Middle Market Lending Specialist jobs in Virginia

Middle Market Lending Specialist supports middle market lending activities with administrative, analytical, and client support activities. Collects and reviews middle market loan development information and prepares required analysis and documentation. Being a Middle Market Lending Specialist establishes good client relationships and potential for future referrals or cross-sell opportunities by responding to requests for information, answering questions about products, and coordinating other service resources. Performs loan portfolio tracking and generates reports to measure compliance with lending terms and policies. Additionally, Middle Market Lending Specialist keeps abreast of lending products, services, and policies. Typically requires a bachelor's degree. Typically reports to a manager. The Middle Market Lending Specialist occasionally directed in several aspects of the work. Gaining exposure to some of the complex tasks within the job function. To be a Middle Market Lending Specialist typically requires 2 -4 years of related experience. (Copyright 2024 Salary.com)

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Middle Market Banker II
  • Truist Bank
  • Norfolk, VA FULL_TIME
  • Language Fluency: English (Required)


    Work Shift:

    1st shift (United States of America)

    Job Grade:

    113

    Please review the following job description:

    Identify, solicit, develop, manage, service, retain and grow long-term profitable middle market relationships in assigned region by offering a full range of loan, deposit, Capital Markets, Treasury, Risk Management and other fee-based services to existing and prospective clients with $75MM to $500MM in annual sales. Leverage the CCB Industry & Advisory teams as appropriate to create the optimal client experience. Refer business and personal financial needs of assigned clients through the appropriate channel according to Integrated Relationship Management (IRM). Levels (I – II) should be differentiated based on years of banking experience, portfolio size, and overall potential in the role per leadership discretion.

    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. Leverage the Truist Sales Process, Financial Insights, Industry & Advisory team, and the Leadership Institute to consistently deliver a differentiated client experience in all client, prospect and center of influence (COI) interactions.
    2. Develop and execute a marketing plan focused on winning new client relationships and expanding existing client relationships. Focus on driving continual improvement in portfolio revenue growth and new production revenue.
    3. Understand and contribute to the credit decisioning process, including analysis and interpretation of financial statements, credit structuring, underwriting requirements, policy knowledge, risk identification and mitigation, all in accordance with the Truist credit risk appetite.
    4. Proactively contact clients to fully develop middle market banking relationships by executing on Integrated Relationship Management (IRM) principles.  Include the identification of all business and personal financial needs and bring in the appropriate partners to deliver Truist solutions.
    5. Champion non-credit financial services activity in the middle market segment, driving fee-based revenue opportunities, including specific efforts to serve the retail banking needs of our clients' owners/management/teammates (e.g. Private Wealth Management, Truist@Work Financial Wellness, Momentum onUp, etc). 
    6. Maintain proficiency and a high level of expertise in most aspects of finance; manage large and complex corporate relationships. Maintain extensive knowledge about complex credit products and structuring, including loan syndications, participations, and other capital markets solutions.
    7. Execute on all risk, operational, policy and quality expectations related to assigned client portfolio.
    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.
    1. Bachelor's degree or equivalent education and related training
    2. Ten (10) or more years of experience in commercial banking
    3. Strong interpersonal communications; can handle client relationships with borrowing clients with total debt of $10,000,000 or more
    4. Highly skilled and proficient in most aspects of corporate finance, Capital Markets, Treasury, and other non-credit services
    5. Ability to grasp complex credits clearly; is insightful in all aspects of finance
    6. Excellent verbal and written communication skills
    7. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products

    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.

  • 24 Days Ago

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TEACHER, READING SPECIALIST (SY 2022-2023) (#PS1523)
  • Willard Middle School
  • Aldie, VA FULL_TIME
  • Position OverviewTo provide expert attention to the needs of students in the area of reading and writing and support teachers in the implementation of effective reading and writing instruction.Roles a...
  • 12 Days Ago

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Lending - Loan Protection Programs Specialist
  • System One
  • Vienna, VA CONTRACTOR
  • Job Title: Lending - Loan Protection Programs Specialist Location: Hybrid Work Model Reporting to Vienna, VA Pay Rate: Open to Both C2C and W2 options Position Type: Multiyear Contract Responsibilitie...
  • 19 Days Ago

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Reimbursement Specialist-A/R
  • MIDDLE PENINSULA NORTHERN NECK CSB
  • Gloucester, VA FULL_TIME
  • Employee provides billing processing and follow-up related to reimbursement of funds for the majority of agency fees including all State Plan Option Medicaid, MR Waiver Medicaid, Medicaid Taxi, Medica...
  • 30 Days Ago

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Demo Specialist
  • The Market @ 25th
  • Richmond, VA FULL_TIME
  • Under the direction of the Demo Coordinator, the Demo Specialist will provide live demos of various food products, hand out food samples, and enthusiastically engage customers. Demo Specialist respons...
  • Just Posted

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Lending Administrative Specialist, Business Finance Center
  • Commonwealth of VA Careers
  • Virginia, VA FULL_TIME
  • Department: Office Rsrch Innov and Econ Impact Classification: GMU Worker Job Category: Part-Time / Hourly Wage Job Type: Part-Time Work Schedule: 29 hours per week maximum Location: Springfield, VA W...
  • 1 Day Ago

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SBL Lending Specialist
  • Citizens
  • New York, NY
  • Description This position is part of a newly formed sub-team within Wealth Credit Services (WCS) SBL Sales & Product. Th...
  • 4/15/2024 12:00:00 AM

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Remote Lending Specialist
  • Ponca City Development Authority
  • Ponca City, OK
  • We are HIRING for professional Call Center Representatives to work closely with other team members to provide outstandin...
  • 4/14/2024 12:00:00 AM

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Portfolio Manager
  • WorldBridge Partners - Leaders in Recruiting and Executive Search
  • The VP of Commercial Banking is responsible for supporting a portfolio of business and servicing prospective and current...
  • 4/14/2024 12:00:00 AM

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Commercial Lending Specialist
  • Infosys
  • Chicago, IL
  • Infosys is seeking a Commercial Lending Business Analyst. As a Consultant, you will be a key player in the consulting te...
  • 4/13/2024 12:00:00 AM

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Financial Lending Specialist - Customer Service
  • Security Finance
  • Burley, ID
  • Description Do you thrive on making a positive, lasting impact on people? Are you bilingual in English and Spanish? Do y...
  • 4/13/2024 12:00:00 AM

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Policy & Procedure SME
  • JCW
  • JCW Search is currently recruiting for a Policy and Procedures Subject Matter expert on behalf of a regional bank in sou...
  • 4/13/2024 12:00:00 AM

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PERSONAL BANKER - CORAL GABLES
  • First BanCorp
  • Miami, FL
  • PERSONAL BANKER - CORAL GABLES Essential Functions: Ensure the branch production goals are met. Promote and service all ...
  • 4/13/2024 12:00:00 AM

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Lending Specialist
  • Kemba Cincinnati Credit Union
  • West Chester, OH
  • Job Description Job Description ABOUT US Kemba Credit Union is a not-for-profit organization based out of West Chester, ...
  • 4/11/2024 12:00:00 AM

Virginia (/vərˈdʒɪniə/ (listen)), officially the Commonwealth of Virginia, is a state in the Southeastern and Mid-Atlantic regions of the United States located between the Atlantic Coast and the Appalachian Mountains. Virginia is nicknamed the "Old Dominion" due to its status as the first English colonial possession established in mainland North America and "Mother of Presidents" because eight U.S. presidents were born there, more than any other state. The geography and climate of the Commonwealth are shaped by the Blue Ridge Mountains and the Chesapeake Bay, which provide habitat for much of ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Middle Market Lending Specialist jobs
$56,070 to $68,976

Middle Market Lending Specialist in Austin, TX
Based on our compensation data, the estimated salary potential for Middle Market Lending Specialist will increase 16 % over 5 years.
January 12, 2020