Truist · 23 hours ago
Team Lead - Wholesale Credit Delivery - Middle Market segment
Atlanta, GA
Full-time
Onsite
Senior Level, Lead/Staff
10+ years expTruist is a financial institution looking for a Team Lead for their Wholesale Credit Delivery in the Middle Market segment. This role involves leading a team responsible for credit analysis and management of complex debt structures, ensuring effective delivery of financial solutions to clients while managing relationships and portfolio performance.
BankingFinanceFinancial Services
Responsibilities
Ensures the development and retention of engaged, industry leading teammates who are building critical skillsets to meet PM role expectations through regular 1x1 conversations, training, coaching and mentoring as well as inspection
Support revenue and return growth objectives through strong partnership and communication in the identification, screening, prioritization and consistent underwriting of opportunities
Oversees all underwriting activity in the portfolio and influences client acquisition decision by actively participating in screen meetings
Brings expertise to transactions
Actively manages pipeline for new and renewing opportunities, workflow and issue resolution, keeping all stakeholders proactively informed to ensure expected timelines are met
Partner closely with Banking peers to ensure effective delivery of complex financing solutions to Middle Market clients through industry specific lens
Responsible for maintaining extensive level of knowledge of corporate banking, investment banking and commercial banking solutions, in addition to market trends and business drivers
Understands and articulates industry trends, patterns in the economy, and the implications thereof, and proactively shares information across the PM organization
Has an extensive and thorough knowledge of the group’s portfolio as well as industry/market and is the primary point person for providing updates and guidance on issues and trends
Works closely with Banking peers and Credit Risk in proactively managing the portfolio and identifying industry trends
Manages all internal and external portfolio reviews – Credit Review, Internal Audit, SNC, and FRB exams
Ensures on-time performance of portfolio management practices, such as annual reviews, financial spreads, compliance reviews
Span of Control generally includes 10-17 direct reports
Partners and interaction points include Line of Business, Credit Risk, Credit Risk Review, Clients, Technology, Compliance, etc
PMTL has high degree of autonomy in decisions; has oversight and accountability for all activities within team
Teammates in this position are required to exercise an independent point of view and provide recommendations to appropriate decision makers
This position runs ad hoc projects generally associated with regulatory, risk, and compliance issues
Teammates in this position are required to execute with an independent point of view, make decisions, and provide recommendations as appropriate
Qualification
Required
Bachelor's Degree or an equivalent combination of education and experience
10+ years of experience in underwriting, portfolio administration, middle market loan credit decision making and 3 years of previous management experience
Subject Matter Expert level understanding of complex lending structures, including leveraged loans and structured products
Mastery level proficiency with MS Office Desktop applications
Strong interpersonal skills and solid written/verbal communication are essential
Preferred
MBA, CFA or other advanced degree
Graduate of industry banking school
Active leadership role in industry profession association
Benefits
Medical
Dental
Vision
Life insurance
Disability
Accidental death and dismemberment
Tax-preferred savings accounts
401k plan
No less than 10 days of vacation
10 sick days
Paid holidays
Defined benefit pension plan
Restricted stock units
Deferred compensation plan
Company
Truist
Truist is the sixth-largest commercial bank in the U.S.
10001+ employees
H1B Sponsorship
Truist has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (313)
2024 (247)
2023 (288)
2022 (275)
2021 (278)
2020 (270)
Funding
Current Stage
Late StageTotal Funding
unknown2021-01-01Seed
Leadership Team
Michael Maguire
Chief Financial Officer
James Cordovana
SVP of Cloud Security Enterprise Architect
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