Analyst or Associate Wholesale Credit Delivery Hospitals Healthcare, Higher Education Not for Profit
Analyst or Associate Wholesale Credit Delivery Hospitals Healthcare, Higher Education Not for Profit
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1 Vacancy
Job Description
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Regular or Temporary:
RegularLanguage Fluency: English (Required)
Work Shift:
1st shift (United States of America)Please review the following job description:
The Wholesale Credit Delivery Associates and Analysts have a strong understanding of the market credit and products within Commercial Banking Commercial Real Estate and/or Wealth specialty businesses and facilitates financial analysis risk assessment and credit structure recommendations for clients and prospects. Takes ownership of projects in coordination with assigned senior Credit Delivery leader and mentors more junior teammates. Performs prudent underwriting and effective credit and risk administration with particular emphasis on adherence to credit policy and requirements. Supplements analysis with research and evaluations from a wide variety of sources to develop an assessment of client competitor property segment market and industry risks and trends. Credit Delivery Associates may be assigned to selected senior Credit Delivery leader(s) but require increasingly less oversight begin owning their assigned clients and opportunities more fully and exhibiting confidence in all facets of independent client interaction.Reporting to the team lead primarily provides analytical support assigned to Portfolio Managers within the Hospitals/Higher Education/Not for Profit segment including analyzing financial statements and projections utilizing financial models and applications and developing and participating in credit presentations and participating in credit underwriting and structuring. May participate in client support as appropriate. Is developing a working knowledge of companys product suite. Performs tasks and assignments under direct supervision. Monitors performance and trends proactively defining client credit solutions identifying issues and developing remediation underwriting and approving credit as designated by Portfolio Manager.
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. Conducts industry market and company research using available resources to source prospect names developing and refining prospect lists in coordination with leadership team and partners.
2. Develops project materials including industry market and company specific and general economic information.
3. Generates customized specific sales or project content for internal and external purposes.
4. Tracks calling and marketing efforts to clients and prospects reinforcing proper use of CRM system with the coverage team assisting as needed.
5. Builds upon foundational understanding of the market credit and products as well as relationship management skills.
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. Bachelors degree or an equivalent combination of education and work experience.
2. Two years of related financial services work experience
3. Strong analytical skills and attention to detail
4. Strong written and verbal communication skills
5. Competitive drive and high work ethic self-starter team-oriented
6. Solid leadership and interpersonal skills
7. High level of adaptability and flexibility with strong organizational and time management skills
8. Some understanding of business
9. Advanced proficiency in Microsoft Excel and PowerPoint
Preferred Qualifications:
1. Minimum GPA: 3.0
2. Demonstrated work experience in finance or related field
#Atlanta #Charlotte #McLean
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 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 Truists generous benefit plans please visit our Benefits site. Depending on the position and division this job may also be eligible for Truists 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.
Truist is an Equal Opportunity Employer that does not discriminate on the basis of race gender color religion citizenship or national origin age sexual orientation gender identity disability veteran status or other classification protected by law. Truist is a Drug Free Workplace.
EEO is the LawPay Transparency Nondiscrimination Provision E-Verify
Required Experience:
IC
Employment Type
Full-Time
