Wholesale Credit Delivery Associate I

Truist Financial
Charlotte, Atlanta
Workplace: OnsiteFull timeFunction: Transportation & Fleet OperationsExperience: 2-3 yearsEducation: bachelorsSkills: ["Communication","Analytical thinking","Problem-solving","Collaboration","Time management"]

Facilitate underwriting documentation and diligence for smaller, less complex wholesale credit relationships, supporting credit presentation and coordinating legal documentation through closing and funding. Analyze financial statements and projections, assess risk and compliance within the assigned portfolio, and ensure loan agreements align with approval documents. Serve as a client and internal point of contact for assigned portfolios (including potential site visits) and support/mentor Credit Delivery Analysts.

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FursaFursa
Truist Financial
Truist Financial
1 month ago

Wholesale Credit Delivery Associate I

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Source: Company careers pageValidated by: Fursa AI
Last checked: 1 hour agoStatus: Live
Reposted: similar role first listed 1 month ago

Job Summary

Facilitate underwriting documentation and diligence for smaller, less complex wholesale credit relationships, supporting credit presentation and coordinating legal documentation through closing and funding. Analyze financial statements and projections, assess risk and compliance within the assigned portfolio, and ensure loan agreements align with approval documents. Serve as a client and internal point of contact for assigned portfolios (including potential site visits) and support/mentor Credit Delivery Analysts.
Location: Charlotte, Atlanta
Workplace: Onsite
Employment Type: Full time
Job Function: Transportation & Fleet Operations
Seniority: Mid level

Key Responsibilities

  • •Facilitate diligence and underwriting documentation for smaller credit relationships and support credit presentation and legal documentation through closing and funding.
  • •Ensure loan agreements align with approval documents and identify/address issues in consultation with the Relationship Manager.
  • •Analyze financial statements and projections to document client performance and risks for less complex credits.
  • •Maintain credit process metrics within prescribed tolerances, complete risk/compliance evaluation, and follow through on remediation.
  • •Serve as a client and internal point of contact for the assigned portfolio and support/mentor Credit Delivery Analysts.

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability Insurance401kPaid LeaveSick DaysPaid HolidaysPensionRsus

Key Requirements

  • •Bachelor’s degree in Finance, Accounting, Economics, or Business, or an equivalent combination of education and work experience.
  • •2–3 years of Commercial Banking, Commercial Real Estate, or Wealth Specialty business experience.
  • •Excellent verbal and written communication skills.
  • •Demonstrated proficiency with basic computer applications such as Microsoft Office.
  • •Strong analytical and problem-solving skills with the ability to handle multiple priorities under time constraints.
Experience:2-3 yearsCommercial bankingCommercial real estateWealth
Education:Bachelor's in Finance, Accounting, Economics or Business
Skills:CommunicationAnalytical thinkingProblem-solvingCollaborationTime management
Languages:English
Tech Stack:Microsoft Office

Company Brief

Truist Financial
Provides consumer and commercial banking, wealth management, insurance, lending, and payments services through a large U.S. financial services platform formed by the merger of BB&T and SunTrust.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Charlotte, United States
Founded: 2019
WebsiteLinkedIn