Credit Delivery Analyst II — Market & Risk Insights

Truist; Atlanta (GA); On-site; USD 70,000 - 95,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

AD&D insurance

401k plan

Tax-advantaged savings accounts

Vacation days

Sick days

Paid holidays

Job summary

Truist Wealth is seeking a Wholesale Credit Delivery Associate/Analyst to support market analysis, credit structuring, and risk evaluation for Dealer Services clients. The role requires coordinating with senior leaders, mentoring juniors, and performing underwriting with adherence to policy.

Responsibilities include sourcing prospects, preparing materials, and presenting risk-informed recommendations to clients and prospects, while building client relationships and market insights.

Qualifications

• Bachelor’s degree or equivalent; 2 years in financial services.
• Strong analytical skills and attention to detail.
• Excellent written and verbal communication.
• Advanced Excel and PowerPoint proficiency.
• Self-starter with leadership and teamwork.

Responsibilities

• Conducts industry, market and company research to source prospects.
• Develops project materials with industry, market and company information.
• Generates customized sales or project content for internal and external use.
• Tracks calling and marketing efforts using CRM with the coverage team.
• Builds foundational understanding of market, credit and products and relation­ship management.
• Develops increasingly complex understanding of the industry.

Skills

Strong analytical skills

Strong written communication skills

Strong verbal communication skills

Competitive drive

High work ethic

Self-starter

Team-oriented

Education

Bachelor’s degree or equivalent

GPA: 3.0 (preferred)

Tools

Microsoft Excel

PowerPoint

Job description

Truist Wealth is seeking a Wholesale Credit Delivery Associate/Analyst to support market analysis, credit structuring, and risk evaluation for Dealer Services clients. The role requires coordinating with senior leaders, mentoring juniors, and performing underwriting with adherence to policy.

Responsibilities include sourcing prospects, preparing materials, and presenting risk-informed recommendations to clients and prospects, while building client relationships and market insights.