Equipment Finance Portfolio Management Associate or VP
| Company | Truist |
|---|---|
| Location | Sparks, MD, USA, Charlotte, NC, USA, Atlanta, GA, USA |
| Salary | $100000 – $125000 |
| Type | Full-Time |
| Degrees | Bachelor’s, MBA |
| Experience Level | Mid Level, Senior |
Requirements
- BA/BS degree
- 6 years of related work experience
- Mastery of financial and accounting concepts to facilitate the creation or review of in-depth financial models involved in transactions
- Strong organizational and leadership skills
- Advanced skills in written and oral communications, and interpersonal relationship management
- Solid analytical skills
Responsibilities
- Manage/mitigate credit risk of portfolio transactions.
- Complete on-time, accurate, well-articulated annual reviews, amendment memos, and CLAR’s; maintains MRA quarterly spreads/PRISM grade reviews; maintains credit files, other compliance requirements such as monthly tickler attestations, quarterly/annual credit file reviews and attestations.
- Develop deep understanding of industry and asset concentrations within assigned portfolio and maintain a proactive, forward-looking view on portfolio trends and risks.
- Understand and adhere to various Truist and Equipment Finance policies, processes, procedures and regulatory requirements; ensures policies and controls are executed; timely completion of all required Corporate and Business unit training/testing.
- Manage troubled (workout) credits with input from risk partners.
- Demonstrate Truist culture and values.
Preferred Qualifications
- MBA degree, with a Finance focus
- 8 years of related work experience
- Experience in mentoring and coaching