Wholesale Credit Delivery Analyst – Dealer Services

Truist; Charlotte (NC); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

401k plan

Vacation

Sick days

Paid holidays

Job summary

Truist seeks a finance-focused analyst to support Dealer Services Portfolio Managers by analyzing financial statements and projections, using financial models, and developing credit presentations. You will participate in underwriting, structuring, and remediation efforts, under supervision, with growing knowledge of Truist's product suite.

The role involves client support as appropriate, teamwork, and proactive credit solutions; you will contribute to underwriting decisions and collaborate with

Qualifications

• Bachelor’s degree or 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.

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.

Skills

Analytical skills

Written communication

Verbal communication

Leadership

Interpersonal skills

Adaptability

Time management

Business understanding

Excel

PowerPoint

Education

Bachelor’s degree or equivalent

Tools

Microsoft Excel

PowerPoint

Job description

Truist seeks a finance-focused analyst to support Dealer Services Portfolio Managers by analyzing financial statements and projections, using financial models, and developing credit presentations. You will participate in underwriting, structuring, and remediation efforts, under supervision, with growing knowledge of Truist's product suite.

The role involves client support as appropriate, teamwork, and proactive credit solutions; you will contribute to underwriting decisions and collaborate with