Atlanta, GA, 30309, USA
3 days ago
Wholesale Portfolio Strategy and Reporting Manager
**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://www.brainshark.com/bbandt/careers-site-faq) _If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (careers@truist.com?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:** Provide ongoing management reporting in support of sound credit administration for various portfolios in Wholesale Credit Delivery, which includes reporting for including various periodic reviews, financial spreads, risk ratings, maintenance of credit files and other compliance requirements **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. + Manage a team of Portfolio Strategy and Reporting Analysts and Consultants + Lead development and delivery of ongoing regulatory, management and operational reporting in support of sound credit administration across multiple verticals in Wholesale Credit Delivery (WCD) including Annual Reviews, other periodic reviews, quarterly spreads and risk ratings, maintenance of credit files and other compliance requirements. + Lead development and delivery of ongoing reporting and analytics across multiple WCD verticals regarding portfolio performance, concentrations, profitability, and segmentation in support of various portfolio meetings + Provide insight and recommendations, garnered from reporting and observations, to Portfolio Strategy and Reporting Leader as well as other Credit Delivery Leaders regarding the performance of the WCD platform to guide strategic decisions + Partner with the Wholesale Business Enablement Data Analytics team as well as Enterprise partners for WCD reporting and data analytics/visualization needs + Promotes a cohesive, inclusive, team-oriented culture aligned with the Truist purpose, mission, and values + Promotes sound risk management as the first line of defense by ensuring compliance with Bank policies for credit, underwriting, operational, regulatory, tax, legal procedures, and policies. **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. Bachelor's degree in Business, Finance or related field, and specific knowledge/experience with supporting educational background, or equivalent education and related training 2. Ten years of related experience 3. Knowledge or experience in strategic planning/projects/process management 4. Managerial/leadership experience with supporting educational background 5. Advanced knowledge of industry, market, and products 6. Advanced analytical and technical skills combined with a problem-solving attitude 7. Excellent interpersonal style, good listening skills and the ability to communicate highly complex ideas clearly and concisely 8. Strong partnering and leadership skills **Preferred Qualifications:** 1. Sales or sales management experience 2. Master’s Degree in Business or related field **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) Pay Transparency Nondiscrimination Provision (https://www.dol.gov/sites/dolgov/files/OFCCP/pdf/pay-transp\_%20English\_formattedESQA508c.pdf) E-Verify (https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify\_Participation\_Poster\_ES.pdf)
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