Senior Portfolio Manager - Wholesale Credit Delivery - Commercial Corporate Finance

Atlanta, GA
Full-Time

Job Description

The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.

Need Help?

If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (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:

Facilitates new loan origination with Truist’s Wholesale Credit Delivery team. This position supports complex debt structuring and underwriting for Middle Market Wholesale clients, a core growth strategy for Truist Corporate & Commercial Bank (TCCB). This position is a trusted partner with the originations leadership teams and provides deep industry and market knowledge. This position is expected to demonstrate strong ideation, negotiation and persuasion skills to interact with external C-level corporate management and private equity clients, and internally with Risk Management.

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.

  • 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. These clients are engaged in activities such as mergers, acquisitions, recapitalizations, and other complex leveraged debt transactions.
  • 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.

Required Qualifications:

  • 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 Qualifications:

  • Corporate Finance or Middle Market banking experience

#Atlanta

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.

EEO is the Law E-Verify IER Right to Work

PDN-a09a7a32-0213-43a6-af2b-2ebc42c7992d

The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.

Need Help?

If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (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:

Facilitates new loan origination with Truist’s Wholesale Credit Delivery team. This position supports complex debt structuring and underwriting for Middle Market Wholesale clients, a core growth strategy for Truist Corporate & Commercial Bank (TCCB). This position is a trusted partner with the originations leadership teams and provides deep industry and market knowledge. This position is expected to demonstrate strong ideation, negotiation and persuasion skills to interact with external C-level corporate management and private equity clients, and internally with Risk Management.

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.

  • 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. These clients are engaged in activities such as mergers, acquisitions, recapitalizations, and other complex leveraged debt transactions.
  • 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.

Required Qualifications:

  • 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 Qualifications:

  • Corporate Finance or Middle Market banking experience

#Atlanta

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.

EEO is the Law E-Verify IER Right to Work

PDN-a09a7a32-0213-43a6-af2b-2ebc42c7992d

About Truist

Care starts on the inside.


At Truist, our purpose is to inspire and build better lives and communities. And we do that through real, unwavering care. As part of that commitment to care, we’re creating an inclusive and energizing work environment that empowers teammates to learn, grow, and have fulfilling careers.


Why work at Truist?

· Be part of an inclusive culture. We actively recruit and train diverse talent. And not just because it’s the right thing to do—but because we’re inspired by the perspectives and experiences of people from different backgrounds.

· Balance your work and life. We offer flexible healthcare benefits, time off for vacation, wellness, and community service, and company-sponsored financial education programs. We want our teammates to lead full, healthy lives.

· Make meaningful connections. We see the future of financial services as one defined not only by technology, but by humanity. A true balance of innovation, inclusion, and conversation—cutting-edge and close-to-home. You'll be part of building it at Truist.


We’re looking for people with open hearts, big dreams, and new ways of thinking to take us to innovative places in banking. Join us.

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Apply For This Job
Senior Portfolio Manager - Wholesale Credit Delivery - Commercial Corporate Finance
Truist
Atlanta, GA
Dec 16, 2025
Full-time
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