Vice President or Senior Vice President - Specialized Cash Flow Credit Delivery
Company: Truist Bank
Location: Atlanta
Posted on: April 1, 2026
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Job Description:
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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 Commercial Specialized Cash Flow
Credit Delivery group (“Group”) supports and facilitates new
revenue growth through integrated origination and execution of
capital structure alternatives and traditional banking revenue
products. The Group structures, underwrites, and closes complex and
often leveraged debt transactions for new and existing clients and
private equity firms in Commercial Banking, driving, and directing
the process and activities necessary to obtain Truist’s balance
sheet commitment as well as support syndicated risk decisions.
Financing transactions include bilateral and participation
opportunities that include private, family-owned transactions as
well as sponsor-owned, leveraged transactions. The Group also
actively manages the related loan portfolio to meet client needs
while also ensuring appropriate risk/return strategies and executes
amendments, refinancing 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, client reviews,
watchlist management, and amendments/waivers, as well as executing
compliance, audit and regulatory guidelines and reviews. The group
is also responsible for early identification of emerging credit
problems and industry trends to initiate risk mitigation actions
and ensure appropriate capital allocation. Group members often have
significant leveraged lending experience, capital structure
knowledge, and legal and documentation expertise. They are expected
to demonstrate strong negotiation and persuasion skills during
their interactions externally with C-level corporate management and
private equity clients, and internally with partners. 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. Reporting to the Group Credit Leader,
supports deal teams, manages, coordinates, and executes credit
event processes (underwritings, refinancings and/or amendments), as
part of deal teams. Together with teammates, conducts due
diligence, obtains credit approval and facilitates legal review for
transactions. Develops or coordinates development of complex
financial models and provides analytical support including
analyzing financial statements and projections Fluent in Microsoft
Office (Word, Excel and PowerPoint); ability to navigate Truist's
systems and applications. Develop a working knowledge of Truist
products and demonstrates superior technical skills. Responsible
for analysis and underwriting related to transactions, amendments,
modifications and other credit products for new and existing
clients as part of deal teams. Works closely with teammates in the
preparation of on-time and high-quality annual client reviews,
renewals, and amendments. Experienced teammates may be responsible
for completing entire annual reviews on assigned clients. Provides
high-level support in providing financing and structural advice to
Relationship Managers, clients and prospects to facilitate
transactions. Negotiates or supports the negotiation of key
financial structure, credit agreement and legal documentation
issues necessary to successfully originate and syndicate financing
commitments for clients and prospects. Manages time-critical
financial and operational due diligence and underwriting
activities. Creates and/or utilizes analytical financial models,
including financial projections, discounted cash flow analysis,
leveraged buyout analysis, valuation analysis, and financial
analysis of historical and projected cash flows. Performs research
and analysis on companies, industries and transactions in support
of both client activities and risk mitigation strategies.
Meaningfully contributes to the creation and writing of credit
product approval documents and presentations. Supports management
of the portfolio and independently manages a portfolio of clients
with oversight from Group Credit Leader. Achieves timely submission
of annual reviews, underwritings and amendments to allow for
sufficient review and decision by applicable approval authority.
Maintains active ownership and timely processing of quarterly risk
ratings within own portfolio and as needed across the team.
Effectively works with partners and teammates with little
oversight. Demonstrates leadership through the management of
various projects and requests specific to assigned practice groups.
Works closely with teammates in the preparation of on-time and
high-quality annual client reviews, renewals, and amendments.
Experienced teammates may be responsible for completing entire
annual reviews on assigned clients. Maintains active ownership and
timely processing of quarterly financials and risk ratings within
own portfolio and as needed across the team. Takes ownership of
client follow up activities Consistently trains and mentors junior
teammates and reviews their work product Qualifications 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. Bachelor’s degree Strong
analytical skills and attention to detail Strong written and verbal
communication skills Competitive drive and high work ethic,
self-starter, team-oriented Solid leadership and interpersonal
skills High level of adaptability and flexibility with strong
organizational and time management skills Some understanding of
business Advanced proficiency in Microsoft Excel and PowerPoint
Preferred Qualifications: Master’s Degree and/or CPA or CFA Minimum
GPA: 3.0 Atlanta Charlotte 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 E-Verify IER Right to Work
Keywords: Truist Bank, Marietta , Vice President or Senior Vice President - Specialized Cash Flow Credit Delivery, Accounting, Auditing , Atlanta, Georgia