Analyst - Commercial Corporate Finance Credit Delivery

1 month ago


Atlanta, Georgia, United States Truist Full time

The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.

Need Help? )

If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility )

(accommodation requests only; other inquiries won't receive a response).

Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

The Commercial Corporate Finance Credit Delivery group ("Group") structures, underwrites and closes leveraged debt transactions for clients and private equity firms in Commercial Banking, driving and directing the process and activities necessary to obtain Truist's credit commitment approval. The Group includes the Specialized Cash Flow team that is focused on regional credits and participations. The Group also supports day-to-day portfolio management with responsibilities including financial statement spreads and monitoring of financial trends, annual client reviews, covenant compliance analysis, risk rating and underwriting exceptions analysis.

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.

  • Reporting to one of Group Team Leads, candidate supports senior teammates and deal teams in developing complex financial models and providing analytical support including analyzing financial statements and projections, and developing and participating in credit underwriting, structuring and presentations.
  • Fluent in Microsoft Office (Word, Excel and Powerpoint); ability to navigate Truist's systems and applications.
  • Responsible for analysis and underwriting related to transactions, amendments, modifications and other credit products for new and existing clients as part of deal teams.
  • Contributes to creating credit product approval documents and presentations.
  • Creates and utilizes analytical financial models, including financial projections, discounted cash flow analysis, leveraged buyout analysis, valuation analysis, and financial analysis of historical and projected cash flows.
  • Performs research and analysis on companies, industries and transactions in support of both client activities and risk mitigation strategies.
  • Supports senior teammates in day-to-day management of the portfolio with responsibilities including financial statement spreads, covenant compliance analysis and other activities as directed.
  • Works closely with teammates in the preparation of on-time and high quality annual client reviews, renewals, and amendments. Associates and experienced analysts may be responsible for completing entire annual reviews on assigned clients.
  • Maintains active ownership and timely processing of quarterly financials and risk ratings within own portfolio and as needed across the team.

Qualifications

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
  • 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 PowerPoint

Preferred Qualifications:

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

#Atlanta #Charlotte

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 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 supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals 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 Law )

Pay Transparency Nondiscrimination Provision )

E-Verify (https://e-)




  • Atlanta, Georgia, United States Ascend Recruiting Partners Full time

    Position: Corporate Finance AnalystIndustry: Mergers & AcquisitionsWork Arrangement: On-SiteCompensation Range: $20 - $25 per hourEmployment Type: Part-Time, Non-ExemptOverview:Ascend Recruiting Partners is looking for a part-time Corporate Finance Analyst to join our innovative and expanding team. The role of the Corporate Finance Analyst is crucial in...


  • Atlanta, Georgia, United States Truist Full time

    The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.Need...


  • Atlanta, Georgia, United States Truist Full time

    Commercial Credit UnderwriterTruist Financial Corporation is in search of a skilled Commercial Credit Underwriter to oversee the evaluation and approval process for commercial clients. The role involves assessing creditworthiness, structuring financing solutions, and documenting client agreements, as well as analyzing financial documents and managing...


  • Atlanta, Georgia, United States Truist Full time

    Commercial Credit UnderwriterTruist Financial Corporation is in search of a skilled Commercial Credit Underwriter to oversee the evaluation and approval process for commercial clientele. Key responsibilities encompass assessing, structuring, and documenting client transactions, scrutinizing financial statements, and managing designated portfolios. The...


  • Atlanta, Georgia, United States Truist Full time

    Commercial Credit UnderwriterTruist Financial Corporation is on the lookout for a Commercial Credit Underwriter to oversee the underwriting activities for commercial clientele. The role encompasses evaluating, structuring, and documenting client transactions, as well as analyzing financial documents and managing designated portfolios. The ideal candidate...


  • Atlanta, Georgia, United States Truist Full time

    Commercial Credit UnderwriterTruist Financial Corporation is in search of a Commercial Credit Underwriter to oversee the underwriting activities for business clients. Key responsibilities encompass evaluating, structuring, and documenting client transactions, scrutinizing financial statements, and managing designated portfolios. The ideal candidate should...


  • Atlanta, Georgia, United States Truist Full time

    Commercial Credit UnderwriterTruist Financial Corporation is on the lookout for a skilled Commercial Credit Underwriter to oversee the underwriting activities for business clients. The role encompasses evaluating, structuring, and documenting client transactions, as well as scrutinizing financial statements and managing designated portfolios. The ideal...


  • Atlanta, Georgia, United States Insight Global Full time

    **This is a full-time permanent opportunity within Insight Global's Finance Department, offering comprehensive benefits, a retirement plan, and numerous potential career advancement pathways.**Position Title: Corporate Finance AnalystDepartment: FinanceOverview of the Role:Join a dynamic team and contribute to the growth of a rapidly evolving, Private...


  • Atlanta, Georgia, United States Regions Financial Corporation Full time

    Job Description:At Regions Financial Corporation, the Corporate Banking Credit Division Manager plays a pivotal role in leading a team of experienced Credit Officers responsible for evaluating the overall creditworthiness of loan transactions within the Corporate Banking Group. This includes commercial, corporate, real estate, and specialized banking loan...


  • Atlanta, Georgia, United States Synovus Full time

    Credit Risk Analyst I/II/III - Restaurant Finance GroupCategory: Wholesale BankingJob Summary:The Credit Risk Analyst I/II/III plays a crucial role in assisting Wholesale bankers and Credit Risk Managers in evaluating client credit exposures as well as analyzing industry risks and trends. This position involves conducting comprehensive credit evaluations...


  • Atlanta, Georgia, United States Truist Full time

    The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.Need...


  • Atlanta, Georgia, United States National Black MBA Association Full time

    Company Overview:As a prominent asset management firm, the National Black MBA Association is committed to assisting investors globally in reaching their financial goals.We harness our unique investment management expertise to offer a diverse array of investment strategies and vehicles to clients worldwide.If you seek a stimulating work environment with...


  • Atlanta, Georgia, United States Waystar Full time

    POSITION OVERVIEWThe Corporate Finance Analyst role is a pivotal position within the Waystar Finance team, representing an advancement from the Senior Financial Analyst level. This role is essential in steering the finance department as Waystar embraces its identity as a publicly traded entity. You will have the unique opportunity to delve into and...


  • Atlanta, Georgia, United States National Black MBA Association Full time

    About UsAs a prominent player in the asset management sector, the National Black MBA Association is committed to empowering investors globally to meet their financial goals.By leveraging our unique investment management expertise, we offer a diverse array of investment strategies and vehicles tailored to our clients' needs.If you seek a stimulating work...


  • Atlanta, Georgia, United States First Horizon National Corporation Full time

    Location: On-site opportunities available.Position OverviewThe Commercial Real Estate Credit Specialist will collaborate closely with the Market Investor Portfolio Management team, providing essential credit evaluation support for commercial real estate financing, including acquisition, refinancing, and development of income-generating properties. This role...


  • Atlanta, Georgia, United States Aztec Full time

    Position Overview:The Financial Analyst in the FP&A department will serve as a vital liaison for the Claims Cost Solutions leadership team, tasked with delivering precise, insightful, and timely financial guidance and support. Success in this role requires the ability to act as a genuine partner to the business and the CCS Finance leadership team, combining...


  • Atlanta, Georgia, United States Reibus Full time

    Position OverviewAs a Senior Credit Analyst at Reibus, you will be instrumental in managing our credit operations, enhancing cash flow, and overseeing collections. This role is perfect for a seasoned credit expert eager to step into a leadership position within a dedicated credit and collections team. You will engage with multiple departments to ensure...


  • Atlanta, Georgia, United States Trella Health Full time

    Join Our Finance & Accounting TeamAt Trella Health, we are dedicated to transforming healthcare through our innovative solutions. As we expand our operations, we are seeking a skilled Financial Analyst to support our financial initiatives.Your Role:As a Financial Analyst, you will play a crucial role in our Finance & Accounting team. Your responsibilities...


  • Atlanta, Georgia, United States Aztec Full time

    Position Overview: The Senior Financial Analyst for Financial Planning and Analysis (FP&A) will serve as a vital liaison for the leadership team at Aztec, expected to deliver precise, insightful, and timely financial analysis and support. Success in this role requires the ability to be a genuine partner to the business and the finance leadership team,...

  • Sr. Analyst

    1 month ago


    Atlanta, Georgia, United States PDS Tech Commercial, Inc. Full time

    PDS Tech Commercial, seeking a highly skilled Senior Analyst with a strong background in Accounts Receivable (AR) to join our dynamic team. The ideal candidate will possess advanced analytical capabilities and a deep understanding of AR processes. This role requires a detail-oriented individual who can effectively manage AR functions, analyze financial...