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Senior Portfolio Manager - Commercial Real Estate Credit Delivery

Truist Financial

Charlotte, NCSenior
Sign in to applyVerified 2h ago
Location
Charlotte, NC
Work model
On-Site
Level
Senior
Posted
Aug 24, 2026

About this role

The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (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: Responsible for the financial analysis, risk assessment and credit structure recommendation for Commercial Real Estate clients and prospects. This includes prudent underwriting and effective credit and risk administration with particular emphasis on adherence to credit policy and requirements, financial analysis/modeling, risk evaluation, on-going portfolio maintenance activities, and client support. Collaborates with Relationship Manager to identify credit worthy projects within targeted strategies and assists in the prioritization of relationship calling strategies. Supplements analysis with research and evaluations from a wide variety of sources to develop an assessment of client, competitor, property segment, market and industry risks and trends. Collaborates with deal team to maintain data integrity and identify emerging trends/risks on existing portfolio. Supplement team performance through mentoring and coaching by applying a comprehensive knowledge of national project secured, portfolio secured, and unsecured lending including deep knowledge across all CRE asset classes and a working knowledge of national and international capital markets including institutional investment strategies, both public and private. Builds and maintains constructive relationships including Central Credit, Relationship Managers, Portfolio Managers and CIG CRE cross functional leadership. Maintain a comprehensive knowledge of the assigned portfolio and is responsible for operational and credit risk. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. Responsible for leading the diligence and underwriting documentation of the most complex and larger credit relationships; leading credit presentation preparation and discussions with Credit Officer and other final approvers, and coordinating legal documentation efforts through closing and funding phase. Ensures loan agreement is in accordance with approval documents. Identifies potential issues contained within loan documentation and takes steps to address the issues, in consultation with RM. Analyze financial statements/projections and documents client performance, along with identified risk and risk mitigants of most complex credits. Provides oversight of credit relationship/project performance and monitoring activity to include overall portfolio management and understanding of current industry and market trends. Accountable for and manages assigned portfolio by monitoring performance and trends. Ensures all Credit Process Metrics are within prescribed tolerances. Accountable for the risk evaluation and associated compliance requirements within assigned portfolio and for prospects. Identifies issues and follows through for remediation. Manages pipeline of assigned portfolio to ensure that all requests are completed in a timely fashion and to ensure that the Client needs are met. Serve as a client and internal point of contact in managing assigned portfolio. (May include site visit and/or visit with client management team) Serves as source of real estate underwriting knowledge and

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Senior Portfolio Manager - Commercial Real Estate Credit Delivery at Truist Financial, Charlotte, NC | Yoinka