Equipment Finance Structuring - Associate

Truist; Cockeysville (MD); On-site; USD 95,000 - 105,000; Full time

Benefits offered by this job

Medical

Dental

Vision

Life insurance

Disability

401k

Job summary

Truist Wealth in Hunt Valley, MD is seeking an Equipment Finance Structuring professional to underwrite, package and close equipment finance lease and loan transactions. You will perform in-depth qualitative and quantitative analysis to quantify transaction risk, and collaborate with originations, portfolio management, legal, compliance and risk partners to execute deals smoothly.

The role emphasizes risk awareness and adherence to Truist policies while reflecting our culture and values.

Qualifications

• Requires BA/BS degree.
• 6 years of related work experience.
• MBA degree with Finance focus preferred.

Responsibilities

• Assist in underwriting, packaging and closing EF transactions.
• Demonstrate high-level qualitative and quantitative analysis; identify and quantify transaction risk.
• Provide administrative support across the EF Structuring team.
• Comply with risk policies and procedures.
• Work with originations, portfolio management, legal, compliance and risk partners to facilitate seamless execution.
• Demonstrate Truist culture and values.

Skills

Organizational skills

Written & verbal communication

Analytical skills

Education

BA/BS degree

MBA in Finance

Job description

Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America).

The Equipment Finance Structuring team structures, underwrites and closes equipment finance lease, and loan transactions. Requires in depth quantitative and qualitative analysis to obtain Truist's balance sheet commitment as well as supporting distribution risk decisions.

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.

• Assist in the underwriting, packaging and closing EF transactions
• Demonstrate high-level qualitative and quantitative analysis; broadly identify and quantify transaction risk
• Provide administrative support across the EF Structuring team
• Comply with risk policies and procedures.
• Work with originations, portfolio management, legal, compliance and risk partners to facilitate seamless execution.
• Demonstrate Truist culture and values

Required Qualifications:

The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• BA/BS degree
• Strong organizational skills
• Advanced skills in written and oral communications, and interpersonal relationship management
• Solid analytical skills

Preferred Qualifications:

• MBA degree, with a Finance focus
• 6 years of related work-related experience
• #HuntValleyMD

The annual base salary for this position is $95,000 - $105,000. Additional incentive pay is available for this position.

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.

• medical
• dental
• vision
• life insurance
• disability
• accidental death and dismemberment
• tax-preferred savings accounts
• 401k plan

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.

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.

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 About Truist

Truist is a purpose-driven financial services company, formed by the historic merger of equals of BB&T and SunTrust. We serve clients in a number of high-growth markets in the country, offering a wide range of financial services. At Truist, our purpose is to inspire and build better lives and communities. That happens through real care to make things better. To meet client needs, to empower teammates, and to lift up communities. Learn more about Truist on truist.com.