Analyst II - Wholesale Credit Delivery - Dealer Services

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Regular

English (Required)

1st shift (United States of America)

The Wholesale Credit Delivery Associates and Analysts have a strong understanding of the market, credit and products within Dealer Services 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.

Supplements analysis with research and evaluations from a wide variety of sources to develop an assessment of client, competitor, property segment, market and industry risks and trends. Credit Delivery Associates may be assigned to selected senior Credit Delivery leader(s) but require increasingly less oversight, begin owning their assigned clients and opportunities more fully and exhibiting confidence in all facets of independent client interaction.

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.
• Develops an increasingly complex understanding of the industry.

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
• Solid understanding of business
• Advanced proficiency in Microsoft Excel and Power Point

• Minimum GPA: 3.0
• Demonstrated work experience in finance or related field

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 offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and…