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Truist

Portfolio Manager – Wholesale Credit Delivery, Dealer Services

Truist

. Underwrite credit exposure for less complex relationships and actively manage a portfolio of Dealer Services relationships .

Posted 10/15/2026full-timeUnited StatesMid-LevelSeniorWebsite

Core Competencies

Role fit
Core Competencies

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Demonstrates expertise in credit analysis and underwriting, with a strong ability to manage complex financial relationships and provide tailored credit solutions. Proficient in analyzing financial statements and market trends while maintaining compliance and risk integrity.

Highest-signal resume keywords
Credit AnalysisFinancial Statement AnalysisCommercial UnderwritingRisk ManagementClient Relationship Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills
Credit UnderwritingFinancial AnalysisLoan StructuringPortfolio ManagementRegulatory Compliance
Soft Skills
Interpersonal SkillsWritten CommunicationAttention to DetailMulti-taskingProblem Solving
Tools & Technologies
MS OfficeCOMPASSMRASalesforce.comNCino
Industry Keywords
Dealer ServicesCommercial BankingInvestment BankingCredit RiskFinancial Institutions

Tech Stack

Tools & technologies
SFDC

About the role

Key responsibilities & impact
  • Underwrite credit exposure for less complex relationships and actively manage a portfolio of Dealer Services relationships
  • Lead the commercial underwriting process internally and externally with prospects and clients
  • Underwrite, structure, and document prospect and client transactions
  • Independently run complex deals and largest credit relationships
  • Analyze company performance, industry and competitive dynamics, and macroeconomic events affecting creditworthiness
  • Provide in-depth analysis of financial statements, projections, and business plans
  • Identify and mitigate key risks
  • Recommend and model appropriate loan structures
  • Manage assigned portfolio by monitoring performance and trends
  • Define client credit solutions, identify issues, and follow through on remediation
  • Maintain risk rating integrity, conduct annual reviews, spread financial statements, and perform compliance and regulatory reviews
  • Manage amendments and waivers in the assigned portfolio
  • Expand client relationships through direct client calling efforts
  • Develop solutions with internal product partners that meet client needs and the Bank’s risk acceptance criteria
  • Partner with Investment Banking peers to deliver complex financing solutions
  • Maintain knowledge of corporate, investment, and commercial banking solutions, market trends, and business drivers
  • Manage Associates and Analysts, and mentor and coach junior PMs, Associates, and Analysts
  • Author independent risk recommendations regarding risk rating, compliance, and underwriting

Requirements

What you’ll need
  • Bachelor’s Degree in Finance or related field
  • At least 5+ years of related training and experience in commercial/Dealer Services credit analysis
  • Mastery level proficiency with MS Office Desktop applications
  • Strong interpersonal skills
  • Solid written/verbal communication skills
  • Sound credit skills
  • Strong attention to detail
  • Ability to prioritize workflow and multi-task in a fast-paced environment
  • English language fluency required
  • Preferred: experience in a similar role with a commercial financial institution or like experience
  • Preferred: industry or sub-sector expertise
  • Preferred: mastery of Truist Bank operating systems, including COMPASS, MRA, salesforce.com, and nCino

Benefits

Comp & perks
  • Medical insurance
  • Dental insurance
  • Vision insurance
  • Life insurance
  • Disability insurance
  • Accidental death and dismemberment coverage
  • Tax-preferred savings accounts
  • 401k plan
  • At least 10 days of vacation during the first year (prorated)
  • 10 sick days (prorated)
  • Paid holidays
  • Defined benefit pension plan (depending on position and division)
  • Restricted stock units (depending on position and division)
  • Deferred compensation plan (depending on position and division)