Middle Market Portfolio Manager – Wholesale Credit Delivery – Sponsor and Leveraged Finance
Truist Financial
- Location
- Orlando, FL
- Work model
- On-Site
- Level
- Mid
- Posted
- Aug 17, 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: The Middle Market Portfolio Manager (“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 moderately complex 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 complex credit relationships across the general Middle Market C&I landscape, a core growth strategy for Truist Corporate & Commercial Bank (TCCB). The PM serves as a credit subject matter expert and first line of defense, providing credible challenge to business partners, leading credit structuring and documentation discussions, and ensuring that risk is appropriately identified, mitigated, monitored, and communicated throughout the life of the relationship. 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. Underwriting: 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 increasingly complex deals (PEG-owned and leveraged clients) and largest credit relationships. Continues building 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. Portfolio Management: 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 spreading, compliance and regulatory review. Manages all amendment and waivers in the assigned portfolio. Is expected to be anticipatory, forward focused, independent, transparent and collaborative in identification, communication, and all aspects of management of risk. Client Calling Effort: Expands client relationships through consistent and direct client calling efforts. In conjunction with other internal product partners, applies knowledge of credit policy, pricing and structure to develop solutions that meet the client's needs and the Bank's risk acceptance criteria. pta Subject Matter Expertise: Partner closely with Investment Banking peers to ensure effective delivery of complex financing solutions to TCCB clients through industry