Commercial Portfolio Analyst, CCB Municipal/Governmental Portfolio Management Specialty Group

Truist Financial Corporation Greensboro , NC 27395

Posted 2 months ago

Job Description: :

The position is described below. If you want to apply, click the Apply button at the top or bottom of this page. You'll be required to create an account or sign in to an existing one.

Need Help?

If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility or call 877-891-2510 (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:

Reporting to the team lead, primarily provides analytical support assigned to Portfolio Managers including

analyzing financial statements and projections, utilizing financial models and applications, and developing and

participating in credit presentations and participating in credit underwriting and structuring. May participate

in client support, as appropriate. Is developing a working knowledge of company's product suite. Performs

tasks and assignments under direct supervision. Accountable for and manages assigned portfolio by monitoring

performance and trends, proactively defining client credit solutions, identifying issues and developing

remediation, underwriting and approving credit as designated.

  • Flexible on location*

1.As a part of the deal team, responsible for authoring annual reviews and assisting in the development of

credit underwriting thesis of new and existing transactions. Acts as author and creates initial view of risk

based on experience and skills. Prepares the nCino packages and is responsible for spreading financial

statements and risk ratings.

2.Synthesizes vast amounts of data to build financial models based on client profile, industry dynamics, cost

pressures, etc. related to deal in order to assess financial wherewithal to repay.

3.Develops risk view and translation into risk rating models to reflect risk in deal in terms of probability of

default/loss given default across the risk spectrum.

4.Conducts industry specific research and analysis is support of client support activities such as client

presentation development and term sheets.

5.Responsible for completing regulatory and compliance activities and data accuracy in the portfolio. 10%

6.Span of Control (include # direct reports): Span of control includes no direct reports, but encompasses

regular communication with Portfolio Management teammates, Relationship Managers, Credit Risk

Managers, Credit Review partners, Clients, Technology, and other internal and external audit and examiner

functions.

7.Decision-Making and Autonomy: Teammates in this role are charged with providing independent current

and forward looking risk view on clients within the assigned clients/prospects and portfolio. They author

independent risk recommendations including, but not limited to; risk rating, compliance, underwriting,

which are reviewed and coaching provided as needed. Depending on the level of the deal, the

recommendation is finally approved by ultimate risk approval officer.

8.Problem Complexity: Moderate to complex.

9.Leadership / Influencing / Negotiating / Persuading: Yes, teammates in this position are required to

develop an independent point of view and provide recommendations to appropriate decision makers.



  1. Project or Program Management: Yes. This position runs ad hoc projects generally associated with

regulatory, risk, and compliance issues.



  1. Nature and Area of Impact, including Risk: This position could impact/touch all elements of risk faced by the

Bank. Key risk drivers are credit and operational.

Required Qualifications:

1.Bachelor's Degree in Finance or Economics

2.Strong analytical skills and attention to detail. Strong work ethic and competitive drive. Solid leadership

and interpersonal skills. Strong written and oral communication skills. Strong organizational and time

management skills. Intermediate PC skills including standard Microsoft Office products and database

applications.

3.Proficiency with Truist systems and processes

Preferred Qualifications:

4.General understanding of accounting

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

Thank you for your interest in Truist! BB&T and SunTrust have come together in a transformational merger of equals to create Truist, the premier financial organization in the country.

You may notice references to our legacy company names, BB&T and SunTrust, in places throughout this site. All such references should be understood to refer to Truist moving forward while we continue to transition to the Truist name.

EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify



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VIEW JOBS 10/13/2021 12:00:00 AM 2022-01-11T00:00 Job Description : The position is described below. If you want to apply, click the Apply button at the top or bottom of this page. You'll be required to create an account or sign in to an existing one. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility or call 877-891-2510 (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: Reporting to the team lead, primarily provides analytical support assigned to Portfolio Managers including analyzing financial statements and projections, utilizing financial models and applications, and developing and participating in credit presentations and participating in credit underwriting and structuring. May participate in client support, as appropriate. Is developing a working knowledge of company's product suite. Performs tasks and assignments under direct supervision. Accountable for and manages assigned portfolio by monitoring performance and trends, proactively defining client credit solutions, identifying issues and developing remediation, underwriting and approving credit as designated. * Flexible on location* 1. As a part of the deal team, responsible for authoring annual reviews and assisting in the development of credit underwriting thesis of new and existing transactions. Acts as author and creates initial view of risk based on experience and skills. Prepares the nCino packages and is responsible for spreading financial statements and risk ratings. 2. Synthesizes vast amounts of data to build financial models based on client profile, industry dynamics, cost pressures, etc. related to deal in order to assess financial wherewithal to repay. 3. Develops risk view and translation into risk rating models to reflect risk in deal in terms of probability of default/loss given default across the risk spectrum. 4. Conducts industry specific research and analysis is support of client support activities such as client presentation development and term sheets. 5. Responsible for completing regulatory and compliance activities and data accuracy in the portfolio. 10% 6. Span of Control (include # direct reports): Span of control includes no direct reports, but encompasses regular communication with Portfolio Management teammates, Relationship Managers, Credit Risk Managers, Credit Review partners, Clients, Technology, and other internal and external audit and examiner functions. 7. Decision-Making and Autonomy: Teammates in this role are charged with providing independent current and forward looking risk view on clients within the assigned clients/prospects and portfolio. They author independent risk recommendations including, but not limited to; risk rating, compliance, underwriting, which are reviewed and coaching provided as needed. Depending on the level of the deal, the recommendation is finally approved by ultimate risk approval officer. 8. Problem Complexity: Moderate to complex. 9. Leadership / Influencing / Negotiating / Persuading: Yes, teammates in this position are required to develop an independent point of view and provide recommendations to appropriate decision makers. 10. Project or Program Management: Yes. This position runs ad hoc projects generally associated with regulatory, risk, and compliance issues. 11. Nature and Area of Impact, including Risk: This position could impact/touch all elements of risk faced by the Bank. Key risk drivers are credit and operational. Required Qualifications: 1. Bachelor's Degree in Finance or Economics 2. Strong analytical skills and attention to detail. Strong work ethic and competitive drive. Solid leadership and interpersonal skills. Strong written and oral communication skills. Strong organizational and time management skills. Intermediate PC skills including standard Microsoft Office products and database applications. 3. Proficiency with Truist systems and processes Preferred Qualifications: 4. General understanding of accounting Truist supports a diverse workforce and is an Equal Opportunity Employer who does not discriminate against individuals on the basis of race, gender, color, religion, national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. Drug Free Workplace. Thank you for your interest in Truist! BB&T and SunTrust have come together in a transformational merger of equals to create Truist, the premier financial organization in the country. You may notice references to our legacy company names, BB&T and SunTrust, in places throughout this site. All such references should be understood to refer to Truist moving forward while we continue to transition to the Truist name. EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify Truist Financial Corporation Greensboro NC

Commercial Portfolio Analyst, CCB Municipal/Governmental Portfolio Management Specialty Group

Truist Financial Corporation