Middle Market Senior Portfolio Manager – Wholesale Credit Delivery – Sponsor and Leveraged Finance

About the role

The Middle Market Senior Portfolio Manager (“Senior PM”) is responsible for the independent underwriting, structuring, and ongoing portfolio management of complex, sponsor owned and leveraged middle market credit relationships typically via bilateral and left lead executions. This role supports new originations and manages existing relationships involving acquisition financing, recapitalizations, refinancings, upsizes, amendments, and waivers, often with layered capital structures and heightened execution risk. Activity is focused on the most complex and largest credit relationships across the general Middle Market C&I landscape, a core growth strategy for Truist Corporate & Commercial Bank (TCCB).

Responsibilities

• Leads the entire commercial underwriting process both internally and externally with prospects and clients.
• Underwrites, structures, and documents all prospect and client transactions.
• Independently runs the most complex deals (PEG-owned and leveraged clients) and largest credit relationships.
• Possesses a mastery of client and industry expertise, analyzes individual company performance and the impact of industry and competitive dynamics and macroeconomic events on the creditworthiness of clients and prospects.
• Provides independent, in-depth analysis of financial statements, projections and business plans; identifies and mitigates key risks.
• Recommends and models appropriate loan structures and while maintaining expertise around the bank’s suite of ancillary products, including legal documentation impact and negotiation.
• Is accountable for the risk evaluation and associated regulatory compliance requirements.
• Accountable for and manages assigned portfolio by monitoring performance and trends, proactively defining client credit solutions, identifying issues and following through for remediation.
• Responsible for risk rating integrity, annual reviews as well as financial statement