Segment Finance Jobs

1 job found

5mo ago

Associate - Wholesale Credit Delivery - GovCon segment

Truist Bank McLean, VA

McLean, VA

5mo ago Closed

Full time Associate Bachelor's Degree Banking

This position is no longer accepting applications (closed Apr 18, 2026).

Job Description

Role overview

Wholesale Credit Delivery Associates and Analysts bring solid knowledge of market dynamics, credit, and product offerings across Commercial Banking, Commercial Real Estate, and Wealth Specialty segments. They perform financial analysis, risk assessment, and provide credit-structure recommendations for clients and prospects. They take ownership of project work in collaboration with a designated senior Credit Delivery leader and mentor junior teammates. They conduct prudent underwriting and ensure effective credit and risk administration with a focus on adhering to credit policy and requirements. They augment analysis with research from diverse sources to evaluate client, competitor, property segment, market, and industry risks and trends. As associates progress, they operate with less oversight, assuming greater ownership of assigned clients and opportunities and engaging confidently in independent client interaction.

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.

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).
Supports and mentors Credit Delivery Analysts.

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 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 Qualifications

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.

Location

McLean, VA 22101

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