Credit Delivery Associate I: Underwriting & Client Impact

Aplaro Ltd; United Kingdom; On-site; GBP 63,155 - 89,160; Full time

Benefits offered by this job

Medical, dental, vision coverage

401k plan

Paid vacation

Job summary

Truist Financial Corporation is seeking a Wholesale Credit Delivery professional to support underwriting, risk assessment and credit structure recommendations for core banking clients. The role involves coordinating with senior leaders, overseeing documentation through closing and engaging with clients and prospects.

The position requires a Finance/Banking background, 2–3 years in related fields, and strong communication and analytical skills.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics or Business, or equivalent
• 2-3 years of Commercial Banking, Commercial Real Estate, or Wealth Specialty experience
• Excellent verbal and written communication skills
• Proficiency with Microsoft Office products
• Strong analytical and problem solving abilities
• Knowledge of commercial real estate credit delivery principles
• Ability to handle multiple priorities under time constraints

Responsibilities

• Facilitates the diligence and underwriting documentation of the less complex and smaller credit relationships; supports credit presentation prep and discussions with Credit Officer and other final approvers and coordinates legal documentation through closing and funding phase.
• Ensures loan agreement aligns with approval documents; identifies issues in loan documentation and addresses them with the Relationship Manager.
• Analyzes financial statements/projections and documents client performance, along with identified risk and mitigants of less complex credits.
• Ensures all Credit Process Metrics are within prescribed tolerances; accountable for risk evaluation and compliance within the portfolio and for prospects.
• Serves as a client and internal point of contact in managing assigned portfolio (may include site visit).
• Supports and mentors Credit Delivery Analysts.

Skills

Excellent verbal and written comms

Strong analytical and problem solving

Knowledge of commercial real estate

Education

Bachelor’s degree in Finance/Accounting/Economics/Business

Tools

Microsoft Office

Job description

Truist Financial Corporation is seeking a Wholesale Credit Delivery professional to support underwriting, risk assessment and credit structure recommendations for core banking clients. The role involves coordinating with senior leaders, overseeing documentation through closing and engaging with clients and prospects.

The position requires a Finance/Banking background, 2–3 years in related fields, and strong communication and analytical skills.