Middle Market Senior Portfolio Manager - Wholesale Credit Delivery - Sponsor and Leveraged Finance

Overview

As Middle Market Senior Portfolio Manager, you will independently underwrite, structure, and manage complex sponsor-owned and leveraged middle-market credit relationships. You'll lead underwriting, portfolio management, and client calls, collaborating with Investment Banking peers to deliver tailored financing solutions. You'll handle high-risk, large-credit deals and mentor junior teammates, contributing to Truist's growth in the middle-market segment. This role offers impact through shaping credit strategies and risk-aware lending at scale.

Compensation / Benefits

• medical, dental, vision, life insurance
• disability coverage
• 401k plan
• vacation and sick days
• paid holidays
• pension/stock options potential eligibility

Responsibilities

• Lead the full underwriting process for complex deals and documents; structure and negotiate loan terms
• Manage assigned portfolio with proactive risk monitoring, performance tracking, and remediation planning
• Expand client relationships through direct calling and cross-team collaboration; apply pricing and credit policy knowledge
• Partner with Investment Banking and product partners to deliver solutions
• Mentor and coach junior PMs, Associates, and Analysts; participate in performance reviews
• Oversee risk evaluation, compliance, and regulatory requirements; ensure accurate risk ratings and reviews
• Manage amendments and waivers within the portfolio
• Lead large, leveraged, PEG-related, or sponsor-financed transactions with minimal supervision

Key requirements

• 7-10+ years of progressive middle-market credit or mid-corporate underwriting, leveraged finance, sponsor finance, and portfolio management
• Bachelor's Degree in Finance or related field
• Mastery with MS Office; strong attention to detail
• Strong interpersonal and written/verbal communication skills; solid credit skills
• Ability to prioritize workflow in a fast-paced environment
• Experience with risk rating, policy adherence, and regulatory compliance
• Industry or sub-sector expertise; experience with commercial financial institutions or similar environments
• Mastery of Truist operating systems and commercial applications (e.g., MRA, Salesforce, nCino)
• Ability to manage a large portfolio and lead cross-functional deal teams

• leadership and mentoring
• clear communication
• collaboration
• MS Office proficiency
• credit analysis and underwriting
• risk assessment and pricing