Mid-Market Credit Delivery Associate

Truist; Charlotte (NC); On-site; USD 60,000 - 85,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

401(k) plan

Paid vacation and sick days

Job summary

Truist is seeking a Middle Market Credit Delivery Associate based in Charlotte, North Carolina. The role involves facilitating financial analysis and credit recommendations for complex client profiles, emphasizing adherence to credit policy.

Ideal candidates will possess a bachelor's degree in Finance or a related area, alongside 2-4+ years of relevant experience. The position offers competitive benefits, including medical and retirement plans, as well as paid vacation days.

Qualifications

• 2–4+ years of experience in a credit-focused environment.
• Strong verbal and written communication skills.
• Demonstrated success in a collaborative team environment.

Responsibilities

• Facilitate underwriting documentation of complex credit relationships.
• Analyze financial statements and document client performance.
• Serve as a client point of contact managing the assigned portfolio.

Skills

Credit analysis

Financial modeling

Communication skills

Analytical problem-solving

Microsoft Office proficiency

Education

Bachelor’s degree in Finance, Accounting, Economics or Business

Tools

Microsoft Excel

Microsoft PowerPoint

Job description

Truist is seeking a Middle Market Credit Delivery Associate based in Charlotte, North Carolina. The role involves facilitating financial analysis and credit recommendations for complex client profiles, emphasizing adherence to credit policy.

Ideal candidates will possess a bachelor's degree in Finance or a related area, alongside 2-4+ years of relevant experience. The position offers competitive benefits, including medical and retirement plans, as well as paid vacation days.