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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in underwriting complex credit exposures and managing a diverse Dealer Services portfolio, with a strong focus on financial analysis, risk assessment, and client relationship management. Proficient in delivering tailored banking solutions while mentoring junior team members and driving process improvements.
Highest-signal resume keywords
Credit AnalysisPortfolio ManagementFinancial Performance MonitoringClient Relationship ManagementRisk Assessment
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
UnderwritingFinancial Statement SpreadingLoan StructuringCovenant ComplianceCredit Risk EvaluationRegulatory ReviewFinancial AnalysisCash Flow ReliabilityDebt Service CapacityLiquidity Management
Soft Skills
Interpersonal SkillsWritten CommunicationVerbal CommunicationAttention to DetailMultitasking
Tools & Technologies
MS OfficeCOMPASSMRASalesforce.comNCino
Industry Keywords
Dealer ServicesNonprofit SectorCommercial Financial InstitutionGovernance IssuesFunding Pressures
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 Dealer Services portfolio
- Lead the full underwriting process internally and externally with prospects and clients
- Underwrite, structure, and document new and existing transactions for complex nonprofit relationships
- Evaluate mission, governance, board oversight, operating model, program performance, fundraising capacity, liquidity, debt service capacity, assets, cash flow reliability, covenant compliance, collateral support, and long-term financial sustainability
- Recommend and model appropriate loan structures
- Maintain expertise in treasury, deposit, liquidity, investment, and other ancillary banking solutions
- Identify emerging credit concerns, sector trends, funding pressures, governance issues, liquidity challenges, and revenue-pattern changes
- Monitor financial performance trends and define client credit solutions
- Manage risk ratings, annual reviews, financial statement spreading, compliance, regulatory reviews, amendments, and waivers
- Expand client relationships through direct calling with nonprofit executives, finance leaders, board representatives, development officers, and other stakeholders
- Partner with Relationship Managers and internal product specialists to deliver financing and banking solutions
- Share nonprofit sector and credit-risk insights across the Portfolio Management organization
- Manage assigned Associates and Analysts and mentor junior Portfolio Managers, Associates, and Analysts
- Provide independent risk recommendations on risk rating, compliance, underwriting, covenants, repayment capacity, liquidity, and sector-specific risks
- Handle a large portfolio of complex clients and lead process improvement, policy development, sector training, reporting enhancements, and cross-functional collaboration
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 and verbal communication skills
- Sound credit skills
- Strong attention to detail
- Ability to prioritize workflow and multitask in a fast-paced environment
- 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
- 401(k) plan
- At least 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