Strategic Wholesale Credit Analyst - 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

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