Key skills
Communication
About this role
Role Overview
- Manage a highly complex and high-exposure portfolio of SBDS relationships
- Prepare and review credit packages, modifications, renewals and extensions
- Analyze financial statements, tax returns, and projections
- Partner with Asset Managers and Team Leaders to formulate action plans
- Ensure all credit actions, loan files, and systems data are complete, accurate, and compliant
- Work closely with SBDS Asset Managers, and Servicing teams to support timely resolution strategies
- Maintain accurate records of portfolio activity, exposure, and trends
- Participate in communications with borrowers and guarantors
- Identify opportunities to streamline credit review, data accuracy, and portfolio monitoring processes
- Demonstrate Truist’s Purpose, Mission, and Values through proactive engagement, teamwork, and accountability
Requirements
- Bachelor’s degree in business, finance, accounting, or a related field, or equivalent education and related training.
- Five to ten years of experience in commercial or small business banking, credit analysis, or special assets.
- Strong understanding of commercial credit, workout, and risk rating frameworks.
- Demonstrated ability to perform financial and collateral analysis, interpret borrower performance, and draft sound credit recommendations.
- Excellent organizational, written, and verbal communication skills.
- Demonstrated proficiency in Microsoft Office applications and bank credit systems.
- Ability to work collaboratively in a fast-paced, high-volume environment while maintaining accuracy and attention to detail.
Benefits
- medical, dental, vision, life insurance
- disability, accidental death and dismemberment
- tax-preferred savings accounts
- 401k plan
- no less than 10 days of vacation
- 10 sick days
- paid holidays
- eligible for defined benefit pension plan, restricted stock units, and/or deferred compensation plan