Analyst I – RECB Credit Delivery

Truist

Financial analyst managing risk assessment and financial analysis for Commercial Real Estate clients. Collaborating with teams on credit structure and portfolio management.

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
Assist in the preparation of the due diligence and underwriting documentation for new loan requests
Responsible for developing components of credit underwriting and structuring on renewals and reviews, making independent recommendations based on assigned components of the underwriting work product
Collaborate with PM Associates and Portfolio Managers researching and qualifying prospects and underwriting new opportunities
Complete performance and monitoring activity for assigned portfolio to include overall portfolio management, current CRE project performance vs. original expectations, required risk monitoring activity and understanding of current industry and market trends
Monitor and report on portfolio data and analytics to maintain accurate data integrity across exposures and serve as primary support contact for audits and data inquiries
Analyze financial statements/projections and document client performance, along with identifying risk and risk mitigants while maintaining accurate client records and file integrity
Serve as a client and internal point of contact in regards to assigned portfolio

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
Ability to handle multiple priorities under time constraints
Demonstrated success working in a collaborative team environment
1-3 years of portfolio management and client relationship experience preferably in Commercial Real Estate related industries (preferred)
Intermediate knowledge of ARGUS software; high level Excel and database analysis tools
Familiarity with loan documentation, covenants, Corporate Accounting and financial statement reporting (preferred)
Completion of commercial associate program or equivalent experience; or MBA in Accounting or Finance or in related field; or an equivalent combination of educational and experience or other related advanced degree (preferred)

Benefits

Comp & perks

medical, dental, vision, life insurance
disability, accidental death and dismemberment
tax-preferred savings accounts
401k plan
vacation and sick days
paid holidays

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial analysisrisk assessmentcredit underwritingportfolio managementdata integrityfinancial statement analysiscredit principlesloan documentationdatabase analysisperformance monitoring

Soft Skills

communication skillsattention to detailanalytical skillsproblem-solving skillstime managementcollaborationclient relationship management

Certifications

Bachelor's degree in FinanceBachelor's degree in AccountingBachelor's degree in EconomicsBachelor's degree in BusinessMBA in AccountingMBA in Finance