Wholesale Credit Delivery Analyst - Dealer Services

Truist; Orlando (FL); On-site; USD 60,000 - 86,000; Full time

Benefits offered by this job

Benefits package

Job summary

Truist is seeking a financial services analyst to support Dealer Services Portfolio Managers. You will analyze financial statements, build and use financial models, and contribute to credit presentations and underwriting under supervision.

The role emphasizes developing knowledge of Truist's product suite, with opportunities to participate in client support and credit solution development as part of a team. Regular shift, English proficiency required.

Qualifications

• Bachelor's degree required; two years of related financial services work experience preferred.
• Strong analytical skills and attention to detail.
• Excellent written and verbal communication skills.
• Competitive drive and high work ethic; self-starter; team-oriented.
• Solid leadership and interpersonal skills.
• High adaptability 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 to source prospects and refine prospect lists in coordination with leadership.
• Develops project materials with industry, market and company data.
• Generates customized sales or project content for internal and external use.
• Tracks outreach efforts and reinforces CRM usage with the coverage team.
• Builds understanding of market, credit and products plus relationship management.

Skills

Analytical skills

Communication

Self-motivated

Leadership

Time management

Education

Bachelor's degree

Tools

Microsoft Excel

PowerPoint

Job description

Truist is seeking a financial services analyst to support Dealer Services Portfolio Managers. You will analyze financial statements, build and use financial models, and contribute to credit presentations and underwriting under supervision.

The role emphasizes developing knowledge of Truist's product suite, with opportunities to participate in client support and credit solution development as part of a team. Regular shift, English proficiency required.