Analyst - Wholesale Credit Delivery - Dealer Services

Truist; Tampa (FL); On-site; USD 60,000 - 85,000; Full time

Benefits offered by this job

Health insurance

401k plan

Paid time off

Job summary

Truist seeks a capable analyst to support Dealer Services Portfolio Managers by analyzing financial statements, building projections, and developing credit presentations. You will underwrite credits and help structure solutions, participating in client support when needed.

This role requires a Bachelor's degree, at least two years in financial services, and advanced Excel/PowerPoint skills. Strong communication, leadership potential, and adaptability are essential for success in a dynamic team

Qualifications

• Bachelor’s degree or equivalent education/experience.
• Two years of related financial services work experience.
• Strong analytical and detail-oriented approach.
• Excellent written and verbal communication skills.
• Self-starter with competitive drive and teamwork focus.

Responsibilities

• Analyze financial statements and projections using financial models.
• Develop and participate in credit presentations and underwriting.
• Support Portfolio Managers with credit solutions and remediation.
• Participate in client support and knowledge of product suite as needed.
• Prepare industry, market, and company research to drive decisions.

Skills

Analytical skills

Written communication

Verbal communication

Leadership

Interpersonal skills

Adaptability

Time management

Business understanding

Self-starter, teamwork

Education

Bachelor’s degree or equivalent

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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