Corrie L Ward

Senior Vice President, Wholesale Credit Delivery Portfolio Specialist Team Leader

Role
Senior Vice President, Wholesale Credit Delivery Portfolio Specialist Team Leader at Truist
Location
Atlanta, GA, US
LinkedIn followers
500 followers

Experience

  1. Senior Vice President, Wholesale Credit Delivery Portfolio Specialist Team Leader

    Truist

    Mar 2025 — Present

    Leads a team within the Wholesale Credit Delivery Middle Office. This team provides ongoing support to the credit delivery origination and underwriting process by analyzing and summarizing client and transaction information, populating applicable loan origination system(s) and submitting finalized credit packages for approval. The team supports the loan closing process by gathering documentation required for closing, coordinating loan closings with the closing team, and ensuring the proper booking of all facilities on the loan system. The team is responsible for accurate and timely setup of all client credit files, ongoing updates, and annual credit file certifications. The team manages the tracking of reporting requirements and financial covenants as required by legal documentation by monitoring and clearing all ticklers for Wholesale Credit Delivery clients, providing reporting to Credit Delivery and mitigating potential risk by early escalation of past dues. The team also identifies new and recurring risks related to the origination, closing, booking, and funding of Wholesale Credit Delivery credit products. Team Leaders are responsible for ongoing leadership and management of their Middle Office team to ensure alignment with the strategic objectives for their supported Wholesale Credit Delivery Line(s) of Business.

Education

  • University of Florida

    Bachelor of Science (B.S.)

Skills

  • Wealth Management
  • Wealth Management Services
  • Banking
  • Sales
  • Commercial Banking
  • Commercial Lending
  • Credit Risk
  • Credit Analysis
  • High Net Worth Individuals
  • Credit
  • Portfolio Management
  • Loans

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Corrie L Ward — Senior Vice President, Wholesale Credit Delivery Portfolio Specialist Team Leader at Truist in Atlanta, GA, US | Unifers