Wholesale Credit Delivery Analyst - Market & Risk Insights

Truist; Charlotte (NC); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401k plan

Vacation days

Sick days

Paid holidays

Job summary

Truist is seeking Wholesale Credit Delivery Associates/Analysts to analyze markets and client credit structures, supporting senior leaders and mentoring junior teammates. You’ll underwrite prudently, assess risk, and leverage diverse data sources to form client assessments.

Lead increasingly independent client interactions as you grow. The role emphasizes adherence to credit policy, strong written/verbal communication, and collaborative teamwork within Dealer Services.

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 time management skills.
• Solid understanding of business.
• Advanced proficiency in Microsoft Excel and PowerPoint.

Responsibilities

• Conducts industry, market and company research to source prospect names and refine prospect lists with leadership.
• Develops project materials including industry, market and company information.
• Generates customized sales or project content for internal and external use.
• Tracks calling and marketing efforts to clients and prospects, uses CRM effectively.
• Builds foundational understanding of market, credit and products, and strengthens relationship management.

Skills

Advanced Excel

PowerPoint

Analytical thinking

Team-oriented

Strong communication

Education

Bachelor’s degree

Tools

Excel

PowerPoint

Job description

Truist is seeking Wholesale Credit Delivery Associates/Analysts to analyze markets and client credit structures, supporting senior leaders and mentoring junior teammates. You’ll underwrite prudently, assess risk, and leverage diverse data sources to form client assessments.

Lead increasingly independent client interactions as you grow. The role emphasizes adherence to credit policy, strong written/verbal communication, and collaborative teamwork within Dealer Services.