Analyst - Wholesale Credit Delivery - Dealer Services

Truist; Orlando (FL); On-site; USD 60,000 - 86,000; Full time

Benefits offered by this job

Benefits package

Job summary

Truist is seeking a financial services analyst to support Dealer Services Portfolio Managers. You will analyze financial statements, build and use financial models, and contribute to credit presentations and underwriting under supervision.

The role emphasizes developing knowledge of Truist's product suite, with opportunities to participate in client support and credit solution development as part of a team. Regular shift, English proficiency required.

Qualifications

• Bachelor's degree required; two years of related financial services work experience preferred.
• Strong analytical skills and attention to detail.
• Excellent written and verbal communication skills.
• Competitive drive and high work ethic; self-starter; team-oriented.
• Solid leadership and interpersonal skills.
• High adaptability with strong organizational and time management skills.
• Some understanding of business.
• Advanced proficiency in Microsoft Excel and PowerPoint.

Responsibilities

• Conducts industry, market and company research to source prospects and refine prospect lists in coordination with leadership.
• Develops project materials with industry, market and company data.
• Generates customized sales or project content for internal and external use.
• Tracks outreach efforts and reinforces CRM usage with the coverage team.
• Builds understanding of market, credit and products plus relationship management.

Skills

Analytical skills

Communication

Self-motivated

Leadership

Time management

Education

Bachelor's degree

Tools

Microsoft Excel

PowerPoint

Job description

Reporting to the team lead, primarily provides analytical support assigned to Dealer Services Portfolio Managers 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 company’s 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.

Regular or Temporary

Regular

Language Fluency

English (Required)

Work Shift

1st shift (United States of America)

Essential Duties And Responsibilities

• 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.
• Develops project materials including industry, market and company specific and general economic information.
• Generates customized specific sales or project content for internal and external purposes.
• Tracks calling and marketing efforts to clients and prospects, reinforcing proper use of CRM system with the coverage team, assisting as needed.
• Builds upon foundational understanding of the market, credit, and products as well as relationship management skills.

Required Qualifications

• 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 and high work ethic, self-starter, team-oriented
• Solid leadership and interpersonal skills
• High level of adaptability and flexibility with strong organizational and time management skills
• Some understanding of business
• Advanced proficiency in Microsoft Excel and PowerPoint

Preferred Qualifications

• Minimum GPA: 3.0
• Demonstrated work experience in finance or related field

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 position. Truist 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 Truist’s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist’s 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.

Equal Opportunity Employer

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 Law E-Verify IER Right to Work

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