Truist ยท 1 day ago
Analyst - Wholesale Credit Delivery - Middle Market segment
Fort Lauderdale, FL
Full-time
Onsite
Entry Level
2+ years expTruist is a financial services company seeking an Analyst for their Wholesale Credit Delivery team. The role involves facilitating financial analysis, risk assessment, and credit structure recommendations for clients in the Commercial Banking and Middle Market segments, while also mentoring junior teammates.
BankingFinanceFinancial Services
Responsibilities
Facilitates the diligence and underwriting documentation of the less complex and smaller credit relationships; supports credit presentation preparation and discussions with Credit Officer and other final approvers and coordinates legal documentation efforts through closing and funding phase
Ensures loan agreement is in accordance with approval documents. Identifies potential issues contained within loan documentation and takes steps to address the issues, in consultation with Relationship Manager
Analyzes financial statements/projections and documents client performance, along with identified risk and risk mitigants of less complex credits
Ensures all Credit Process Metrics are within prescribed tolerances. Accountable for the risk evaluation and associated compliance requirements within assigned portfolio and for prospects. Identifies issues and follows through for remediation
Serves as a client and internal point of contact in managing assigned portfolio. (May include site visit and/or visit with client management team)
Continues to support Senior Portfolio Managers and Portfolio Manager, with financial modeling and credit memos
Supports and mentors Credit Delivery Analysts
Qualification
Required
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 in basic computer applications, such as Microsoft Office software products
Strong analytical and problem-solving skills
Knowledge of commercial real estate credit delivery principles
Ability to handle multiple priorities under time constraints
Demonstrated success working in a collaborative team environment
Preferred
Master's in Commercial Banking or Real Estate or combined Commercial Banking/Commercial Real Estate experience through internships or other experiences; or an equivalent combination of educational and experience or other related advanced degree
2 years of experience in a Commercial Banking or Commercial Real Estate Associate Development Program and/or equivalent experience in a Credit Delivery role
Benefits
Medical
Dental
Vision
Life insurance
Disability
Accidental death and dismemberment
Tax-preferred savings accounts
401k plan
Vacation
Sick days
Paid holidays
Defined benefit pension plan
Restricted stock units
Deferred compensation plan
Company
Truist
Truist is the sixth-largest commercial bank in the U.S.
10001+ employees
H1B Sponsorship
Truist has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (313)
2024 (247)
2023 (288)
2022 (275)
2021 (278)
2020 (270)
Funding
Current Stage
Late StageTotal Funding
unknown2021-01-01Seed
Leadership Team
Michael Maguire
Chief Financial Officer
James Cordovana
SVP of Cloud Security Enterprise Architect
Recent News
Maryland Daily Record
2026-01-03
2025-12-18
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