Analyst II - Wholesale Credit Delivery - Dealer Services

Habitat For Humanity Of Durham; Raleigh (NC); Sur place; USD 60 000 - 95 000; Plein temps

Avantages offerts par ce poste

Medical

Dental

Vision

Life insurance

Disability

AD&D

Tax-preferred accounts

401k plan

Vacation (≥10 days)

Sick days (≥10)

Paid holidays

Defined benefit pension

Restricted stock units

Deferred compensation

Résumé du poste

Truist is seeking a Wholesale Credit Delivery professional to perform market research, underwriting and credit risk analysis for Dealer Services clients. The role involves coordinating with senior leaders, mentoring juniors and owning assigned client opportunities with increasing independence.

The position requires a Bachelor's degree, 2+ years in financial services and strong Excel/PowerPoint skills, with 1st shift on-site work in the United States.

Qualifications

• Bachelor's degree or 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 and high work ethic, self-starter, team-oriented.
• Solid leadership and interpersonal skills.
• High adaptability and time management skills.
• Advanced proficiency in Microsoft Excel and PowerPoint.

Responsabilités

• Conducts industry, market and company research to source prospects.
• Develops project materials with industry, market and company data.
• Generates customized sales or project content for internal/external use.
• Tracks calling and marketing efforts and supports CRM usage.
• Builds understanding of market, credit, and product relationships.
• Develops increasingly complex industry knowledge.

Connaissances

Bachelor's degree

Two years of financial services

Analytical skills

Written and verbal communication

Competitive drive

Leadership

Adaptability

Understanding of business

Excel and PowerPoint

Formation

Bachelor's degree or equivalent

Description du poste

If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response).

Regular or Temporary:

Regular

Language 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 Dealer Services 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.

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.
6. Develops an increasingly complex understanding of the industry.

Qualifications

Required Qualifications

1. Bachelor's 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. Solid 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

Benefits

• medical
• dental
• vision
• life insurance
• disability
• accidental death and dismemberment
• tax-preferred savings accounts
• 401k plan
• 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
• 10 sick days (also prorated)
• paid holidays
• defined benefit pension plan
• restricted stock units
• deferred compensation plan

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.

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