Truist logo

WCD Corporate and Leverage Finance Vice President

Truist

Atlanta, GAJobSeen 1w agoSeen in employer's feed 1 day ago

Most applications go out cold — see where you stand first. No sign-up to start.

Watch jobs like this.

Don't just apply. Show up ready.

Olive works from this exact posting.

At a glance

Compensation
No compensation found
Location
Atlanta, GA
Work Authorization
Not specified

Olive lists jobs from US employers, including remote roles you can work from the United States.

Requirements

Credentials this posting asks for.

Series 79Series 63SIEBachelor's degree

Job overview

Truist’s Credit Delivery team underwrites credit products for new and existing corporate and investment banking clients and manages portfolio risk. The Vice President handles complex client portfolios, leads credit analysis and recommendations, oversees reviews and amendments, and works with coverage bankers, risk managers, product partners, and counsel. The role also includes client dialogue and mentoring associates, analysts, and summer interns.

Skills & qualifications

RequiredNice to have

Skills

Credit UnderwritingPortfolio ManagementCredit Decision MakingAccountingCredit StructuringLegal DocumentationVerbal CommunicationWritten CommunicationOrganizationAnalytical SkillsCritical ThinkingProblem SolvingIndustry ExpertiseGeographic Expertise

Qualifications

Undergraduate Degree5 Years Corporate Banking ExperienceSeries 79Series 63SIEEnglish FluencyAccounting or Finance Coursework

Benefits

Medical Insurance
Dental Insurance
Vision Insurance
401(k) Match
Paid Time Off

Full job description

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? (https://pp-cdn.phenompeople.com/CareerConnectResources/prod/TBJTBFUS/documents/Career\_site\_FAQ-1758133253710.pdf)

If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility ([email protected]?subject=Accommodation%20request)

(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 Credit Delivery teams underwrite credit products to new and existing clients and actively manage the existing portfolio in order to meet client needs while also ensuring appropriate risk/return strategies. The group underwrites lead and non-lead opportunities that span from investment grade to sponsor-owned, leveraged transactions and executes amendments, refinancings and ancillary credit product approvals. Responsible for ongoing client dialogue, including product partner opportunity identification where appropriate. Actively manages portfolio risk through risk rating integrity, annual client reviews, watchlist management, and amendments/waivers, as well as executing compliance, audit and regulatory guidelines and reviews. The group will also be responsible for early identification of emerging credit problems and industry trends in order to initiate risk mitigation actions and ensure appropriate capital allocation.

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. Strong partner to Coverage Bankers, Risk Managers and other Product Partners, effectively manages client interaction, maintains ongoing client dialogue and introduces Product Partners where appropriate.

  2. Executes high quality underwritings, refinancings and amendments, including extensive due diligence, recommendations around structure, pricing and capital allocation, and application of credit policy in order to develop solutions that meet client needs while maintaining appropriate risk acceptance criteria.

  3. Provides an independent, in-depth analysis of financial statements, valuation, projections including stress tests, industry and competitive dynamics, business plans and key risks and mitigants.

  4. Manages a large portfolio of clients and owns the overall quality and on-time completion of all annual reviews, renewals, amendments/waivers, ancillary credit product approvals and quarterly risk ratings.

  5. Maintains knowledge mastery of each client, the industry in which it operates and the competitive environment within that industry.

  6. Produces proactive recommendations around active portfolio management solutions in order to minimize credit losses, and effectively manages and presents watchlist clients.

  7. Effectively negotiates and ensures that legal documentation related to credit events incorporates terms and conditions as approved in strict accordance with all elements reflected in credit package/closing memo. Effectively coordinates and communicates with internal/external counsel.

  8. Vice Presidents will be assigned a large portfolio which typically includes some more complex names (lead clients, leveraged profiles, high touch or sensitive relationships, more challenging sectors).

  9. Actively involved in the recruiting, training, and mentoring of Associates, Analysts and Summer Interns.

  10. Must deliver solid credit analyses and risk rating recommendations, demonstrate a high level of critical thinking skills, maintain both attention to detail and an understanding of the big picture, and communicate effectively both internally and externally.

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. Undergraduate degree.

  2. 5 years of experience in underwriting, portfolio management, and credit decision making for corporate and investment banking clients.

  3. Strong understanding of accounting, credit, structuring, underwriting and legal documentation.

  4. Excellent verbal and written communication, organizational, analytical, critical thinking and problem solving skills.

  5. Licenses: Series 79; Series 63; SIE.

Preferred Qualifications

  1. Undergraduate degree with coursework in accounting or finance preferred.

  2. Expertise within a specific and relevant industry or geography.

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 (https://benefits.truist.com/)

. 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 (https://www.eeoc.gov/sites/default/files/2022-10/EEOC\_KnowYourRights\_screen\_reader\_10\_20.pdf)

E-Verify (https://pp-cdn.phenompeople.com/CareerConnectResources/prod/TBJTBFUS/documents/E-Verify\_Participation\_Poster-1757074518541.pdf)

IER Right to Work (https://pp-cdn.phenompeople.com/CareerConnectResources/prod/TBJTBFUS/documents/IER\_RightToWorkPoster-1757074222028.pdf)

How this job compares

Set against the 1,233 open Portfolio Management jobs on Olive Jobs, counted October 30, 2026.

Pay
  • This postingNot listed
  • Georgia median$140–209K/yr21 salary ranges
  • US median$24–38/hr20 hourly ranges
Openings
Olive Jobs lists 35 open Portfolio Management jobs in Georgia and 1,233 across the US. 4% of them nationwide are listed as remote or flexible.
Hiring the most in Georgia
Experience
This posting asks for at least 5 years of experience; Portfolio Management postings that state a minimum ask for 8 years at the median (1,062 postings).
Education
This posting asks for a bachelor's degree; 603 of the 1,233 open Portfolio Management jobs (49%) ask for a bachelor's degree or higher.

Counted across the open, public US postings on Olive Jobs on October 30, 2026. Pay medians are the middle values of the low ends and of the high ends of postings that list both ends of a range in the same cadence (a yearly salary or an hourly rate); a range's midpoint is halfway between its ends. Pay and experience figures resting on fewer than 20 postings are left out.

You've read the whole posting — now see how you match it.