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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in credit underwriting and portfolio management, with a strong focus on analyzing financial statements, structuring complex transactions, and ensuring regulatory compliance. Proven ability to mentor junior staff and expand client relationships while managing risk effectively.
Highest-signal resume keywords
Credit AnalysisPortfolio ManagementFinancial Statement AnalysisRegulatory ComplianceClient Relationship Management
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Credit UnderwritingRisk AssessmentLoan StructuringFinancial ProjectionsBusiness Plan Analysis
Soft Skills
Interpersonal SkillsWritten CommunicationAttention to DetailMulti-taskingProblem Solving
Tools & Technologies
MS OfficeCOMPASSMRASalesforce.comNCino
Industry Keywords
Dealer ServicesCommercial BankingInvestment BankingCredit SolutionsRisk Management
Tech Stack
Tools & technologiesSFDC
About the role
Key responsibilities & impact- Underwrite credit exposure for the most complex and largest Dealer Services relationships
- Actively manage an assigned portfolio of Dealer Services relationships
- Lead the entire commercial underwriting process internally and externally with prospects and clients
- Underwrite, structure, and document prospect and client transactions
- Independently manage complex deals and largest credit relationships
- Analyze company performance, industry and competitive dynamics, and macroeconomic events
- Perform in-depth analysis of financial statements, projections, and business plans
- Identify and mitigate key risks
- Recommend and model appropriate loan structures
- Evaluate risk and fulfill regulatory compliance requirements
- Monitor portfolio 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 complete compliance and regulatory reviews
- Manage amendments and waivers in the assigned portfolio
- Expand client relationships through consistent and direct client calling
- 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 to CCB clients
- Maintain extensive knowledge of corporate, investment, and commercial banking solutions, market trends, and business drivers
- Share industry and economic insights across the Portfolio Management organization
- Manage assigned Associates and Analysts
- Mentor and coach junior Portfolio Managers, Associates, and Analysts
- Provide independent risk recommendations, including risk rating, compliance, and underwriting
- Handle a large portfolio of complex/leveraged clients and lead platform-wide activities
Requirements
What you’ll need- Bachelor’s Degree in Finance or related field
- At least 7+ 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
- Industry or sub-sector expertise (preferred)
- Mastery of Truist Bank operating systems, including COMPASS, MRA, salesforce.com, and nCino (preferred)
Benefits
Comp & perks- Medical insurance
- Dental insurance
- Vision insurance
- Life insurance
- Disability insurance
- Accidental death and dismemberment coverage
- Tax-preferred savings accounts
- 401k plan
- No less than 10 days of vacation during the first year of employment, prorated based on date of hire and full-time or part-time status
- 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)