Credit Portfolio Analyst

7 days ago

Birmingham AL USA, United States Truist Full time
Job Summary

We are seeking a highly skilled Credit Portfolio Analyst to join our team at Truist. As a key member of our CCB Portfolio Management organization, you will be responsible for supporting the efforts of our Portfolio Managers, Associates, and Analysts.

Key Responsibilities
  • Work closely with assigned Portfolio Managers, Associates, and Analysts to ensure accurate portfolio data is maintained within our systems.
  • Process and review clients' required reporting submissions, including financial statements, borrowing base documentation, financial covenants, and backlog reports.
  • Prepare credit summaries as applicable and interact directly with clients on reporting submissions related to questions and discrepancies.
  • Provide administrative support in the fulfillment of client requests and offshoring of portfolio maintenance/servicing requests.
  • Support the CCB Portfolio Management organization in all aspects and with all projects as needed, including regulatory, risk, or compliance-related projects.
  • Monitor Salesforce and Qlikview reporting as well as other relevant systems to anticipate and plan workflow with a 90-day forward-looking view in support of prompt underwriting of new money, timely completion of reviews/renewals, and credit file certifications.
  • Develop subject matter expertise and provide training to teammates as applicable.
Requirements
  • College degree or equivalent education in Accounting or Finance, with knowledge of bank operating systems.
  • Thorough understanding of banking and business operations.
  • Demonstrated proficiency in Microsoft Office applications, with a focus on Excel and PowerPoint.
  • Strong interpersonal and professional written communication skills are critical.
  • Ability to prioritize workflow and multi-task in a fast-paced environment.
  • Demonstrated ability to work independently or within a team environment.
Preferred Qualifications
  • 2-4 years credit analyst or related work experience.
  • Proficiency with Truist bank operating systems, inclusive of AFS Vision and other Commercial applications (i.e. MRA, Salesforce, nCino).
What We Offer

As a Credit Portfolio Analyst at Truist, you will have the opportunity to work in a dynamic and supportive environment, with a competitive compensation and benefits package. We offer a range of benefits, including medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan. 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.

We are an Equal Opportunity Employer and do 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. We are a Drug-Free Workplace.

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