CLU Portfolio Manager II or CLU Portfolio Manager III (WEALTH)
Truist · Richmond, Virginia, US
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 y...
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?: If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (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: Responsible for underwriting all credit requests, including new requests as well as credit decisioning within some portfolios. Accountable for recommending credit structures with respect to quality and profitability within assigned geographies. Fundamental duties include ensuring that the risk philosophy, risk appetite, and lending strategies are adhered to while maintaining a high level of client responsiveness. Analyze financial statements and naviga...