Wholesale Credit Delivery Analyst II
Truist
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Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response).Regular or Temporary:RegularLanguage Fluency: English (Required)Work Shift:1st shift (United States of America)Please review the following job description: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. 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.ESSENTIAL DUTIES AND RESPONSIBILITIESFollowing 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.1. 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.2. Develops project materials including industry, market and company specific and general economic information.3. Generates customized specific sales or project content for internal and external purposes.4. Tracks calling and marketing efforts to clients and prospects, reinforcing proper use of CRM system with the coverage team, assisting as needed.5. Builds upon foundational understanding of the market, credit, and products as well as relationship management skills.6. Develops an increasingly complex understanding of the industry.QualificationsRequired QualificationsThe 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.1. Bachelor’s degree, or an equivalent combination of education and work experience.2. Two years of related financial services work experience3. Strong analytical skills and attention to detail4. Strong written and verbal communication skills5. Competitive drive and high work ethic, self-starter, team-oriented6. Solid leadership and interpersonal skills7. High level of adaptability and flexibility with strong organizational and time management skills8. Solid understanding of business9. Advanced proficiency in Microsoft Excel and PowerPointPreferred Qualifications1. Minimum GPA: 3.02. Demonstrated work experience in finance or related fieldGeneral 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 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 by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.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.EEO is the LawE-VerifyIER Right to WorkJob SummaryJob number: R0119725Profession: Wholesale Banking
- ...This job is responsible for analyzing and interpreting a client's credit worthiness, evaluating credit risks, and writing credit... ...achieve successful execution of new transactions. The Credit Analyst II role is responsible for working with a credit team to support the...SuggestedFull timeWork at officeFlexible hoursShift workDay shift
- ...Job Description Job Description SUMMARY: The position of Credit Analyst II is responsible for reviewing financial information taken from the lending officers and making sure that the cash flows and credit package are developed correctly; assists loan officers...SuggestedWork at office
- ...This job is responsible for analyzing and interpreting a client's credit worthiness, evaluating credit risks, and writing credit... ...achieve successful execution of new transactions. The Credit Analyst II role is responsible for working with a credit team to support the...SuggestedWork at officeFlexible hoursShift workDay shift
- ...job description:Underwrites credit exposure for the most complex... ...specialists to ensure effective delivery of financing and banking... ...utilizing assigned Associates and Analysts. Mentors and coaches junior... ...to WorkJob SummaryJob number: R0118741Profession: Wholesale BankingSuggestedFull timePart timeSeasonal workShift workDay shift
- ...and leveraged middle market credit relationships typically via bilateral... ...peers to ensure effective delivery of complex financing... ...utilizing assigned Associates and Analysts. Mentors and coaches junior PMs... ...to WorkJob SummaryJob number: R0117609Profession: Wholesale BankingSuggestedFull timePart timeShift workDay shift
- ...Daimler Truck North America. DTFS Dealer Credit provides floorplan inventory financing,... ...that utilize these brands. Dealer Credit Analysts analyze the financial condition of... ...documentation and financial statements Review wholesale inventory and book audits and make...For contractorsWork at officeLocal areaRemote workRelocationRelocation package
- Responsibilities Prepare, analyze, and submit new credit requests and file reviews to the Dealer Credit Manager Provide sound and reasoned... ...contingencies, documentation, and financial statements Review wholesale inventory and book audits and recommend actions on audit issues...
- ...Please review the following job description:The Middle Market Credit Delivery Analysts apply basic understanding of finance and accounting,... ...Truist is a Drug Free Workplace.EEO is the LawE-VerifyIER Right to WorkJob SummaryJob number: R0119393Profession: Wholesale BankingFull timePart timeWork experience placementShift workDay shift
- ...eligible for sponsorship* RESPONSIBILITIES Soundly apply the bank’s credit culture and credit policies; is considered a policy expert Use... ...proper loan structures Assist in the training of junior analysts as needed; may manage a small group of other credit analysts or...
- ...on Business and Technology Transformation within the wholesale lending industry. The Commercial Credit Consultant designs and implements business changes... ...supporting the development of our lending offerings and the delivery of transformational consulting projects.The...Full timeLive inWork at officeLocal area
$250k
...following job description:Job Summary:Lead ABL Credit Delivery team responsible for structuring,... ...time.1. Lead team of underwriters and analysts in the execution of new ABL... ...LawE-VerifyIER Right to WorkJob SummaryJob number: R0113887Profession: Wholesale BankingFull timePart timeShift workDay shift- ...industry experience, functional expertise and global delivery capability. We are uniquely able to deliver tangible... ...Business and Technology Transformation within the wholesale lending industry. The Commercial Credit Manager designs and implements business changes that...Full timeLive inWork at officeLocal area
- ...Investment Consultant II - Merrill Premium Charlotte, North Carolina To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of America employees are required to meet all posting eligibility requirements prior to applying...Work at officeFlexible hoursShift workDay shift
- Burns & Wilcox, the flagship organization of H.W. Kaufman Group, is North America’s leading wholesale insurance broker and underwriting manager. Burns & Wilcox offers wide ranging and comprehensive solutions to serve retail insurance brokers and agents of all sizes, from...Full timeWorldwideFlexible hours
- ...Job Description Job Description NOW HIRING: Estimator II - Commercial Construction — Design/Build LOCATION: Charlotte NC EXPERIENCE: 3+ Years Commercial PM MARKETS: Mission Critical, Financial, Health, Energy & More McFarland Construction is a full...Contract workTemporary workFor contractorsWork at officeImmediate startFlexible hours
- Investment Accountant IIThe Investment Accountant II ensures that investment accounting policies and procedures are correctly applied to accounting records. Under general supervision, this job works directly with asset management, portfolio management and acquisition/disposition...Full timeWork at office
- ...Credit Analyst Charlotte, NC Commercial Credit Group Inc (CCG) is an independent national commercial equipment finance and leasing company focused on purchase money and refinance transactions in the construction, fleet transportation, waste/environmental...Work at office
$81.9k - $109.2k
...all from Day One. Job Description Responsible for providing credit analysis and portfolio support for agricultural and... ...two or more years of related experience Agricultural Credit Analyst 4 Bachelor’s degree, or equivalent underwriting experience...Temporary workWork experience placementSeasonal workLocal areaRemote work3 days per week- ...capabilities. About Our Company Burns & Wilcox, the flagship organization of H.W. Kaufman Group, is North America’s leading wholesale insurance broker and underwriting manager. Burns & Wilcox offers wide ranging and comprehensive solutions to serve retail...Full timeWork at officeWorldwide
$120k - $150k
...RT Specialty, a division of Ryan Specialty, is a leading wholesale distributor of specialty insurance products and services. Our experienced... ..., coverage forms, and endorsements. Apply appropriate credits and debits to develop sustainable, risk-appropriate pricing....Full timeWork experience placement- ...Tennessee. We take a broad approach to underwriting for 'best in class' businesses, primarily in: construction, light manufacturing, wholesale, distribution and business service industries. The Company is an equal employment opportunity employer. Responsibilities...Contract workWork experience placementLocal area
$77k - $133k
Wells Fargo Credit Cards is on an ambitious journey to build a best-in-class organization, and Business Analysts will play a critical role in shaping that future. As part of our transformation... ..., finance, analytics, risk, product delivery, technology, and operationsRequired...Work experience placementRelocation package- ...to serve as a trusted partner to our customers, communities, and fellow employees. Summary Under the supervision of Credit Manager, the credit analyst is responsible for researching and examining credit risks, assessing credit history and authorizing credit based on analysis...Work experience placementWork at officeLocal area
- ...Start Date Open Date 10/09/2026 Closing Date 10/16/2026 General Definition of Work The Accountant II, under general supervision, performs a variety of technical and analytical accounting duties including cash and investment management...Daily paidFull timeWork at officeLocal areaRemote work
- ...share insights, and drive impact What this role could turn into This is a launchpad, not a lane. Past analysts in this seat have moved into Senior Credit Risk Analyst roles, crossed into Portfolio Management, and built careers in Commercial or Strategic Finance as...Remote workWorldwideFlexible hours
$57.93k - $95.58k
...and rewarding career. We currently have an exceptional opportunity for a self-motivated Project Accounting I - Project Accountant II to join our office in either our Charlotte, NC and Tampa, FL . The ideal candidate will have good organizational skills, strong...Contract workWork at officeRemote workWork from homeWorldwideFlexible hours$28 - $30 per hour
...# Home # Search Jobs # Job Description CREDIT QUALITY ANALYST Contract: Charlotte, North Carolina, US Salary Range... ...Financial Credit Loan IQ Commercial Credit Wholesale Credit Loan Documentation Credit Agreements...Hourly payContract workTemporary workMonday to Friday$30 per hour
...Credit Quality Analyst Location: Charlotte, NC Duration: 12 months contract with possibility of extension Pay Rate: $30/hr. Primary responsibility is to book the loan onto the bank's system of record and perfect bank's collateral. Responsible for maintaining control...Contract work$74.1k - $92.6k
Senior Credit AnalystWe are the leading provider of worldwide smart end-to-end supply chain... ...customer solutions.The Senior Credit Analyst is critical for the development of our Freight... ...in innovation. From intelligent delivery systems to automated warehouse stacking,...Contract workTemporary workLocal areaWorldwide- ...Credit Quality Analyst Our client, a Banking company, is looking for a Credit Quality Analyst for their Charlotte, NC location. Responsibilities: Resource is required to be on the assignment for the required hours as specified in the job description. Forty hours...Work at office
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