Team Leader - Wholesale Credit Delivery

Truist Financial
Atlanta, Orlando, Nashville, Charlotte
Workplace: OnsiteFull timeFunction: Transportation & Fleet OperationsExperience: 10+ yearsEducation: bachelorsSkills: ["Leadership","Coaching","Mentoring","Communication","Stakeholder management"]

Lead a team of underwriting and portfolio management teammates to deliver high-quality credit analysis for complex, large wholesale relationships. Serve as a player-coach managing your own client portfolio while overseeing day-to-day credit execution, underwriting results, portfolio reviews, and efficiency improvements. Partner with investment banking peers and internal stakeholders to structure complex financing solutions, influence credit decisions, and drive growth through consistent screening and opportunity management.

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Truist Financial
Truist Financial
1 week ago

Team Leader - Wholesale Credit Delivery

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Source: Company careers pageValidated by: Fursa AI
Last checked: 11 hours agoStatus: Live

Job Summary

Lead a team of underwriting and portfolio management teammates to deliver high-quality credit analysis for complex, large wholesale relationships. Serve as a player-coach managing your own client portfolio while overseeing day-to-day credit execution, underwriting results, portfolio reviews, and efficiency improvements. Partner with investment banking peers and internal stakeholders to structure complex financing solutions, influence credit decisions, and drive growth through consistent screening and opportunity management.
Location: Atlanta, Orlando, Nashville, Charlotte
Workplace: Onsite
Employment Type: Full time
Job Function: Transportation & Fleet Operations
Seniority: Manager level

Key Responsibilities

  • •Lead day-to-day operations of the assigned underwriting and portfolio management team, ensuring consistent execution of the credit process.
  • •Maintain and manage a portfolio of client relationships, serving as the primary Credit Delivery partner and providing credit expertise, structuring guidance, and risk management leadership.
  • •Oversee underwriting activity and influence client acquisition decisions through participation in screen meetings, pipeline management, and issue resolution.
  • •Lead capital management meetings and provide portfolio updates and guidance based on deep knowledge of industry/market trends.
  • •Manage internal and external portfolio reviews (Credit Review, Internal Audit, SNC, and FRB exams) and ensure on-time performance of portfolio management practices.

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid LeaveEquityPension

Key Requirements

  • •Bachelor’s degree or an equivalent combination of education and experience.
  • •10+ years of experience in underwriting and commercial loan credit decision making, including 3 years of prior management experience.
  • •Subject matter expert-level understanding of accounting and finance, including financial statement and cash flow analysis.
  • •Strong interpersonal skills with solid written and verbal communication.
  • •Mastery-level proficiency with MS Office desktop applications.
Experience:10+ yearsCommercial bankingCorporate bankingInvestment bankingUnderwritingPortfolio management
Education:Bachelor's
Skills:LeadershipCoachingMentoringCommunicationStakeholder management
Languages:English
Tech Stack:MS OfficeCOMPASSMRASalesforce.comNCino

Company Brief

Truist Financial
Provides consumer and commercial banking, wealth management, insurance, lending, and payments services through a large U.S. financial services platform formed by the merger of BB&T and SunTrust.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Charlotte, United States
Founded: 2019
WebsiteLinkedIn