- Truist (Richmond, VA)
- …in credit request packages in a moderate sized or large homogeneous portfolio . Ensure packages are complete, accurate and thoroughly documented 2. Analyze and/or ... with client, verbally and in writing, on pending loan requests or portfolio management actions 4. Understand and articulate all Truist Wholesale Credit policies,… more
- Truist (Richmond, VA)
- …Profit relationships and actively manages a Middle Market and CML portfolio within the GovCon/NFP market segment. Includes day-to-day client interaction, managing ... portfolio risk and adheres to all regulatory and compliance...for the risk evaluation and associated regulatory compliance requirements. Portfolio Management: Accountable for and manages assigned portfolio… more
- Truist (Richmond, VA)
- …America) **Please review the following job description:** Serve as primary relationship manager for a portfolio of financially complex client relationships ... ESSENTIAL DUTIES AND RESPONSIBILITIES 1. Serve as the primary relationship manager for a portfolio of mass affluent clients. Sell, deliver and provide ongoing… more