Analyst III – RECB Credit Delivery

Truist

Financial Analyst providing credit structure recommendations for Commercial Real Estate clients and conducting financial analysis and risk assessment. Collaborating with deal teams and managing client relationships effectively.

Posted 6/24/2026full-timeAtlanta • North Carolina • 🇺🇸 United StatesMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

Responsible for the financial analysis, risk assessment and credit structure recommendation for Commercial Real Estate clients and prospects
Collaborate with deal team to maintain data integrity on existing portfolio and identify credit worthy projects within targeted markets
Responsible for preparation of the due diligence, structuring, and credit underwriting on new money, renewals and reviews
Work independently and in coordination with Portfolio Manager researching and qualifying prospects and underwriting new opportunities
Complete performance and monitoring activity for assigned portfolio
Serve as a client and internal point of contact in managing assigned portfolio
Responsible for leading credit presentation preparation and discussions with Credit Officer and other final approvers
Mentor and coach Portfolio Analyst

Requirements

What you’ll need

Bachelor's degree in Finance, Accounting, Economics or Business, or an equivalent combination of education and work experience
Excellent verbal and written communication skills including an attention to detail
Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
Strong analytical and problem-solving skills
Knowledge of credit principles applied to large institutional clients
Ability to handle multiple priorities under time constraints
Demonstrated success working in a collaborative team environment
4-5 Years of portfolio management and client relationship experience specifically with pension funds, life insurance companies, or private equity firms investing in real estate (preferred)
Intermediate knowledge of ARGUS software; high level Excel modeling and analysis tools, including expertise in use of 3rd party Real Estate Data Sources (CoStar, REIS, Axiometrics) (preferred)
Familiarity with loan documentation, covenants, Corporate Accounting and financial statement reporting including analysis of financial statements (preferred)

Benefits

Comp & perks

Medical, dental, vision, and life insurance
Disability and accidental death and dismemberment insurance
Tax-preferred savings accounts
401k plan
No less than 10 days of vacation and 10 sick days during first year

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial analysisrisk assessmentcredit structure recommendationdue diligencecredit underwritingportfolio managementfinancial statement analysisExcel modelingcredit principlesloan documentation

Soft Skills

communication skillsattention to detailanalytical skillsproblem-solving skillsability to handle multiple prioritiescollaborative team environmentmentoringcoaching