Truist
Analyst or Associate - Wholesale Credit Delivery - Hospitals / Healthcare, Highe
Truist, Charlotte, North Carolina, United States, 28245
Analyst or Associate - Wholesale Credit Delivery - Hospitals / Healthcare, Higher Education / Not for Profit
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Analyst or Associate - Wholesale Credit Delivery - Hospitals / Healthcare, Higher Education / Not for Profit
role at
Truist The Wholesale Credit Delivery Associates and Analysts have a strong understanding of the market, credit and products within Commercial Banking, Commercial Real Estate, and/or Wealth specialty businesses and facilitates financial analysis, risk assessment and credit structure recommendations for clients and prospects. Takes ownership of projects in coordination with assigned senior Credit Delivery leader and mentors more junior teammates. Performs prudent underwriting and effective credit and risk administration with particular emphasis on adherence to credit policy and requirements. Reporting to the team lead, primarily provides analytical support assigned to Portfolio Managers within the Hospitals/Higher Education/Not for Profit segment, including analyzing financial statements and projections, utilizing financial models and applications, and developing and participating in credit presentations and participating in credit underwriting and structuring. Job Description Essential Duties and Responsibilities Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. 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. Required Qualifications The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Bachelor’s degree, or an 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 Preferred Qualifications Minimum GPA: 3.0 Demonstrated work experience in finance or related field General Description of Available Benefits for Eligible Employees of Truist Financial Corporation All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.
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Join to apply for the
Analyst or Associate - Wholesale Credit Delivery - Hospitals / Healthcare, Higher Education / Not for Profit
role at
Truist The Wholesale Credit Delivery Associates and Analysts have a strong understanding of the market, credit and products within Commercial Banking, Commercial Real Estate, and/or Wealth specialty businesses and facilitates financial analysis, risk assessment and credit structure recommendations for clients and prospects. Takes ownership of projects in coordination with assigned senior Credit Delivery leader and mentors more junior teammates. Performs prudent underwriting and effective credit and risk administration with particular emphasis on adherence to credit policy and requirements. Reporting to the team lead, primarily provides analytical support assigned to Portfolio Managers within the Hospitals/Higher Education/Not for Profit segment, including analyzing financial statements and projections, utilizing financial models and applications, and developing and participating in credit presentations and participating in credit underwriting and structuring. Job Description Essential Duties and Responsibilities Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. 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. Required Qualifications The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Bachelor’s degree, or an 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 Preferred Qualifications Minimum GPA: 3.0 Demonstrated work experience in finance or related field General Description of Available Benefits for Eligible Employees of Truist Financial Corporation All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.
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