Wholesale Credit Delivery Analyst 1

Truist • Orlando, FL

8d

About The Position

Wholesale Credit Delivery Associates and Analysts use their understanding of markets, credit, and products within Commercial Banking, Commercial Real Estate, and/or Wealth specialty businesses to support financial analysis, risk assessment, and credit structure recommendations for clients and prospects. The role involves prudent underwriting and effective credit and risk administration, with particular emphasis on adherence to credit policy and requirements. Analysts supplement their analysis with research from a variety of sources to assess client, competitor, property segment, market, and industry risks and trends. The position works in coordination with an assigned senior Credit Delivery leader and supports prospecting, marketing, project development, and relationship management.

Requirements

• Bachelor’s degree, or an equivalent combination of education and work experience.
• Two years of related financial services work experience.
• Strong analytical skills and attention to detail.
• Strong written and verbal communication skills.
• Competitive drive, high work ethic, self-starter qualities, and a team-oriented approach.
• Solid leadership and interpersonal skills.
• Adaptability and flexibility, with strong organizational and time management skills.
• Some understanding of business.
• Advanced proficiency in Microsoft Excel and PowerPoint.

Nice To Haves

• Minimum GPA of 3.0.
• Demonstrated work experience in finance or a related field.

Responsibilities

• Conduct industry, market, and company research using available resources to source prospect names and develop and refine prospect lists in coordination with the leadership team and partners.
• Develop project materials that include industry, market, company-specific, and general economic information.
• Generate customized sales or project content for internal and external purposes.
• Track calling and marketing efforts to clients and prospects, reinforce proper CRM system use with the coverage team, and assist as needed.
• Build foundational understanding of the market, credit, and products, as well as relationship management skills.
• Perform financial analysis, risk assessment, and credit structure recommendations for clients and prospects.
• Conduct prudent underwriting and effective credit and risk administration in accordance with credit policy and requirements.

Benefits

• Medical insurance
• Dental insurance
• Vision insurance
• Life insurance
• Disability insurance
• Accidental death and dismemberment coverage
• Tax-preferred savings accounts
• 401(k) plan
• At least 10 days of vacation during the first year, prorated based on hire date and full-time or part-time status
• 10 sick days, prorated
• Paid holidays
• May be eligible for a defined benefit pension plan, restricted stock units, and/or deferred compensation plan, depending on position and division

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level