Wholesale Portfolio Strategy and Reporting Manager

Truist Bank
Charlotte, NC

:

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Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Please review the following :

Provide ongoing management reporting in support of sound credit administration, which includes reporting for including various periodic reviews, financial spreads, risk ratings, maintenance of credit files and other compliance requirements Provide operational support for Credit Delivery infrastructure including management of policies, procedures, intranet/Sharepoint administration and regulatory compliance interactions. 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. 1. Take ownership of Truist CIB policies and procedures; serve as resource to CIB PM teams for policies and procedures; recommend and request changes as necessary 2. Manage data and reporting within CIB; oversee the development of comprehensive reporting, including the creation and maintenance of files and databases required for internal and external reports and documentation 3. Act as Liaison with Credit Risk Review and internal/external Auditors for the review of CIB loan portfolio. Coordinate with the PM teams to resolve issues, and recommend remediation 4. Effectively manage Administrative Assistant function within CIB to ensure maximum efficiency in terms of new team member onboarding, technology access, expense reporting, and other assigned AA duties 5. Manage various special projects essential to CIB operation as they arise Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 1. BA/BS Degree 2. 5+ years of experience in Corporate Banking / Capital Markets. 3. 3+ years of experience in supervisory / management role or equivalent leadership role 4. Demonstrated ability to identify, analyze and resolve technical problems independently. 5. Proficient office software, office hardware, spreadsheet, and PC database skills. 6. Strong initiative with ability to work both independently and within a team. Preferred Qualifications: 1. 2 years of management experience in Corporate and Investment Banking lending. 2. Information systems degree

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.

EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify

Posted 2026-07-23

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