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Truist
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 creat...
Jun 18, 2025
Charlotte, NC
Truist
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 creat...
Jun 18, 2025
Atlanta, GA
Hasi
 About HASIHASI is an investor in sustainable infrastructure assets advancing the energy transition. With more than $14 billion in managed assets, our investments are diversified across multiple...
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New York, NY
Fidelity Investments
Associate Investment Manager
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Fidelity Investments
2111372 Portfolio Strategist
Fidelity Investments
Job Description:Job DescriptionThe RoleWe are looking for experienced investors that are highly driven, easy to work with, and passionate about economics, capital markets and investment decision-makin...
Jun 18, 2025
CA
Equipment Finance Portfolio Management Associate or VP
Charlotte, NC
Jun 18, 2025
Full-time

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.

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Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

Responsible for managing the overall credit quality, risk mitigation, workout process, and operational and regulatory compliance of an assigned lease and loan portfolio within Truist’s Equipment Finance Business. Work with Equipment Finance clients, Underwriting and Portfolio management teammates, Originations, Credit Risk Management, Asset Management, and other matrix partners to perform ongoing portfolio monitoring and underwriting or C&I relationships.

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. Manage/mitigate credit risk of portfolio transactions.
2. Complete on-time, accurate, well-articulated annual reviews, amendment memos, and CLAR's; maintains MRA quarterly spreads/PRISM grade reviews; maintains credit files, other compliance requirements such as monthly tickler attestations, quarterly/annual credit file reviews and attestations.

3. Develop deep understanding of industry and asset concentrations within assigned portfolio and maintain a proactive, forward-looking view on portfolio trends and risks.
4. Understand and adhere to various Truist and Equipment Finance policies, processes, procedures and regulatory requirements; ensures policies and controls are executed; timely completion of all required Corporate and Business unit training/testing
5. Manage troubled (workout) credits with input from risk partners.
6. Demonstrate Truist culture and values.

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. 6 years of related work experience
3. Mastery of financial and accounting concepts to facilitate the creation or review of in-depth financial models involved in transactions
4. Strong organizational and leadership skills
5. Advanced skills in written and oral communications, and interpersonal relationship management
6. Solid analytical skills

Preferred Qualifications:

1. MBA degree, with a Finance focus
2. 8 years of related work experience
3. Experience in mentoring and coaching

The annual base salary for this position is $100,000 - $125,000.

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

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Equipment Finance Portfolio Management Associate or VP
Truist
Charlotte, NC
Jun 18, 2025
Full-time
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