Analyst – Wholesale Credit Delivery

Responsibilities

• Conducts industry, market and company research using available resources to source prospect names.
• 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.
• Builds upon foundational understanding of the market, credit, and products as well as relationship management skills.

• 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 Power Point