics. Typical competitors for the Wealth Advisory portfolio include: Goldman Sachs, Bank of America, or J.P. Morgan. Act as a credit market ambassador for assigned regions, building credit solution awareness and actively coaching the market on profitability, credit policies and procedures
Ensure lending solutions are a core component of the Truist Wealth value proposition across all target client segments
Actively identify gaps in the credit process and stays abreast of industry and market changes to improve credit solutions and client experience
Qualification
Required
Bachelor's degree in business-related field, or equivalent education and training
NMLS/Safe Act Registration within days of hire
Five years of training and experience related to Lending Advisor role
Experience in evaluating a client's financial statements and overall profile to structure complex, custom credits that are part of a client's overall financial plan
Must be familiar with complex client entity structures, commercial lending products and/or complex, custom cash-flow based wealth lending solutions
Excellent proven oral and written communication skills
Strong client relationship skills and demonstrated ability to work with a team
Preferred
Advance degree or related industry designation (CFA, CFP, etc)
Knowledge of relevant legal, regulatory and compliance issues
Solid legal and loan structuring fundamentals
Ability to operate independently with minimal supervision
Ability to manage multiple deals simultaneously and different constituents depending on deal stage
Strong organizational skills
Demonstrates strong decision-making skills and ability to balance business development and risk mitigation
Demonstrates strong negotiation and persuasion skills during external interactions with clients/prospects and internally with Relationship Management partners and Credit Risk Management
Knowledge of financial markets, products and related transactions
Self-starter
Proven organizational skills
Benefits
Medical
Dental
Vision
Life insurance
Disability
Accidental death and dismemberment
Tax-preferred savings accounts
401k plan
Vacation
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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