Middle Market Lending Specialist jobs in Charleston, SC

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
  • Truist Bank
  • Charleston, SC 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.

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Consumer Lending Sales Specialist - Full Time
  • Advance America
  • Mount Pleasant, SC FULL_TIME
  • Address: 1220 Ben Sawyer Blvd., Ste. T, Mount Pleasant, South Carolina, United States - 29464 Bi-Lingual Spanish is a plus!! Since 1997, Advance America has helped millions of hardworking people with ...
  • 18 Days Ago

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Middle Market Underwriting Technician (Southeast Region)
  • The Hanover Insurance Group
  • Charleston, SC FULL_TIME
  • Our Middle Market team is currently seeking an Underwriting Technician for our southeast territory. This is a full time, non-exempt role. This is a fully remote opportunity. POSITION OVERVIEW: Middle ...
  • 19 Days Ago

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Dedicated Market Specialist
  • Acosta Group
  • Summerville, SC FULL_TIME
  • **Start your career with Premium.** \#WeArePremium **Dedicated Market Specialist** **General Information** **Location:** SUMMERVILLE, South Carolina, 29483 **Ref #:** 62701 **Function:** Merchandising...
  • 22 Days Ago

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Market Manager
  • KJ's Market
  • Moncks Corner, SC FULL_TIME
  • Overview Responsible for the efficient and profitable operation of the meat department within the company established guidelines. Responsibilities 1. Follow weekly company sales program to attain maxi...
  • 1 Month Ago

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Insurance Verification/Prior Authorization Specialist
  • Coastal Fertility Specialist
  • Daniel, SC FULL_TIME
  • Start a rewarding career that will last a lifetime! Coastal Fertility Specialists is growing and has an immediate opening for a Financial Counselor Assistant (Insurance Verification/Prior Authorizatio...
  • 1 Month Ago

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0 Middle Market Lending Specialist jobs found in Charleston, SC area

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Cashier/Sales Associate - All Shifts
  • GPM Investments
  • Charleston, SC
  • Overview Join our dynamic team! We're not just a stop along the road; we're a community hub where customers find more th...
  • 4/26/2024 12:00:00 AM

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Oil & Gas Sr. Estimator - Hybrid
  • Black & Veatch
  • Charleston, SC
  • **Oil & Gas Sr. Estimator - Hybrid** Date: Apr 18, 2024 Location: US Company: Black & Veatch Family of Companies **Toget...
  • 4/25/2024 12:00:00 AM

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Senior Power System Protection Engineer - US Hybrid
  • Black & Veatch
  • Charleston, SC
  • **Senior Power System Protection Engineer - US Hybrid** Date: Apr 16, 2024 Location: US Company: Black & Veatch Family o...
  • 4/25/2024 12:00:00 AM

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Principal Estimator - Water & Wastewater
  • Black & Veatch
  • Charleston, SC
  • **Principal Estimator - Water & Wastewater** Date: Mar 28, 2024 Location: US Company: Black & Veatch Family of Companies...
  • 4/25/2024 12:00:00 AM

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Structural Engineer 4- Transmission Line- US Hybrid
  • Black & Veatch
  • Charleston, SC
  • **Structural Engineer 4- Transmission Line- US Hybrid** Date: Apr 18, 2024 Location: US Company: Black & Veatch Family o...
  • 4/25/2024 12:00:00 AM

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Community Homeownership Specialist
  • First National Bank (FNB Corp.)
  • Charleston, SC
  • Primary Office Location: 317 Meeting Street. Charleston, South Carolina. 29401. Join our team. Make a difference - for u...
  • 4/24/2024 12:00:00 AM

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Project Estimator - Electrical/Water and Wastewater
  • Black & Veatch
  • Charleston, SC
  • Project Estimator - Electrical/Water and Wastewater Date: Apr 2, 2024 Location US Company: Black & Veatch Family of Comp...
  • 4/24/2024 12:00:00 AM

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Lead BESS Electrical Engineer 6 - Hybrid
  • Black & Veatch
  • Charleston, SC
  • **Lead BESS Electrical Engineer 6 - Hybrid** Date: Apr 19, 2024 Location: Overland Park, KS, US US Cary, NC, US Ann Arbo...
  • 4/23/2024 12:00:00 AM

Charleston is the oldest and largest city in the U.S. state of South Carolina, the county seat of Charleston County, and the principal city in the Charleston–North Charleston–Summerville Metropolitan Statistical Area. The city lies just south of the geographical midpoint of South Carolina's coastline and is located on Charleston Harbor, an inlet of the Atlantic Ocean formed by the confluence of the Ashley, Cooper, and Wando rivers. Charleston had an estimated population of 134,875 in 2017. The estimated population of the Charleston metropolitan area, comprising Berkeley, Charleston, and Dorche...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Middle Market Lending Specialist jobs
$53,107 to $65,331
Charleston, South Carolina area prices
were up 1.5% from a year ago

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