Senior Portfolio Manager- Clu
Current
Sep 2022 - Present
AeroLeads people directory · profile
James Welsh Email & Phone Number
Senior Portfolio Manager- CLU
at
Truist
3 work emails found
@truist.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Senior Portfolio Manager- CLU
Location
Richmond, Virginia, United States
Company size
Who is James Welsh? Overview
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Quick answer
James Welsh is listed as Senior Portfolio Manager- CLU at Truist, a company with 8972 employees, based in Richmond, Virginia, United States. AeroLeads shows a work email signal at truist.com and a matched LinkedIn profile for James Welsh.
James Welsh previously worked as Centralized lending unit portfolio manager at Truist and Portfolio Manager IV at Bb&T. James Welsh holds Bachelor Of Arts (B.A.), Business Administration And Management, General from Averett University.
Company email context
Email format at Truist
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{first}{last}@truist.com
95% confidence
AeroLeads found 3 current-domain work email signals for James Welsh. Compare company email patterns before reaching out.
Profile bio
About James Welsh
I have worked in banking for over 20 years. For the past 15+years I have worked in commercial credit side of the bank through various roles. I am currently a SeniorPortfolio Manager supporting the centralized lending unit for Truist for the state on Virginia.
Listed skills include Banking, Credit, Customer Service, Financial Analysis, and 12 others.
Current workplace
James Welsh's current company
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Truist
6 roles
James Welsh work experience
A career timeline built from the work history available for this profile.
Centralized Lending Unit Portfolio Manager
- Underwrite and approve new money loan requests for the state of Virginia within the CLU. Recommend credit structures based on quality and profitability. Exercise prudent credit judgment through individual loan.
- Analyzed financial statements and navigate a wide variety of financial structures, credit scenarios.
- Ensured the risk philosophy, risk appetite, and lending strategies were adhered while maintaining a high level of client responsiveness.
- Worked toward improving end to end cycle time for credit decisions
May 2020 - Oct 2022
Portfolio Manager Iv
- Responsible for driving effective credit relationship management on loans and ensuring they are executed within policies. Also ensure effective credit risk management.Managed a Banking portfolio, client interactions.
- Underwrote credit exposure from small business clients to large corporate credit relationships and circumstances and actively related to the credit process.
- Oversaw and managed assigned portfolio monitoring performance and trends, proactively defining client credit solutions, identifying issues and following through on remediation for multiple RM portfolios.
- Assigned as one of the first in the position, originally supporting the region corporate banking team.
Jan 2016 - May 2020
Sales And Service Officer
Responsible for underwriting all credit requests.Managed the credit quality and deal flow of a $200 million commercial loan portfolio. -Assisted Business Services Officers in managing and mitigating risk in their existing portfolios, as well as underwriting prospective relationships - Responsible for risk grading analysis on prospective and current clients.
Feb 2012 - Dec 2015
Portfolio Manager
Sep 2007 - Feb 2012
Various Retail Banking Postions
Mar 2002 - Mar 2008
Team & coworkers
Colleagues at Truist
Other employees you can reach at truist.com. View company contacts for 8972 employees →
CN
Christopher Noble
Colleague at TruistGreensboro, North Carolina, United States, United States
View →
CW
Cori Waldschmidt
Colleague at TruistRaleigh-Durham-Chapel Hill Area, United States
View →
MP
Matthew Pinola
Colleague at TruistHanson, Massachusetts, United States, United States
View →
BT
Brittany Tidwell Cobb
Colleague at TruistAnniston, Alabama, United States, United States
View →
BJ
Bella Jean-Baptiste
Colleague at TruistPalm Coast, Florida, United States, United States
View →
SA
Scott Allen
Colleague at TruistMatthews, North Carolina, United States, United States
View →
MS
Mary Storr
Colleague at TruistDeltona, Florida, United States, United States
View →
马
马艾维诺
Colleague at TruistCollyer, Kansas, United States, United States
View →
NP
Natalie Pearson
Colleague at TruistWilson, North Carolina, United States, United States
View →
BB
Ben Barber Cfp ®
Colleague at TruistWoodstock, Georgia, United States, United States
View →
Christopher Noble
Colleague at TruistGreensboro, North Carolina, United States, United States
View →
CW
Cori Waldschmidt
Colleague at TruistRaleigh-Durham-Chapel Hill Area, United States
View →
MP
Matthew Pinola
Colleague at TruistHanson, Massachusetts, United States, United States
View →
BT
Brittany Tidwell Cobb
Colleague at TruistAnniston, Alabama, United States, United States
View →
BJ
Bella Jean-Baptiste
Colleague at TruistPalm Coast, Florida, United States, United States
View →
SA
Scott Allen
Colleague at TruistMatthews, North Carolina, United States, United States
View →
MS
Mary Storr
Colleague at TruistDeltona, Florida, United States, United States
View →
马
马艾维诺
Colleague at TruistCollyer, Kansas, United States, United States
View →
NP
Natalie Pearson
Colleague at TruistWilson, North Carolina, United States, United States
View →
BB
Ben Barber Cfp ®
Colleague at TruistWoodstock, Georgia, United States, United States
View →
2 education records
James Welsh education
Bachelor Of Arts (B.A.), Business Administration And Management, General
Bb&T Banking School, Banking
FAQ
Frequently asked questions about James Welsh
Quick answers generated from the profile data available on this page.
What company does James Welsh work for?
James Welsh works for Truist.
What is James Welsh's role at Truist?
James Welsh is listed as Senior Portfolio Manager- CLU at Truist.
What is James Welsh's email address?
AeroLeads has found 3 work email signals at @truist.com for James Welsh at Truist.
Where is James Welsh based?
James Welsh is based in Richmond, Virginia, United States while working with Truist.
What companies has James Welsh worked for?
James Welsh has worked for Truist and Bb&T.
Who are James Welsh's colleagues at Truist?
James Welsh's colleagues at Truist include Christopher Noble, Cori Waldschmidt, Matthew Pinola, Brittany Tidwell Cobb, and Bella Jean-Baptiste.
How can I contact James Welsh?
You can use AeroLeads to view verified contact signals for James Welsh at Truist, including work email, phone, and LinkedIn data when available.
What schools did James Welsh attend?
James Welsh holds Bachelor Of Arts (B.A.), Business Administration And Management, General from Averett University.
What skills is James Welsh known for?
James Welsh is listed with skills including Banking, Credit, Customer Service, Financial Analysis, Risk Management, Portfolio Management, Credit Risk, and Loans.
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